Investment fund
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Interval Funds: Understanding Illiquidity & High Yields
An interval fund is a type of closed-end fund with shares that do not trade on the secondary market. Instead, the fund periodically offers to buy back a percentage of outstanding shares at net
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Active Index Funds: Understanding Enhanced Returns & Management
What Is an Active Index Fund? An active index fund is a basket of assets in which the fund manager constructs the initial investment with holdings from a benchmark index and then adds secu
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S&P Global BMI: Understanding the Global Equities Market Index
What Is the S&P Global Broad Market Index (BMI)? S&P Global Broad Market Index (BMI) is a market capitalization-weighted index maintained by Standard and Poors (S&P) providing
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Understanding Performance-Based Stock Indexes: A Comprehensive Guide
A performance-based index is a stock index that adds the amount of all dividend payments, capital gains and other cash disbursements to the net stock price. When measuring the perform
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Zacks Lifecycle Indices: Benchmarking Target-Date Fund Performance
What Are Zacks Lifecycle Indices? Zacks Lifecycle Indices are a series of indexes developed by Zacks Investment Research, Inc., that provide a benchmark for the lifecycle allocation of various
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Proprietary Trading Firms: An Overview - Prop Shop
What Is a Prop Shop? A prop shop is a trading firm that deploys its own capital in pursuit of trading profits. Prop is short for proprietary. A variety of trading strategies are employed by pro
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Stop-Loss Orders & Mutual Funds: What You Need to Know
First, remember that a stop-loss order is a limit order placed with a broker to sell a stock when it reaches a certain price. It is designed to limit an investors loss on a stock position. Therefore
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Public Investment Fund (PIF) of Saudi Arabia: Overview & Role
What Is the Public Investment Fund of Saudi Arabia? The Public Investment Fund (PIF) of Saudi Arabia was established in 1971, and is that nations sovereign wealth fund. It provides financing fo
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Market Data Sources for Fund Managers: What They Use
Many fund managers, whether they manage a mutual fund, trust fund, pension or hedge fund, can sometimes have access to resources that the average investor does not. But the type and quality of infor
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Hybrid Funds: A Comprehensive Guide to Balanced Investments
What Is a Hybrid Fund? A hybrid fund is an investment fund that is characterized by diversification among two or more asset classes. These funds typically invest in a mix of stocks and bonds. T
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Understanding AQR's Beta-Trading Strategy: A Statistical Arbitrage Approach
AQR, a large hedge fund founded by famed investor Cliff Asness, uses a strategy of statistical arbitrage by taking a short position in stocks with high beta and a long position in stocks with a low
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Abu Dhabi Investment Council (ADIC): Overview & Investments
What is the Abu Dhabi Investment Council? Abu Dhabi Investment Council (ADIC) is a sovereign wealth fund owned by the government of Abu Dhabi, the capital city of the United Arab Emirates (UAE)
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Gender Equality & ESG Investing: Driving Impact & Returns
As the universe of environmental, social and governance (ESG) funds expands, the criteria and definitions for each ESG component are expanding as well. When it comes to the “G” in ESG, that is a fro
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Chile's Economic and Social Stabilization Fund (ESSF): An Overview
What is the Economic And Social Stabilization Fund? The Economic and Social Stabilization Fund is a government-owned investment organization that manages a sovereign wealth fund for the governm
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Growth Funds: Investing in High-Growth Companies | [Your Company Name]
What Is a Growth Fund? A growth fund is a diversified portfolio of stocks that has capital appreciation as its primary goal, with little or no dividend payouts. The portfolio mainly consists of
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Short-Term Investment Funds (STIF): Preserve Capital & Earn Moderate Returns
What Is a Short-Term Investment Fund (STIF)? A short-term investment fund (STIF) invests in short-term money market investments of high quality and low risk. This type of fund is cons
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Active Share: Understanding Active Management in Mutual Funds
How much active management is being done by your mutual fund manager? Active Share may give you the answer. In financial literature, there are numerous citations of studies showing the avera
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Understanding Fund Flow: Inflows, Outflows & Investment Insights
What Is Fund Flow? Fund flow is the net of all cash inflows and outflows in and out of various financial assets. Fund flow is usually measured on a monthly or quarterly basis. The performance o
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Passive Management: Definition & How It Works | [Your Company Name]
What Is Passive Management? Passive management is a style of management associated with mutual and exchange-traded funds (ETF) where a funds portfolio mirrors a market index. Passive management
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Managed Accounts: Expert Investment Management Explained
What Is a Managed Account? A managed account is an investment account that is owned by an investor but managed by somebody else. The account owner can either be an institutional investor or an
Investment fund
- Understanding Fundamental Index Investing: A Beginner's Guide
- Diversify Your Portfolio: A Guide to Index Funds
- John Bogle's Essential Reading: 5 Books by the Index Fund Pioneer
- Total Return Index Explained: A Comprehensive Guide
- Best Mutual Funds for SIP: A Beginner's Guide
- Mutual Funds Explained: A Comprehensive Investor's Guide
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Small Business Relief Programs & Resources: COVID-19 SupportIf you own a small business, you’re probably worried about the effects of the COVID-19 pandemic. In fact, an April 2020 poll by the U.S. Chamber of Commerce and MetLife found 85% o...
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Gross Redemption Yield: Calculation & UnderstandingThe gross redemption yield of a security holding is a calculation of expected income and capital growth for the period of time to the maturity date of the security. The purpose of this calculation is ...
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Effective Lice Removal: A Guide to Treatment and PreventionUse a nit comb to remove lice and nits from your hair. Head lice are tiny, wingless insects that live among human hair and feed off blood that they draw from the scalp. They spread from perso...
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Avoid These 4 Debt Consolidation Loan PitfallsDebt consolidation through a personal loan can be an effective strategy to pay down existing debt; however, these four types of debt consolidation loan options are not ideal and should be avoided. (iS...