Investment funds that employ advanced strategies, including trading in commodities, to achieve high returns for their investors.
Activities designed to reduce the risks imposed by other activities, often through financial instruments like futures contracts, options, and forward contracts.
Held-to-Maturity (HTM) investments refer to debt securities which an investor has the intention and ability to hold until they mature. These investments are primarily bonds that an entity holds in its portfolio, not for trading purposes but for steady income over time.
High-Growth Companies are firms expected to grow their earnings at an above-average rate compared to other companies in the market. These companies often reinvest profits into expanding operations and are characterized by rapid revenue growth, scalable business models, and high valuations.
High-risk investments are financial ventures that offer the potential for substantial returns but carry a higher degree of risk and volatility.
Comprehensive guide on High-Yield Bonds, covering historical context, types, key events, mathematical models, charts, importance, applicability, and much more.
High-yield bonds, also known as junk bonds, are bonds rated below investment grade that offer higher returns to compensate for their higher risk. These bonds are issued by companies or entities with lower credit ratings and are considered speculative-grade investments.
The track record of a fund or asset over a specified period, often used as a basis for future performance projections.
Understand the concept of historical pricing, its application in financial markets, and its potential implications, including unfair advantages or disadvantages.
A comprehensive overview of the Hold Strategy in investments, including its historical context, types, key events, and detailed explanations.
A thorough exploration of Holding Fee, particularly in asset management contexts. Understand its historical context, key concepts, importance, and more.
The Hurdle Rate is the minimum acceptable rate of return on a project, representing the threshold above which an investment is considered viable.
A comprehensive look at hybrids, synthetic financial instruments created by combining two or more individual financial instruments, such as bonds with warrants attached.
Hybrid annuities are financial products that blend the characteristics of both fixed and variable annuities, providing a balance of predictable income and potential for growth.
Hybrid REITs combine the investment strategies of both equity REITs and mortgage REITs, offering diversified real estate investment opportunities.
Hybrid securities are financial instruments that combine elements of both debt and equity, offering unique features and benefits for both issuers and investors.
An in-depth look at the International Capital Market Association (ICMA), its role, structure, key events, and impact on global capital markets.
An Independent Financial Adviser (IFA) is a professional who provides impartial financial advice to clients based on their individual needs and circumstances.
An Immediate Annuity begins making periodic payments almost immediately after a lump-sum payment is made. This type of annuity is often used by retirees seeking a steady income stream.
iMoneyNet is a financial information company that publishes the Money Fund Report, providing comprehensive data and analysis on money market funds.
Comprehensive Guide to Understanding Implied Volatility, Including Its Calculation, Historical Context, and Significance in Options Trading
A comprehensive overview of implied volatility in the financial markets, its calculation, significance, historical context, key events, and detailed explanations.
A comprehensive guide to understanding Implied Volatility (IV), its significance in the finance sector, and its application in various financial instruments.
An in-depth explanation of the financial term 'In The Money,' its significance in options trading, mathematical models, and real-world examples.
Detailed explanation of In the Money (ITM) in options trading, including its definition, types, examples, historical context, and related terms.
Detailed overview of In-the-Money (ITM) options, including definitions, types, considerations, and examples.
In-the-money Options refer to options with an exercise price below the current market price of the underlying stock, which implies intrinsic value.
Incentive Stock Options (ISOs) are a type of employee stock option that qualifies for special tax treatment under IRS regulations. These options allow employees to purchase company stock at a predetermined price and benefit from capital gains tax rates.
A comprehensive guide to understanding income return, a type of financial return derived from interest or dividends.
An Income Trust is a type of investment trust that holds income-producing assets and distributes earnings to investors, making it an attractive option for income-focused investors.
Incremental Cash Flow represents the additional cash flow a company receives from undertaking a new project. It is essential in differential analysis for investment decisions.
A comprehensive look at the role, regulations, and responsibilities of an Independent Financial Adviser (IFA), who provides impartial advice on pensions, investments, and life assurance.
An Independent Financial Adviser (IFA) is a professional who provides unbiased financial advice on a wide range of financial products from various providers without any affiliation or restriction.
Index CDSs, or Credit Default Swaps, cover a basket of entities, thereby reducing idiosyncratic risk. This article provides a comprehensive overview, historical context, types, key events, mathematical models, and much more.
