Letter of intent – A letter of intent may also be issued by a mutual fund shareholder to indicate that he/she would like to invest certain amounts of money at certain specified times. In exchange for signing a letter of intent, the shareholder would often qualify for reduced sales charges. A letter of intent is not a contract and cannot be enforced, it is just a document stating serious intent to carry out certain business activities. A growth fund manager will typically invest in stocks with earnings that outperform the current market. The manager attempts to achieve success by focusing on rapidly growing sectors of the economy and investing in leading companies with consistent earnings growth. Assets under management (AUM) are represented by the value of the client’s assets or liabilities Insight is asked to manage.
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Green bonds – A type of fixed-income instrument that is specifically earmarked to raise money for climate and environmental friendly projects. Diversification – The process of owning different investments that tend to perform well at different times in order to reduce the effects of volatility in a portfolio, and also increase the potential for increasing returns. Corporate bond – A long-term bond issued by a corporation to raise outside capital. Contingent deferred sales charge (CDSC) – A back-end sales charge imposed when shares are redeemed from a fund. Climate action 100+ – An investor-led initiative to encourage better climate disclosures and emission reduction strategies for a group of large greenhouse gas-emitting companies. Capitalization – The market value of a company, calculated by multiplying the number of shares outstanding by the price per share.
Typically about three weeks before the dividend is paid to shareholders of record. EPS – The portion of a company’s profit allocated to each outstanding share of common stock. Cash equivalent – A short-term money-market instrument, such as a Treasury bill or repurchase agreement, of such high liquidity and safety that it is easily converted into cash.
When share prices are not rising above the strike prices (so potentially in falling, sideways or slowly rising markets), the option strategy can add to performance. ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy. ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time.
- Annual report – The yearly audited record of a corporation or a mutual fund’s condition and performance that is distributed to shareholders.
- Annualized rate of return – The average annual return over a period of years, taking into account the effect of compounding.
- Management fee – The amount paid by a mutual fund to the investment advisor for its services.
- Federal Reserve Board (The Fed) – The governing board of the Federal Reserve System, it regulates the nation’s money supply by setting the discount rate, tightening or easing the availability of credit in the economy.
- Par value – Par value is the amount originally paid for a bond and the amount that will be repaid at maturity.
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Renewable Energy Certificates (RECs) – A market-based instrument that is issued when one megawatt-hour of electricity is generated and delivered to the electricity grid https://trustmediafeed.s3.eu-north-1.amazonaws.com/canpeak-resources/canpeak-resources-canada-review.html from a renewable energy resource. Ratings – Evaluations of the credit quality of bonds usually made by independent rating services. Ratings generally measure the probability of timely repayment of principal and interest on debt securities. Portfolio allocation – Amount of assets in a portfolio specifically designated for a certain type of investment. Interest-rate risk – The possibility of a reduction in the value of a security, especially a bond, resulting from a rise in interest rates.
Whether you’re new to the space or refining your approach, you’ll gain insights to deepen relationships and grow with confidence. A proposal submitted to the SEC would allow the exchange to consider a company’s location, whether that jurisdiction provides legal recourse to US investors, and concerns about the issuer’s board, among other factors. Based in the United States, Fidelity Investments is among the most diversified financial services companies in the world. Our fundamental mission is to help customers and clients achieve their financial objectives. The Investment Company Institute (ICI) provides essential data and insights to strengthen the asset management industry and support informed decisions. Supported through ICI’s advocacy for policies that protect and empower individual investors nationwide.
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Sustainable Development Goals (SDGs) – A United Nations Initiative for all countries to adopt 17 goals that address global challenges including poverty, inequality, climate change, environmental degradation, and peace and justice. Statement of additional information (SAI) – The supplementary document to a prospectus that contains more detailed information about a mutual fund; also known as ‘Part B’ of the prospectus. Share classes – Classes represent ownership in the same fund but charge different fees. This can enable shareholders to choose the type of fee structure that best suits their particular needs. Relative risk and potential return – The amount of potential return from an investment as related to the amount of risk you are willing to accept. Portfolio manager – The person or entity responsible for making investment decisions of the portfolio to meet the specific investment objective or goal of the portfolio.
Treasury bond – Negotiable long-term (10 years or longer) debt obligations issued by the U.S. government and backed by its full faith and credit. Treasury bill – Negotiable short-term (one year or less) debt obligations issued by the U.S. government and backed by its full faith and credit. Time horizon – The amount of time that you expect to stay invested in an asset or security. Short-term investment – Asset purchased with an investment life of less than a year.