Tag: mutual

Money Management definition explanation

What is Money Management?
The process of budgeting, saving, investing, spending or otherwise in overseeing the cash usage of an individual or group. The predominant use of the phrase in financial markets is that of an investment professional making investment decisions for large pools of funds, such as mutual funds or pension plans.

Also referred to as “”investment management”” and/or “”portfolio management””. Read more for examples and further explanation including related video clips and also comments
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Fair Weather Fund definition explanation

What is Fair Weather Fund?
A type of mutual fund that has a tendency to perform well during a bull market. In other words, it is a mutual fund that generally outperforms the market when the market is doing well, and underperforms the market when the market is doing poorly. Read more for examples and further explanation including related video clips and also comments
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Balanced Fund definition explanation

What is Balanced Fund?
A fund that combines a stock component, a bond component and, sometimes, a money market component, in a single portfolio. Generally, these hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate (higher equity component) or conservative (higher fixed-income component) orientation. Read more for examples and further explanation including related video clips and also comments
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System for Electronic Document Analysis and Retrieval – SEDAR definition explanation

What is System for Electronic Document Analysis and Retrieval – SEDAR?
The electronic filing system for the disclosure of documents of public companies and mutual funds across Canada. Read more for examples and further explanation including related video clips and also comments
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Credit Quality definition explanation

What is Credit Quality?
One of the principal criteria for judging the investment quality of a bond or bond mutual fund. As the term implies, credit quality informs investors of a bond or bond portfolio’s credit worthiness, or risk of default.

Also known as a “”bond rating.”” Read more for examples and further explanation including related video clips and also comments
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Jensen’s Measure definition explanation

What is Jensen’s Measure?
A risk-adjusted performance measure that represents the average return on a portfolio over and above that predicted by the capital asset pricing model (CAPM), given the portfolio’s beta and the average market return. This is the portfolio’s alpha. In fact, the concept is sometimes referred to as “”Jensen’s alpha.”” Read more for examples and further explanation including related video clips and also comments
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Free Market definition explanation

What is Free Market?
A market economy based on supply and demand with little or no government control. A completely free market is an idealized form of a market economy where buyers and sells are allowed to transact freely (i.e. buy/sell/trade) based on a mutual agreement on price without state intervention in the form of taxes, subsidies or regulation.

In financial markets, free market stocks are securities that are widely traded and whose prices are not affected by availability.

In foreign-exchange markets, it is a market where exchange rates are not pegged (by government) and thus rise and fall freely though supply and demand for currency. Read more for examples and further explanation including related video clips and also comments
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Green Fund definition explanation

What is Green Fund?
A mutual fund or other investment vehicle that will only invest in companies that are deemed socially conscious in their business dealings or directly promote environmental responsibility. A green fund can come in the form of a focused investment vehicle for companies engaged in environmentally supportive businesses, such as alternative energy, green transport, water and waste management, and sustainable living. Read more for examples and further explanation including related video clips and also comments
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Series 6 definition explanation

What is Series 6?
A securities license entitling the holder to register as a limited representative and sell mutual funds, variable annuities and insurance premiums. Holders of the Series 6 license are not permitted to sell corporate or municipal securities, direct participation programs and options. Read more for examples and further explanation including related video clips and also comments
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Brokerage Window definition explanation

What is Brokerage Window?
The ability to direct trading within a brokerage’s offering through a retirement plan such as a 401(k). As opposed to being limited to the investment options within a sponsored 401(k), some investors have the option to set up a “”window””, which allows them to trade most listed stocks, mutual funds and exchange-traded funds.

May also be known as a “”self-directed account”” (SDA) or “”self-directed brokerage account”” (SDBA). Read more for examples and further explanation including related video clips and also comments
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