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Investment Policy Statement - IPS
A document drafted between a portfolio manager and a client that outlines general rules ...
缩写 2021-06-19 -
Society for Worldwide Interbank Financial Telecommunications - SWIFT
An industry owned co-operative supplying secure messaging services and interface softwar...
缩写 2021-06-19 -
Registered Investment Advisor - RIA
An advisor, registered with the Securities and Exchange Commission, who manages the inve...
缩写 2021-06-19 -
CHF
In currencies, this is the abbreviation for the Swiss franc. |||The currency market, al...
缩写 2021-06-19 -
Guaranteed Investment Fund - GIF
A type of investment product offered by insurance companies that allows its client to in...
缩写 2021-06-19 -
Net Income - NI
1. A company's total earnings (or profit). Net income is calculated by taking revenues a...
缩写 2021-06-19 -
Tactical Asset Allocation - TAA
An active management portfolio strategy that rebalances the percentage of assets held in...
缩写 2021-06-19 -
Constant Proportion Portfolio Insurance - CPPI
A method of portfolio insurance in which the investor sets a floor on the dollar value o...
缩写 2021-06-19 -
Accelerated Cost Recovery System - ACRS
A system of depciation introduced by the Economic Recovery Tax Act of 1981. ACRS depciat...
缩写 2021-06-19 -
Social Security Number - SSN
A federal taxpayer identification number for Americans. An SSN number is required to get...
缩写 2021-06-19