Small-cap – The market capitalization of the stocks of companies with market values less than $3 billion. Share – A unit of ownership in an investment, such as a share of a stock or a mutual fund. Quality distribution – The breakdown of a portfolio’s assets based on quality rating of the investments. Price-to-earnings (P/E) Ratio – A stock’s price divided by its earnings per share, which indicates how much investors are paying for a company’s earning power. Mid-cap – The market capitalization of the stocks of companies with market values between $3 to $10 billion. Large-cap – The market capitalization of the stocks of companies with market values https://trustmediafeed.s3.eu-north-1.amazonaws.com/canpeak-resources/canpeak-resources-review-2025.html greater than $10 billion.

Expense ratio (date) – Amount, expressed as a percentage of total investment that shareholders pay annually for mutual fund operating expenses and management fees. Dow Jones Industrial Average (Dow) – The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. The Average is the sum of the current market price of 30 major industrial companies’ stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition. Balanced fund – Mutual funds that seek both growth and income in a portfolio with a mix of common stock, preferred stock or bonds. The companies selected typically are in different industries and different geographic regions. Concern is growing regarding foreign direct investments from the EU into third countries (outbound investments).

Many investors find themselves caught between the attractive yields available in government bonds and cash, falling but high inflation rates, and the need to generate real return for their clients. Transfer agent – An agent, usually a commercial bank, appointed to monitor records of stocks, bonds and shareholders. Preferred stock – A class of stock with a fixed dividend that has preference over a company’s common stock in the payment of dividends and the liquidation of assets. There are several kinds of preferred stock, among them adjustable-rate and convertible. Fixed income fund – A fund or portfolio where bonds are primarily purchased as investments. Capital – The funds invested in a company on a long-term basis and obtained by issuing preferred or common stock, by retaining a portion of the company’s earnings from date of incorporation and by long-term borrowing.

And secondly, call overwriting strategies are effectively sellers of volatility, which tends to increase during periods of uncertainty. It involves investing in listed equity of economic infrastructure owners that are aligned to the UN Sustainable Development Goals (SDGs) and/or contribute to an environmental objective. There is a particular focus on regulated utilities (electricity and water networks), low carbon transport (rail) and telecoms (towers). The sector offers more stable earnings growth, lower price volatility and better long-term Sharpe ratios, a measure of risk-adjusted return. YTD Return (w load) – Year-to-date return on an investment including appreciation and dividends or interest, minus any applicable expenses or charges. YTD – Year-to-date return on an investment including appreciation and dividends or interest.

One API. Any investment experience

Interest rate – The fixed amount of money that an issuer agrees to pay the bondholders. Interest rates constitute one of the self-regulating mechanisms of the market, falling in response to economic weakness and rising on strength. Dividend paid – Amount paid to the shareholder of record a security or mutual fund. Daily dividend factor (date) – Daily dividend distributed by a money market mutual fund.

We are an active-only investor with a global reach

With our Investment API, you can build investment experiences your end users will love. 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. Stay ahead of the curve with the knowledge and perspectives that matter most in the world of impact investing. Advisors are competing with low-cost ETF bundles and under pressure to show value, but BNK Invest believes it has the ideal solution to capitalize on an under appreciated security. Nearly half of people surveyed by Edelman Financial Engines want to reinvent retirement even as money, inflation, and Social Security fears weigh on their plans. State-registered RIAs managing less than $100 million in Alabama can now use online reviews in their marketing, which SEC-registered advisors have been able to do since 2021.

The Prospecting Blueprint: 6 Hacks to Attract More Clients Without Starting from Scratch

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. Lipper ratings – The Lipper Mutual Fund Industry Average is the performance level of all mutual funds, as reported by Lipper Analytical Services of New York. The performance of all mutual funds is ranked quarterly and annually, by type of fund such as aggressive growth fund or income fund. Mutual fund managers try to beat the industry average as well as the other funds in their category. Growth investing – Investment strategy that focuses on stocks of companies and stock funds where earnings are growing rapidly and are expected to continue growing.

• Federal Funds Rate (Fed Funds Rate) – The interest rate charged by banks with excess reserves at a Federal Reserve district bank to banks needing overnight loans to meet reserve requirements.
• The term Blue Chip is borrowed from poker, where the blue chips are the most valuable.
• Corporate engagement – Shareholders entering into discussions with company management in order to better understand the company’s management of certain risks and/or to influence a company’s decision making process.
• Number of Holdings – Total number of individual securities in a fund or portfolio.
• Ownership of property, usually in the form of common stocks, as distinguished from fixed-income securities such as bonds or mortgages.
• 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.

Long-term equity investors in high-quality companies

Value investing – A strategy whereby investors purchase equity securities that they believe are selling below estimated true value. The investor can profit by buying these securities then selling them once they appreciate to their real value. United Nations-Supported Principles for Responsible Investment (PRI) – An official network of investors that works to promote sustainable investment through the incorporation of environmental, social and governance factors. Top 10 long and short positions – The top 10 holdings ranked by market value in each position category (long and short).

This level may be achieved through a single purchase or a series of smaller purchases. Blue chip – A high-quality, relatively low-risk investment; the term usually refers to stocks of large, well-established companies that have performed well over a long period. The term Blue Chip is borrowed from poker, where the blue chips are the most valuable. Annual report – The yearly audited record of a corporation or a mutual fund’s condition and performance that is distributed to shareholders. Investment facilitation contributes to unlocking investment opportunities notably for small and medium enterprises. This should also benefit developing countries by making it easier for domestic and foreign investors to invest, conduct their day-to-day business, and expand their existing investments.