- Industry: Financial services
- Number of terms: 73910
- Number of blossaries: 1
- Company Profile:
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An investment advisory fee charged by the financial adviser to a fund typically on the basis of the fund's average assets, but sometimes determined on a sliding scale that declines as the dollar amount of the fund increases.
Industry:Financial services
See: EAFE Index
Industry:Financial services
A report from management to shareholders that accompanies the firm's financial statements in the annual report. It explains the period's financial results and enables management to discuss topics that may not be apparent in the financial statements in the annual report.
Industry:Financial services
A market capitalization-weighted benchmark index made up of equities from 15 European countries. France, Germany, and the United Kingdom represent about two-thirds of the index.
Industry:Financial services
The person or persons responsible for the overall investment decisions of a mutual fund.
Industry:Financial services
A market capitalization-weighted benchmark index made up of equities from Pacific Basin countries. Japan represents about three-fourths of the index.
Industry:Financial services
Decisions concerning the operation of the firm, such as the choice of firm size, firm growth rates, and employee compensation.
Industry:Financial services
A market capitalization-weighted benchmark index made up of equities from 23 countries, including the United States.
Industry:Financial services
Flexibility in the timing and scale of investment provided by a real investment option.
Industry:Financial services
A capitalization-weighted benchmark index of the most actively traded real estate investment trusts (REITs), designed to measure real estate equity performance.
Industry:Financial services
