Investment management glossary pdf

Your aldrich wealth relationship manager can explain these terms more completely and discuss with you those relevant to your situation. Explore our collection of professional development resources designed to help you stay competitive in the investment management industry, and claim ce credit for eligible activities. The ceo of a company could be referred to as the honcho or head honcho. Transition management explained russell investments. We have expanded this years edition of the investment dictionary by. Division of investment management staff statement regarding withdrawal of staff letters related to updated disclosure requirements and summary prospectus for variable annuity and variable life insurance contracts rulemaking pdf. How to talk the talk buying a home can be exciting. Keeping up with the increasing number of investment products and services in the marketplace today can be confusing. Convert to pdfthe jensen investment committee recently completed the sale of waters corporation from the jensen quality growth strategy due to the combination of deteriorating business fundamentals and elevated stock price valuation.

Total allowance for credit losses consists of specific and general allowances. A nongaap financial measure used to assess each of the banks businesses and to measure the banks overall performance. This wealth management terms glossary is designed to help you understand some of the more common investment and financial wealth management terms you may encounter. Understanding investment concepts 3 risk and return what is risk. Schroders is a trusted global asset management firm. This is used in international investment portfolios to separate the management of currency risk from the asset allocation and security selection decisions of the.

Schroders glossary is designed to clarify investment terms. A trustee may also have other duties such as investment management. Glossary of foreign direct investment terms and definitions oecd. It also can be somewhat daunting, even if youve done it before. Glossary of terms used in financial management flashcards. In providing a balanced representation of academic, buyside and sellside research, the journal promotes the crosspollination of ideas. A trustee may also have other duties, such as investment management. The following glossary is designed to help nonfinance experts understand some of the terminology used in public agency financial management. This az pocket guide to understanding financial terms is just one of the achievements of ebss partnership with nala. Active management is a strategy typically referred to when investment managers aim to outperform the market by taking positions to achieve a specific objective or. Alternative investments include property, hedge funds, commodities, private equity, and infrastructure. For some it may mean the possibility of losing a portion of their investment due to market movements or a poor decision. Russell investments transition management explained p 4 what is transition management.

Basic investment terms annuity a financial product sold by financial institutions pay out a stream of payments to the individual at a later point. Investment division, directorate for financial and enterprise affairs. Start studying glossary of terms used in financial management. Rarely, investors current money income exactly balances with their consumption desires. This glossary forms part of the 4th edition of the oecd benchmark definition of foreign direct. You will deal with mortgage options, credit reports, loan applications, contracts, points, appraisals, change orders, inspections, warranties, walkthroughs, settlement. The guide is an important resource that will help to create a much greater understanding of.

One benefit to this approach is that investors gain broad exposure to different strategies and managers for a smaller initial investment compared to investing in. There are many acronyms and specialised terms used in the asset management arena. Financial management for elected officials january 20 institute for local government. Investment performance, analytics, and risk glossary of terms. A representation of ownership in an investment that does not issue shares. Investment analysis and portfolio management 5 the course assumes little prior applied knowledge in the area of finance. Often perceived as a shortterm investment assignment, tm aims to reduce unnecessary costs and unrewarded risks associated with changes to investment. Transition management is the process of managing changes to a pension funds portfolio of assets. Scope of investment management the business of investment has several facets, the employment of professional.

A trustee that is a directed trustee is responsible for the safekeeping of trust assets but has no discretionary investment management duties or authority over the assets. Exit fee or redemption fee fund management companies sometimes levy an exit fee and generally return the proceeds to the fund to cover the costs of selling the underlying securities. Investment fundamentals an introduction to the basic concepts. Glossary of foreign direct investment terms and definitions this glossary forms part of the 4th edition of the oecd benchmark definition of foreign direct investment and is intended to assist both the compilers and users of direct investment statistics. This glossary is designed to help you understand some of the more common investment and financial terms you may encounter. Morgan asset managements glossary of investment terms, which is a valuable resource especially if youre new to investing. Assets resources with economic value owned by a company, fund, or individual. Investment advisor an investment advisor is a professional who helps customers with security and risk analysis, offers investment advice, and manages assets and portfolios. Another measure of risk is the variability of returns. Wealth management terms glossary aldrich cpas wealth. Wealth management investment glossary, terms explanations. The dictionary is intended to supplement rather than replace expert investment advice. Investment an investment is an instrument such as a certificate of deposit, bond, stock, or real estate that generates profits.

Automatic investment plan also known as a systematic investment plan, a set arrangement where an individual invests in an investment on a periodic basis. For others it may mean not enough income is produced from the investment. Investment management can also include banking and budgeting duties. Slang term describing the leader, manager, chief or person in charge of an organization or a project. The spreading of risk by putting assets in several categories of investments, i. Morgan asset management s glossary of investment terms, which is a valuable resource especially if youre new to investing. Morgans private client division builds portfolios for individuals and institutions.

The most comprehensive investing glossary on the web. Investment association ia members hold in aggregate, one third of the value of uk publicly listed companies. Peer group a group of funds that may be compared with one another, often for performance purposes. Investment dictionary annual report an annual report is a document that offers information about the companys activities and operations and contains financial details, cash flow statement, profit and loss statement, balance sheet, etc. Assets include stocks, bonds, commodities, real estate, and other investments. First added to the strategy in 2007, waters is a global leader in the development of scientific instruments used for pharmaceutical research and. Having launched it originally in 2004 we have now updated it with modern terminology to meet with the increasing demand for the book. The purposes of tadawul includes providing, creating and managing the mechanism of securities, carry ing out the work of clearing, settlement and the depositing. The course is intended for 32 academic hours 2 credit points. Investment returns of mutual funds may fluctuate and are subject to market volatility, so that an investors shares, when redeemed or sold, may be worth more or less than their original cost. Basic investment terms creative capital management. Sometimes, investors may have more money than they want to spend. Glossary financial and banking terms adjusted results. Below are the most common investing terms and definitions.

A category of investments, such as stocks, bonds, or cash equivalents. Unjspf oim united nations joint staff pension fund office. Investment may be defined as a commitment of funds made in the expectations of some positive rate of return, expectation of returns is an essential element of an investment. A number of the terms have other noninvestment related meanings, which we have not captured. This glossary presents an overview of the most common forms of investments based on three fundamental. The office of investment management oim is responsible for managing the investments for the united nations joint staff pension fund, a fund established by the general assembly of the united nations to provide retirement, death, disability and related benefits for the staff of the united nations and the other organizations admitted to membership in the fund. Passive management a style of investment management that aims to replicate the performance of a set benchmark. Learn vocabulary, terms, and more with flashcards, games, and other study tools. Beginning in 2007, the company was badly damaged by the subprime mortgage crisis. A number of the terms have other non investment related meanings, which we have not captured. The journal of investment strategies is dedicated to the rigorous treatment of modern investment strategies. It explains how management act as agents for shareholders, using their delegated powers to run the business in the best interests of the shareholders administration administration is a term used to describe a situation relating to the possible insolvency of a business. This is the lowest price an owner is willing to accept for an asset. This protects existing investors from the costs incurred by those transactions.

The uk is the second largest investment management centre in the world and manages 37% of european assets. Acquisition an acquisition is a business transaction between unrelated parties based. Something that has the potential to earn money for you. It is something you own that can reasonably be expected to produce something for you.