Index Fund Investing refers to an investment strategy that seeks to replicate the performance of a specific market index, promoting diversification, reducing costs, and minimizing the need for active management.
Index futures are financial derivatives that allow investors to speculate on or hedge against the future value of a stock market index.
An extensive guide on Index Linked financial products and contracts, their historical context, types, key events, detailed explanations, and much more.
An index-linked gilt is a UK government security that adjusts interest and principal payments in line with inflation, offering protection against inflationary risks.
An in-depth look at Index-Linked Gilts, government bonds with interest and principal adjusted for inflation, including their historical context, types, key events, and more.
An investment strategy designed to replicate the performance of a share index by holding a proportional selection of constituent shares.
Detailed exploration of indexed securities, including definitions, types, examples, historical context, and applicability in financial markets.
Detailed explanation of indices, including types, special considerations, examples, historical context, applicability, and related terms.
Indirect investment involves utilizing intermediaries such as mutual funds to pool resources and invest on behalf of individuals, providing diversification and professional management.
Indirect Investment involves purchasing securities that represent claims on other underlying securities, allowing diversification and savings in transaction costs.
An in-depth exploration of indirect shareholders, their roles, implications, and the concept of nominee shareholding in finance.
An in-depth look at Individual Savings Accounts (ISAs), their history, types, and impact on personal finance in the UK.
An Individual Savings Account (ISA) is a UK scheme that allows individuals to save and invest money without paying income tax or capital gains tax, thus encouraging savings and investments. Replacing the Personal Equity Plan in 1999, ISAs have varying annual limits and types including Cash ISAs, Stocks & Shares ISAs, and Innovative Finance ISAs.
An Individual Savings Account (ISA) is a financial tool in the UK designed to encourage saving by offering tax-free interest and investment gains. It provides a tax-efficient way to save and invest money, with various types to suit different needs.
Inflation-Indexed Bonds are a type of bond where the principal and interest payments are adjusted for inflation, providing a hedge against the eroding effect of inflation on returns.
Inflation-linked bonds, also known as Treasury Inflation-Protected Securities (TIPS) in the United States, are a type of bond designed to help investors guard against inflation by having their interest payments and principal value adjust with inflation rates.
A comprehensive guide to the concept of initial investment, including its components, significance, and application in various financial contexts.
An in-depth exploration of Initial Public Offering (IPO), its process, significance, types, historical context, and key considerations.
An Initial Public Offering (IPO) is the first sale of stock by a private company to the public, marking the transition to public trading and ownership.
A comprehensive overview of the Initial Subscription Price, covering its historical context, key events, formulas, and relevance in investments and stock markets.
An in-depth exploration of Initial Yield, a crucial financial metric representing the gross annual income from an asset divided by its initial cost. Includes historical context, types, key events, explanations, and more.
An Innovative Finance ISA (Individual Savings Account) is designed to hold peer-to-peer lending and other types of debt-based securities. This article delves into its historical context, types, key events, importance, applicability, related terms, comparisons, and more.
Inorganic Reserve Replacement involves the acquisition of proven reserves through purchases or mergers. This term is pivotal in the strategy of companies within the extraction industries, particularly in oil and gas.
Institutional investors are organizations that trade in large volumes of securities and dominate stock exchanges globally. This article covers their history, types, key events, models, and impact on financial markets.
An exhaustive look into the role of Institutional Investors, including their operations, types, historical context, and impact on financial markets.
Intended investment refers to the deliberate allocation of resources to projects or assets like new machinery or facilities, contrasted with unintended investment.
A comprehensive exploration of interest payments, focusing on their definition, types, applications, and more in the realm of finance.
A detailed exploration of interest rate derivatives, including their historical context, types, key events, mathematical models, charts, importance, and practical applications.
Comprehensive guide on methods to maximize interest earnings on idle funds through strategic interest rate optimization.
An in-depth examination of Interest Rate Swaps (IRS), their historical context, types, key events, mathematical models, and practical applications.
An interest-bearing checking account combines the flexibility of a checking account with the benefit of earning interest on your funds.
Interest-rate futures are a type of financial futures contract in which the pay-off is determined by an interest rate. Used for hedging risks or for speculative purposes, these instruments are traded on various exchanges worldwide.
