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Takedown Off The Shelf

The process of making a shelf-registered public offering (of securities) active and running. In other words, such an offering is...

Takedown of Securities

The process of making a shelf-registered public offering (of securities) active and running. In other words, such an offering is...

Takedown

The process of making a shelf-registered public offering (of securities) active and running. In other words, such an offering is...

Shelf Registration Statement

A filing with an exchange regulatory (e.g., Securities and Exchange Commission) for registration of a public offering, where an issuer...

Hybrid Collar

A collar strategy which is designed to protect a portfolio from the simultaneous occurrence of a number of negative events....

Risk Parity Portfolio Construction

A portfolio construction strategy and methodology that involves equating the contribution to risk from every group of assets (portfolio) taking...

E-V Maxim

The proposition that an investor should choose the portfolio with the highest expected return for a specific degree of risk....

Expected Return-Variance Maxim

The proposition that an investor should choose the portfolio with the highest expected return for a specific degree of risk....

Screening Variable

A decision variable that an investor uses for screening- i.e., sifting through the broad universe of securities (and any other...

Security Screening

The process of narrowing the exceedingly large universe of investable securities down to a manageable size so that remaining candidates...