Definitions tagged as

Portfolio Management

  1. 12B-1 Fee

  2. 2% Rule

  3. 90/10 Strategy

  4. A-Share

  5. Abnormal Return

  6. Abu Dhabi Investment Authority - ADIA

  7. Accepting Risk

  8. Accumulated Dividend

  9. Accumulation

  10. Acquired Fund Fees And Expenses - AFFE

  11. Active Asset

  12. Active Investing

  13. Active Management

  14. Active Retention

  15. Active Return

  16. Active Risk

  17. Activist Investor

  18. Actual Return

  19. Adequacy Of Coverage

  20. Advisor Fee

  21. Advisory Management

  22. After Reimbursement Expense Ratio

  23. Against All Risks - AAR

  24. Agency Problem

  25. Aggressive Investment Strategy

  26. Alaska Permanent Fund

  27. Alberta Heritage Savings Trust Fund

  28. All Risks

  29. Allocation Rate

  30. Alpha

  31. Alpha Generator

  32. American Association Of Individual Investors - AAII

  33. Anti-Martingale System

  34. Anticipated Holding Period

  35. Asset Accumulation

  36. Asset Allocation

  37. Asset Allocation Fund

  38. Asset Class Breakdown

  39. Asset Mix

  40. Assets Under Administration - AUA

  41. Associate in Risk Management - ARM

  42. Asymmetric Volatility Phenomenon - AVP

  43. Attribution Analysis

  44. Australian Future Fund

  45. B-Share

  46. Back-End Load

  47. Balanced Fund

  48. Bank Stress Test

  49. Basel Accord

  50. Basel I

  51. Basel II

  52. Basel III

  53. Before Reimbursement Expense Ratio

  54. Benjamin Method

  55. Bernoulli's Hypothesis

  56. Black-Litterman Model

  57. Bogey

  58. Breakpoint

  59. Brochure Rule

  60. Brokerage Fee

  61. Brunei Investment Agency

  62. Buy Minus

  63. Buying On Margin

  64. C-Share

  65. Capital Allocation Line - CAL

  66. Capital Asset Pricing Model - CAPM

  67. Capital Growth Strategy

  68. Capital Guarantee Fund

  69. Capital Requirement

  70. Capped Fund

  71. Cash Plus Fund

  72. Certificate in Investment Performance Measurement - CIPM

  73. Certified Consumer Debt Specialist - CCDS

  74. Charles Biderman

  75. Chartered Mutual Fund Counselor - CMFC

  76. Chartered Portfolio Manager - CPM

  77. China-Africa Development Fund - CAD Fund

  78. Clearing Fee

  79. Cluster Analysis

  80. Commingled Trust Fund

  81. Commission

  82. Commission Broker

  83. Company Risk

  84. Compound Annual Growth Rate - CAGR

  85. Confluence

  86. Constant Ratio Plan

  87. Contingent Deferred Sales Charge (CDSC)

  88. Contingent Immunization

  89. Cooke Ratio

  90. Core Holding

  91. Correlation

  92. Cost Of Carry

  93. Country Risk Premium - CRP

  94. Covariance

  95. Crystallization

  96. Dedicated Portfolio

  97. Dedication Strategy

  98. Deep Discount Broker

  99. Defensive Buy

  100. Defensive Investment Strategy

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