Glossary
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- 144A Securities
- 401(K) Plan
- 403(b) Plan
- @New
- A Baa Quality
- AAA
- AACI
- AAII
- AAMS
- ABA
- ABAF
- ACA
- ACIB
- ACII
- ACIS
- ACMA
- ADR's
- AEP
- AFC
- AIA
- AIAF
- AIB
- AICB
- AIMR
- AM
- AMSI
- AMSIA
- ARICS
- ARM
- ASA
- ASCPA
- ATA
- ATP
- Aaa Aa Quality
- Accrued Interest
- Acquistion Fee
- Active (strategy)
- Active Core
- Active Management
- Active Market
- Active Portfolio Strategy
- Active Timing (Asset Allocation)
- Adjustable Rate Mortgage (ARM)
- Agency Bonds
- Aggressive Growth
- Aggressive Portfolio
- Alpha
- American Depositary Receipts (ADRs)
- Amortization
- Analyst
- Annual Yield
- Annualized Rate of Return
- Annualized Standard Deviation
- Annuity Bond
- Appraisal Ratio
- Appreciation
- Arbitrage
- Arbitrage Trading
- Arithmatically Linked
- Asset Allocation
- Asset Backed Securities
- Asset Class
- Asset Liability Management
- Asset Liability Modelling
- Asset Management Fee
- Asset Turnover
- Average Daily Market Value
- Average Maturity
- Average Price
- Average Rate of Return
- Average Standard Deviation
- BCE
- BCI
- BCM
- BCS
- BIC's
- Ba B Quality
- Balanced Accounts
- Balanced Fund
- Basis Point
- Bear Market
- Benchmark
- Beta
- Blended Fund
- Blue Chip
- Bond
- Bond Indexing
- Bond Rating
- Book Value
- Bottom Up
- Bottom-up Stock Selection
- Broadly Diversified
- Broker/Dealer
- Bullet Contract
- Buy Side
- Buy/Sell Discipline
- CA
- CAA
- CBA
- CBF
- CCE
- CCIM
- CCM
- CCRA
- CCTS
- CDP
- CEA
- CEBS
- CEFA
- CFA
- CFA Institute
- CFC
- CFD
- CFM
- CFP
- CFS
- CFSSP
- CGA
- CHA
- CIA
- CIC
- CIM
- CIMA
- CIMC
- CIMS
- CIO
- CISP
- CIT
- CLTC
- CLU
- CMA
- CMC
- CMFA
- CMT
- CPA
- CPC
- CPCU
- CPM
- CPPA
- CPhD
- CRA
- CRC
- CRCM
- CRE
- CRF
- CRPC
- CRPS
- CRSP
- CSA
- CSC
- CSM
- CSOP
- CSTSA
- CTA
- CTFA
- CUSIP
- CUSIP Number
- Call
- Call Option
- Capital Appreciation
- Capital Stock
- Capitalization
- Capitalization Ratios
- Cash
- Cash Asset
- Cash Dividend
- Cash Equivalents
- Cash Flow
- Cash Market
- Cash balance plan
- Centralized Decision Making Process
- Certificates of Deposit
- ChFC
- Chief Executive Officer
- Chief Financial Officer
- Chief Operating Officer
- Closed-end Fund
- Closed-end Mutual Fund
- Commercial Paper
- Commingled Fund
- Commission
- Commodity
- Common Stock
- Common Stock Fund
- Common Trust Fund
- Company Stock
- Consultant
- Contrarian
- Convertible Bonds
- Convertible Preferred Stock
- Convertible Security
- Core Diversified
- Core Fixed Income
- Corporate Bond
- Corporate Officer
- Corporate Plan Sponsor
- Corporation
- Correlation Coefficient
- Coupon
- Coupon Rate
- Covariance
- Credit Quality
- Cumulative Rate of Return
- Currency Futures/Options/Forwards
- Currency Hedging
- Currency Return
- Currency Risk
- Currency as an Asset Class
- Currency/FX
- Current Price
- Current Ratio
- Custodian
- Cyclical Stocks
- Dealer
- Debenture Bond
- Debt Instrument
- Debt Private Placement
- Decile Rank
- Defensive Portfolio
- Defensive Stocks
