Banca de inversión

An endowment is a fund committed to long-term investment with the intention of using investment income for a designated purpose.

• True

• False

Is the amount of return expected from an investment from its inherent value...

• Annual return

• Alpha

• Beta

The quarterly report is the yearly audited record of a corporation or a mutual fund's condition and performance that is distributed to shareholders

• True

• False

One basis point is equal to 1/100th of 1%, or 0.01%, or 0.0001, and is used to denote the percentage change in a financial instrument

• True

• False

A high-quality, relatively low-risk investment; the term usually refers to stocks of large, wellestablished companies that have performed well over a long period

• Unicorn

• Risk capital

• Blue chip

• None of the above

Any market in which prices are advancing in an upward trend.

• Bear market

• Bull market

Is a type of security that involves a collection of securities—such as stocks—that often tracks an underlying index.

• Hedge fund

• ETF

• S&P 500

The Fair Market Value (FMV) is the price that an investment would sell for on the open market.

• True

• False

A lower-rated, usually higher-yielding bond, with a credit rating of BB or lower.

• Munis bond

• Zero interest bond

• High yield bond

• Junk bond

An ABS (Asset backed security) is an investment like a bond that is made up of a bundle of home loans bought from the banks that issued them.

• True

• False