investment allocation
1Investment management — is the professional management of various securities (shares, bonds etc.) and assets (e.g., real estate), to meet specified investment goals for the benefit of the investors. Investors may be institutions (insurance companies, pension funds,… …
2Investment club software — Investment Club Accounting Software is typically used to manage:* Member Subscriptions * Ownership / Unit Valuation System * Investment Transactions * Financial Reports * Income / Expenditure transactions * Performance reports * Manage tax… …
3Allocation Rate — The percentage of an investor s initial cash or capital outlay that actually goes toward the final investment. This amount is net of any fees that may be incurred upon initial investment and is effectively the amount that is exposed to the… …
4Investment Analysis — The study of how an investment is likely to perform and how suitable it is for a given investor. Investment analysis is key to any sound portfolio management strategy. Investors not comfortable doing their own investment analysis can seek… …
5Investment Style — The overarching strategy or theory used by either a retail investor or an institutional money manager to set asset allocation and choose individual securities for investment. The investment style of a fund helps set expectations for long term… …
6Investment Strategy — An investor s plan of attack to guide their investment decisions based on individual goals, risk tolerance and future needs for capital. The components of most investment strategies include asset allocation, buy and sell guidelines, and risk… …
7Investment Policy Statement - IPS — A document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ… …
8Allocation of resources — A description of the mechanics of investment; where one applies one s goods (for greatest possible future gain); how one disposes of one s resources (for greatest possible effect).ee also*Project planning *Project management *Earned value… …
9allocation of resources — noun the mechanics of investment; where one applies ones goods (for greatest possible future gain); how one disposes of ones resources (for greatest possible effect). Often used as a term in conjunction with economics …
10investment — The allocation of economic resources to activities, *assets, or *securities in the hope of obtaining a satisfactory *rate of return. See also *capital (definition 4) and *factors of production …