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Asset Class

A certain group of assets that have the same, or similar, characteristics in terms of nature, type, risk-return profiles, revenue...

Diversification

A process or strategy that is applied to investments for the purpose of lowering the overall risk involved. Diversification revolves...

Deep-Value Investing

An investing methodology or strategy that involves purchasing a company's stocks at a deep discount against the value of its...

Portfolio Rebalance

Rebalancing a portfolio is the process aiming to sell or buy assets (e.g., securities) that have impacted the value of...

Rebalancing

Rebalancing a portfolio is the process aiming to sell or buy assets (e.g., securities) that have impacted the value of...

Rebalancing a Mutual Fund

Rebalancing a mutual fund is the process of bringing the fund's asset allocation back to its originally set proportions. This...

Passive Management

An investing method that aims to maximize returns by the least number of buy and sell transactions (orders)- i.e., minimal...

Passive Investing

An investing method that aims to maximize returns by the least number of buy and sell transactions (orders)- i.e., minimal...

Incorporation by Reference

A type of incorporation that takes place when disclosure in a certain filed document is deemed to be included in...

Third Party Tender Offer

A tender offer in which a third party seeks to acquire another company’s securities. The third party makes a solicitation...