P/E Ratio (1 yr forecast) – Price of a stock divided by its projected earnings for the coming year. P/E Ratio (1 yr trailing) (long position) – Price of a stock divided by its earnings from the latest year. Maturity – The date specified in a note or bond on which the debt is due and payable. 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. Cut-off time – The time of day when a transaction can no longer be accepted for that trading day. Institutional Voting Information Service (IVIS) is one of the UK’s leading providers of corporate governance research.
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Prospectus – Formal written offer to sell securities that sets forth the plan for proposed business enterprise or the facts concerning an existing one that an investor needs to make an informed decision. Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees. Ownership of property, usually in the form of common stocks, as distinguished from fixed-income securities such as bonds or mortgages. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested.
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Money market mutual fund – A short-term investment that seeks to protect principal and generate income by investing in Treasury bills, CDs with maturities less than one year and other conservative investments. A back-end load is assessed at redemption (see contingent deferred sales charge), while a front-end load is paid at the time of purchase. The two major ways funds may be offered are (1) by companies in the securities business (these funds are called mutual funds); and (2) by bank trust departments (these are called collective funds).
When share prices are not rising above the strike prices (so potentially in falling, sideways https://transmarana.solbyte.dev/canpeak-resources-review-2025-a-reliable-pathway/ or slowly rising markets), the option strategy can add to performance. 30-day SEC yield (date) – Represents net investment income earned by a fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period. The 30-day yield should be regarded as an estimate of investment income and may not equal the fund’s actual income distribution rate.
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Market Cap – Most indexes are constructed by weighting the market capitalization of each stock on the index. In such an index, larger companies account for a greater portion of the index. Value stock – Typically an overlooked or underpriced company that is growing at slower rates. United Nations-convened Net-Zero Asset Owner Alliance – An international group of institutional investors delivering on a commitment to transition investment portfolios to net-zero GHG emissions by 2050.
- In this way, a call overwriting strategy exchanges some potential share price growth for the certainty of an income payment now.
- By investing a fixed amount, you purchase more shares when prices are low, and fewer shares when prices are high.
- Capital gains short term – The difference between an asset’s purchase price and selling price (when the difference is positive) that was earned in under one year.
- 30-day SEC yield (date) – Represents net investment income earned by a fund over a 30-day period, expressed as an annual percentage rate based on the fund’s share price at the end of the 30-day period.
ETF Insights
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. Capital gain – The difference between a security’s purchase price and its selling price, when the difference is positive. In general, someone is bullish if they believe the value of a security or market will rise.
Alternative Minimum Tax (AMT) – Federal tax, revamped by the Tax Reform Act of 1986, aimed at ensuring that wealthy individuals, trusts, estates and corporations pay at least some tax. Identifies and develops fintech start-ups, helping them to bring new technology to the investment management sector faster and more effectively, through intensive 6-month programmes that include support and mentoring. From March 2020, the Commission publishes its implementing decisions on authorisations granted to individual EU members for bilateral investment agreements. Jeffrey Buchbinder, chief equity strategist at LPL Financial, sits down with InvestmentNews anchor Gregg Greenberg to offer his Federal Reserve, alternatives and market outlooks for 2026. Enable your end users to make fractional investing in stocks and ETFs, starting with as little as 1 EUR.
Annual spending in the water, rail and telecommunication infrastructure sectors needs to increase by more than 15% from current levels for targets laid out by the UN’s SDGs to be achieved. Volatility – The amount and frequency with which an investment fluctuates in value. An organization or individual who has responsibility for one or more accounts. An individual who, as part of a fund’s board of trustees, has ultimate responsibility for a fund’s activities. Task Force On Climate-related Financial Disclosures (TCFD) – A framework through which companies can improve and increase the reporting of climate-related financial information. Sustainability-Linked Bonds (SLB’s) – Bond instrument for which the financial and/or structural characteristics can vary depending on whether the issuer achieves predefined Sustainability/ ESG objectives.