INVESTMENT AND PORTFOLIO MANAGEMENT

These investors are willing to bear more risk for higher returns.

• Baby

• Adult

• Young

• Older

An interest in an asset held by a trustee for the benefit of another person.

• Mutual Funds

• Personal Trusts

• Pension Funds

• Endowment Funds

It is a speed and ease with which asset can be converted into cash.

• Liquidity

• Solvency

• Investment Horizon

• Regulations

It is the planned liquidation date.

• Liquidity

• Solvency

• Investment Horizon

• Regulations

The fiduciary responsibility of a professional investor.

• Passive investor rule

• Patient investor rule

• Prudent investor rule

• Active investor rule

It formulates broad asset allocation decisions.

• Investment manager

• Investment policy

• Investment portfolio

• Investment committee

It is the approved list of assets in which the company's portfolios may invest.

• Asset galaxy

• Asset allocation

• Asset universe

• Asset management

This investment policy is trying to secure better than average performance.

• Active

• Passive

• Neutral

• Mix

This investment policy is trying to get average returns rather than do better than the market.

• Active

• Passive

• Neutral

• Mix

This type of investor has no minimum requirement and has a conservative risk tolerance.

• Life insurance company

• Non-life insurance company

• Mutual fund

• Personal trust