Interest-rate swaps are transactions where two parties exchange streams of interest payments, typically between fixed and floating rates, or across different currencies.
An in-depth exploration of interim dividends, including their historical context, types, key events, detailed explanations, importance, applicability, and related terms.
An in-depth look into interim dividends, including their historical context, significance, types, key events, and implications in the financial landscape.
An educational entry on intermediate-term bonds, discussing their definition, types, special considerations, examples, historical context, and applicability.
Internal Rate of Return (IRR) is a crucial metric in finance used to evaluate the profitability of investments. It represents the discount rate that makes the net present value (NPV) of all cash flows equal to zero.
A comprehensive guide to Internal Rate of Return (IRR), exploring its definition, historical context, types, mathematical models, and real-world applications.
The International Capital Market Association (ICMA) is a membership association committed to establishing and promoting best practices, transparency, and efficiency in international capital markets.
International Funds are funds that invest across multiple countries outside the investor’s home country. This article explores their historical context, types, key events, detailed explanations, and more.
An Introducing Broker (IB) is a broker that brings clients to an executing broker but does not execute trades itself. They play a crucial role in connecting clients with trading services.
A method of issuing new securities in which a broker or issuing house takes small quantities of the company's shares and issues them to clients at opportune moments. It is also used by existing public companies that wish to issue additional shares.
Invested Capital refers to the total amount of money that has been invested in a company by its shareholders and creditors, excluding excess cash. It is a crucial metric for assessing a company's financial performance and valuation.
Investing involves allocating money in various financial instruments, such as stocks, bonds, or real estate, with the aim of generating income or appreciation in value over time.
Understand what investment accounts are, their types, benefits, risks, and how they differ from other financial accounts.
An in-depth exploration of the role and functions of investment advisors, including definitions, types, regulations, and examples. A must-read for understanding financial advisory services.
Investment Appraisal involves evaluating the potential profitability of an investment project. It is a key process in capital budgeting.
A comprehensive guide on investment choices, focusing on the differences between Traditional IRAs and Self-Directed IRAs, covering allowable investments, potential benefits, risks, and strategies.
Investment Clubs are groups where members pool their money to make joint investment decisions. These clubs provide a platform for individuals to learn about investments and share risks and returns together.
An in-depth exploration of Investment Companies, their types, operations, and significance in the financial market.
A comprehensive guide to understanding investment costs, which are often referred to as capital expenditures (CapEx). Delve into their historical context, types, key events, formulas, and importance.
An investment fund is a pool of funds collected from many investors for the purpose of investing in a diversified portfolio of securities. This article covers types of investment funds, their historical context, key events, importance, applicability, and more.
Comprehensive exploration of investment income, its types, sources, calculation methods, significance, and strategies for maximization.
Investment Interest Expenses refer to the interest paid on loans specifically used for investing in income-generating assets. This expense is deductible up to the amount of net investment income in a given tax year.
A comprehensive examination of Investment Newsletters, their types, history, and applicability in financial markets.
An in-depth exploration of investment performance, encompassing definitions, categories, key metrics, historical context, and standards like GIPS.
Discover the essentials of investment pools, including their history, types, key events, formulas, importance, and more.
An in-depth guide on Investment Portfolios, their types, asset allocations, management strategies, historical context, applicability, related terms, FAQs, and more.
Investment Real Estate focuses on properties acquired primarily for the purpose of generating investment returns, as opposed to operational use.
A comprehensive guide to understanding the concept of investment return, including definitions, examples, types, and calculations.
Investment risk refers to the potential for an investor to lose some or all of the capital they invested, due to various factors such as market volatility, economic conditions, and changes in interest rates.
An in-depth look into Investment Trusts, their history, types, key events, advantages, and applications in financial management.
An investment trust is a company that invests its shareholders' funds in a portfolio of securities, providing diversification and professional management to investors.
An investment vehicle is a product used by investors to gain positive returns. This encompasses a range of assets including mutual funds, ETFs, and more, allowing for diversification and strategic allocation.
An in-depth exploration of investment-grade bonds, including their historical context, types, significance, and key considerations in financial markets.
Investor sentiment refers to the overall attitude of investors toward market conditions, which can significantly impact the behavior of financial markets. This entry explores its definitions, types, measurements, and implications.