- Defensive Value (Relative)
- Deferred Compensation
- Defined Benefit Plan
- Defined Contribution Plan
- Department of Labor (DOL)
- Depreciation
- Derivative Instrument
- Derivative Security
- Directed Trust
- Discount Bonds
- Discount Rate
- Discretionary Account
- Distressed Securities
- Diversified
- Dividend
- Dividend Rate
- Dividend/Yield (Funds)
- Dividend/Yield (Stocks)
- Dollar Weighted Rate of Return
- Domestic
- Domestic Market
- Duration
- Duration Shifts
- Dynamic Hedging Management Style
- EA
- EAFE
- ELS
- ERISA
- ESOP
- EVP
- Earnings
- Earnings Estimates
- Earnings Growth
- Earnings Yield
- Earnings per Share
- Emerging Markets
- Employee Stock Ownership Plan
- Endowment
- Endowment Funds
- Enhanced Index
- Equal Weighting
- Equity
- Equity (Stock) Company's Own
- Equity Cap
- Equity Mutual Fund
- Equity Options
- Equity Private Placements
- Equity REIT
- Errors/Ommission Insurance
- Eurobond
- Eurodollar
- Eurodollar Bonds
- Expense Ratio
- Extreme Sector Concentration
- FAF
- FCA
- FCAS
- FCGA
- FCIA
- FCII
- FCIS
- FCMA
- FCSI
- FCUIC
- FFA
- FIA
- FIC
- FICB
- FIFO
- FIIPM
- FLMI
- FMA
- FRICS
- FSA
- FSIA
- FSVA
- Face Value
- Federal Funds
- Federal Trade Commission (FTC)
- Fiduciary Liability Insurance
- Financial Futures
- Financial Market
- First-in, First-out (FIFO)
- Fiscal Period
- Fixed Income Investment
- Fixed Income Mutal Fund
- Floating Rate Note
- Foreign Market
- Forwards
- Foundation Funds
- Foundations
- Fully Invested (Asset Allocation)
- Fund
- Fund Family
- Fund of Funds
- Fundamental Analysis
- Fundamental Management Style
- Funding Ratio
- Futures Contract
- Futures Option
- GIC
- GIC Alternative
- GIC/Stable Asset
- GIPS
- Geographic Mandate
- Geometrically Linked
- Global
- Government/Agency Bonds
- Gross of Fees
- Growth
- Growth Manager
- Growth and Income
- Growth and Value
- Guaranteed Investment Countract
- Hedge Fund
- Hedging
- High Income/Yield
- High Quality
- High Yield Debt
- Holding Company
- Hybrid debt
- IA
- IC
- ICAEW
- IFA
- IIMR
- IRA/Keogh Accounts
- Immunization
- Immunized/Dedicated Fixed Income
- Income
- Income Bond
- Income Dividends
- Income Stock
- Income-oriented
- Index
- Index Fund
- Indexing
- Industrial Stock
- Industry
- Inflation Rate
- Information Ratio
- Institutional Investor
- Insurance
- Interest Rate Anticipation
- Interest Rate Forcasting
- Interest Rate Swap
- Intermediate Duration
- Internal Rate of Return (IRR)
- International
- Investment Grade Debt
- Investment Income
- Investment Management
- Investment Trust
- Issue Selection
- JD
- Judgmental Management Style
- Junk Bond
- Keogh Account
- LBO's
- LEAP's
- LLB
- LLM
- Labor Sensitive Screening
- Ladder Strategy
- Large Capitalization
- Last-in, First-out (LIFO)
- Leverage
- Leveraged Buy Out (LBO)
- Liability
- Limited Partnerships
- Liquidation
- Liquidity
- Load Fund
- Load or Loading Charge
- Long
- Long Duration
- Long Position
- Long Term Assets
- Long Term Bonds
- Long Term Equity Anticipation Securities
- MAAA
- MAI
- MBA
