|
Investment advisory service |
|
|
|
Home Site Map Add Term Search About Us Contributors |
Investment advisory serviceA business that specializes in providing investment advice for a fee. All advisers of an advisory service must be registered with the Securities and Exchange Commission.Investment advisory service Similar MatchesEthical Investment Research ServiceEthical Investment Research ServiceThe Ethical Investment Research Service (EIRIS) which maintains a database which you can use to help you select an 'ethically sound' portfolio of stocks.EIRIS020 7840 5700 e-mail: ethics@eiris.orghttp://www.eiris.org Alternative investmentsAlternative investmentsRefers to investments in hedge funds. Many hedge funds pursue strategies that are uncommon relative to mutual funds. Examples of alternative investment strategies are: long-short equity, event driven, statistical arbitrage, fixed income arbitrage, convertible arbritage, short bias, global macro, and equity market neutral. Investment bondInvestment bondA unit linked single premium whole life assurance policy. Part of the premium gives life cover whilst the balance is invested in unitised funds. Under certain circumstances, since the bond is a life policy, certain tax advantages may be enjoyed. For example if the capital and annual interest are reinvested in full, there is no immediate liability to higher rate tax. If the proceeds of the bond are subsequently taken when a former higher rate taxpayer has become a basic rate payer, there is no higher rate tax liability. Real estate investment trustReal estate investment trustIn the US, a publicly traded investment trust which invests the capital of its shareholders in real estates.Some REITs, called 'Equity Reits', take equity positions in real estate, receiving income from rents and capital growth from selling buildings.Others specialise in lending money to property developers, their income coming from interest payments on those loans.Hybrid REITS do a mixture of equity investing and property lending.REITs enjoy special tax advantages provided 75% or more of their income comes from property and 95% or more of their net earnings is distributed to shareholders annually. Investment companyInvestment companyA company which invests the funds of small private investors in a range of securities. This enables fund shareholders to partake in ownership of a diversified portfolio of shares. Investment companies are classified as either open end (mutual fund) or closed end (investment trust). Further SuggestionsInvestment Company Institute (ICI)investment grade Recognised Investment Exchange Brown field investment Underinvestment problem Net investment income per share Investment return on investment Registered investment company dividend reinvestment plan Unamortized premiums on investments Leveraged investment company Income investment company Monthly investment plan Investment Company Act of 1940 Temporary investment Investment management investment Direct Foreign Investment Reinvestment Trade and investment Portfolio investment Investment letter Investment manager Overinvestment |
|
|
|