Investment software


 

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Investment software

Computer software that helps investors make investment decisions by identifying situations that meet programmed parameters.



Investment software

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Investment value

Investment value

Applies mainly to dealer securities. Fixed income value of a convertible, the price at which the convert would have to sell as a straight debt instrument relative to the yield of other bonds of like maturity, or size, and quality; represents a presumed floor to the bond, assuming the continued creditworthiness of the issuer and the general level of interest rates. Bond value. See: conversion value.


Ethical investment

Ethical investment

The policy of selecting stocks for your portfolio partly on the grounds of the ethical or environmental code pursued by the companies in question.If you ask ten people what they think is ethical you will get ten different answers. Ethical views, by their very nature, are subjective.The major exclusions tend to be arms, alcohol, tobacco, gambling, animal testing, environmental damage and the payment of exploitative wages in developing countries. But the list could extend almost indefinitely and a complete screening by the Ethical Investment Research Service (EIRIS) would eliminate 60% of the FTSE 100 index.You can screen out negative factors or adopt a positive screening process and select companies with a clear environmental policy, for example.An ethical fund or portfolio of shares requires an appropriate performance benchmark. It will not reflect the market movements as a whole as it will hold a higher than average proportion of smaller companies which are much more volatile than blue chips.EIRIS maintains a database which you can use to filter an existing portfolio or to build one from scratch, using your own selection of a wide range of criteria. EIRIS: 020 7840 5700. e-mail: ethics@eiris.org website http://www.eiris.orgIn February 2000 FTSE International launched a set of stock indices called FTSE4Good. This is a tradeable and benchmark index which requires member companies to meet certain ethical standards for inclusion.


Future investment opportunities

Future investment opportunities

The identification of additional, more valuable, investment opportunities in the future that result from a current opportunity or operation.


Undertakings for Collective Investment in Tradable Securities

Undertakings for Collective Investment in Tradable Securities

UCITs are collective funds which can be sold across national borders within the EU in accordance with the 'Undertakings for Collective Investment in Tradable Securities' Directive. For UK investors, one of their significance attributes is they can be sheltered from tax within the Stocks and Shares component of an ISA.


Foreign investment risk matrix (FIRM)

Foreign investment risk matrix (FIRM)

Graph that displays financial and political risk by intervals on which countries may be compared according to risk ratings.


Further Suggestions

Association of Investment Trust Companies
Investment Risk
Association of Private Client Investment Managers and Stockbrokers
Regulated investment company
Multilateral Investment Guarantee Agency (MIGA)
Registered investment adviser
Investment product line (IPL)
Overinvestment
investment income
Normal investment practice
Alternative Investment Market
Underinvestment problem
Investment history
Investment certificate
Trade and investment
Unamortized premiums on investments
Investment letter
Reinvestment effect
Passive investment management
Investment Company Institute (ICI)
Foreign Direct Investment
Unit investment trust
Registered investment company
Zero investment portfolio
Monthly investment plan


 
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