- MCIT
- MD
- MIEE
- MNIA
- MPM
- MRICS
- MS
- MSFS
- MSI
- MSPA
- Macauley Duration
- Managed Financial Futures
- Managed Financial Options/Warrants
- Managed Fund
- Management Fee
- Margin
- Margin Account (Stocks)
- Market Capitalization
- Market Cycle
- Market Neutral Strategy
- Market Oriented Manager
- Market Portfolio
- Market Price
- Market Sectors
- Market Timing
- Market Value
- Marketing Director
- Master Trust
- Maturities
- Maturity Ladder
- Mean
- Median
- Medium-term Note
- Micro Cap
- Mid Cap
- Minimum Purchases
- Miscellaneous Funds
- Moderate Timing (Asset Allocation)
- Money Market
- Money Market Fund
- Mortgage
- Mortgage Backed Securities
- Mortgage Bond
- Mortgage Pass-through Security
- Moving Average
- Multiple Committee Decision Making Process
- Municipal Bonds
- Mutual Fund
- NCAR
- Net Flows Calculation
- Net of Fees
- Non Defense Screening
- Non Investment Assets
- Northern Ireland Free Screening
- Oil and Gas
- Open End Fund
- Opportunistic
- Options
- Options Writing/Writer
- Overlay Strategy
- P.Eng
- P/E Ratio
- PERCs
- PFP
- PFS
- Pacific Rim
- Participating GIC
- Passive Bond
- Passive/Indexed
- Peer Universes
- Pension Fund
- Performance Evaluation
- Performance Measurement
- PhD
- Plan Sponsor
- Portfolio Manager
- Portfolio Turnover
- Preferred Stock
- President
- Price Appreciation
- Price Fluctuation
- Price/Book Ratio
- Price/Earnings Ratio
- Price/Sales Ratio
- Private Equity
- Private Placements
- Profit Sharing Plan
- Proxy Voting
- Public Plan Sponsor
- Put Option
- QPA
- Qualitative Analysis
- Quantitative Analysis
- R Squared
- REBC
- REIT
- RFA
- RFC
- RFP
- RHU
- RIA
- RMU
- RPA
- RRA
- Real Estate
- Real Estate Debt
- Real Estate Equity
- Real Estate Investment Trust
- Registered Investment Advisor
- Relative Value
- Research Director
- Return on Equity
- Revenue Bond
- Risk (BETA)
- Risk Arbitrage
- Risk Taking Posture
- SEC
- SFA
- SFC
- SFDR
- SIOR
- SPPA
- SWAPS
- Sector
- Sector Concentration
- Sector Rotation
- Sector Weighting
- Securities
- Securities Analyst
- Securities and Exchange Commission
- Separate Account
- Sharpe Ratio
- Short Duration
- Short Selling
- Short Term
- Simplified Employee Pension Plans
- Sin Free Screening
- Size Weighted
- Small Cap
- Small Cap/Growth
- Socially Screened
- Soft Dollars
- South Africa Free Screening
- Special Equity
- Special Situations
- Spot F/X
- Standard Deviation
- Static Asset Mix
- Stock
- Stock Bonus Plan
- Strategic Asset Mix
- Strategic Planning
- TAA
- Tactical Asset Allocation
- Tactical Asset Mix
- Taft Hartley Plan Sponsor
- Technical Analysis
- Technical Discipline
- Technical Management Style
- Thematic
- Time Weighted Rate of Return
- Tobacco Free Screening
- Top Down
- Trader
- Treasuries
- Trustee
- Union Plan Sponsor
- Value
- Venture Capital
- Volatility
- Warrant
- Weighted Average Portfolio Yield
- Welfare Benefit Funds
- Window Contract
- Workouts/Restructuring
- Wrap Account
- Yankee Dollar
- Yield
- Yield Ratio
- Yield to Maturity
- Zero Coupon Bond