investment terminology pdf

Operating Cashﬂow A measure of how much cash a business generates, indicating the ability to continue trading and/or grow. Paperback. x 0.2in.Demystify investment lingo and common opportunities with this concise and handy guide. QuickStudy. x 0.2in.Demystify investment … Paperback. have other non-investment related meanings, which we have not captured. Investment fundamentals aims to demystify the process of using money to make money and give you a basic introduction to the key investment topics. 4 0 obj RIAs can include asset management companies, investment advisory companies, financial planning companies, and a host of other investment business models. Then it is important that you learn and understand some basic investment terminology. ��L �%iw�]�Ɣ�h��_{VhL�pɤ��O %PDF-1.5 %�� This is a security (investment) which pays interest at regular intervals. » Download Investment Terminology PDF « Our professional services was released using a want to function as a full on the web computerized collection that provides entry to many PDF file publication selection. We have expanded this year’s edition of the Investment Dictionary by introducing several terms since our last update in 2012 that cover industry updates, as well as other terms not covered previously. Introduction An important tool for the investor is to understand the meaning and sense of investment terms used in the financial markets. S&P 500: The Standard & Poor's 500 is a stock market index that tracks the value of 500 companies in the United States. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. Investment & Need of Investment • The money you earn is partly spent and the rest saved for meeting future expenses. The dictionary is intended to supplement rather than replace expert investment advice. investment strategy) and remember to monitor your investment performance. Instead of keeping the savings idle you may like to use savings in order to get return on it in the future. Paperback. Investment Company – An investment company is a firm that holds debt securities and invests in a diverse portfolio of instruments on behalf of customers. 6 pages. A bear is the opposite of a Bull. <> The issuer of the contract bears any risk associated with the securities underlying the contract. There are also plenty of online discount brokers, where you often pay a flat commission per trade. �R�.A�,��DF��L:�Ύ�D��s7N��1��VFq�%��sAzb��R��ML�m�0MՑ��Yu��H�� x[Uv��2u�))��J�Ӎ)�LR#�s(c.)��v)�{L��5��2�f�%�:�/��HDQ}6�Hs��s��O��Ջߵ��}L��(��&t�M��::Q��\&HeHᨃ�Aydr$=�*v�dz�F��Ј%պ�>\�֏�-�2xc;.N��@��ãZ�� c� endstream endobj 275 0 obj <>>>/EncryptMetadata false/Filter/Standard/Length 128/O( �"Z¶G>h&\\$�\\U�OhM�#�`�i��)/P -3372/R 4/StmF/StdCF/StrF/StdCF/U(�؁C�ilv��Ӆ )/V 4>> endobj 276 0 obj <>>> endobj 277 0 obj <>/ExtGState<>/Font<>/ProcSet[/PDF/Text/ImageC]/Properties<>/XObject<>>>/Rotate 0/TrimBox[0.0 0.0 368.504 453.543]/Type/Page>> endobj 278 0 obj <>stream It can be rally fascinating throgh reading through period of time. Paperback. e.�K* Investing vs. The importance of asset allocation and the different asset classes. only to investments in early stage and expanding companies. �� J��1�Ћ��'YH�B\:��h2V}�c��E)z��Q�qR�"��=��z�ePy��^��VF�_��L��Q��"�iC׼@A�8�;�K��s�bbh�1�v|[ip[8*��Qx� Registered Investment Advisor (RIA): A financial investment advisor that has been through certain training, and that agrees to abide by certain rules, including ensuring that recommendations and trades made on your behalf are in your best interest. Yield to maturity distribution - The average rate of return that will be earned on a bond if held to maturity. endobj When it is sold, interest may have built up and this interest will be paid to the new owner. If there is product information included that you would like to discuss, then please contact your financial Adviser. This is a mini-glossary of investment terminologies you will come across frequently on your investing journey. 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