Portfolio investmentThe acquisition of portfolio capital. Usually refers to such transactions across national borders and/or across currencies.
Association of Unit Trusts and Investment FundsAssociation of Unit Trusts and Investment Funds
A trade association formed in 1959 to represent the interests of unit trusts and known then as the Unit Trust Association. The Association was renamed AUTIF in April 1993 and merged with the Fund Manager's Association in February 2002 to form the Investment Management Association (IMA). Its stated objectives are:to make representations to the UK Government on legislative, regulatory and taxation matters which affect the business interests of its membersto liase with the Financial Services Authority and other organisations in the UK and Europe on regulatory matters and other important issuesto increase public awareness and understand ing of investment fundsto seek to improve the standards of training in the industryto seek to integrate personal finance education into the school curriculumto add value to member companies by providing them with information, guidance and assistance in matters related to their businessto offer an information service to external parties interested in the activities of the UK investment funds industryIMA's website is: http://www.investmentfunds.org.uk
Target investment mixTarget investment mix
The percentage mix of stocks, bonds, and short-term reserves that an investor considers appropriate based on his/her personal objectives, time horizon, risk tolerance, and financial resources.
Independent investmentsIndependent investments
Investments available to a firm that may be selected individually or in groups because each investment is different in its nature and purpose.
Passive investment strategyPassive investment strategy
See: Passive investment management.
The buying of shares in individual companies or units in collective funds (unit trusts, OEICs etc) in order to earn income and to make a capital profit.The placing of money with banks and other financial institutions in order to earn interest.In the UK, the Financial Services Act 1986 defines investments to include shares, debentures and other securities such as government securities, certain options and warrants, unit trusts and other forms of collective investment schemes, futures contracts and some long term life insurance contracts.
Further SuggestionsRegulated investment company
Income investment company
Foreign investment argument for protection
Zero investment portfolio
Unit Share Investment Trust (USIT)
Future investment opportunities
Finite Life Real Estate Investment Trust (FREIT)
protected investment products
Passive investment management
Leveraged investment company
Mutually exclusive investment decisions
Bank Investment Contract (BIC)
Return on investment (ROI)
dividend reinvestment plan
Investment opportunity set