Zero investment portfolio

 

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Zero investment portfolio

A portfolio of zero net value established by buying and shorting component securities, usually in the context of an arbitrage strategy.



Zero investment portfolio

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Trade and investment

Trade and investment

The interactions between, and the rules and policies governing, international trade and foreign direct investment. One of the Singapore Issues.


Personal Investment Authority

Personal Investment Authority

A Self Regulating Organisation (SRO) authorised by the Financial Services Authority (FSA) which regulates the majority of companies conducting investment business with private investors in the financial services market.The PIA replaced FIMBRA and LAUTRO and some activities of IMRO and the SFA in 1994.All regulatory functions of the PIA were taken over by the Financial Services Authority (FSA) in December 2001.


Real Estate Investment Trust (REIT)

Real Estate Investment Trust (REIT)

REITs invest in real estate or loans secured by real estate and issue shares in such investments. A REIT is similar to a closed-end mutual fund.


Enterprise Investment Scheme

Enterprise Investment Scheme

The Enterprise Investment Scheme is a UK tax incentive scheme designed to encourage investors to invest in unquoted companies. The benefits are:Income tax relief at 20%: so if you invest 10,000, the taxman gives you 2,000 back.CGT relief: provided you hold your investment for five years, any gains subsequently made are free of capital gains tax.Tax relief on losses: if your EIS investment is a disaster, you can set the losses off against gains made in the tax year in which you incur losses.Rollover relief: if you use the proceeds from selling shares in Company A to invest in Company B, and Company B is an EIS-qualifying company, you won't have to pay tax on the gains made from Company A until you subsequently dispose of Company B's shares. i.e. your gain is rolled over.The maximum amount you can invest in an EIS is 150,000 annually. Similar tax breaks are available from investments in Venture Capital Trusts (VCTs). Essentially, these are investment trusts that invest in small unquoted companies. As with EIS investments, there are lots of rules which, if broken, will invalidate the tax advantages.The risks associated with EIS companies are high and you should take professional advice before committing funds to them.


Investment software

Investment software

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


Further Suggestions

Investment letter
Investment Management Regulatory Organisation
alternative investment
Monthly investment plan
Alternative investments
return on investment
Expected return on investment
Investment Risk
Legal investments
Investment manager
Foreign investment risk matrix (FIRM)
Value Line investment survey
investment business
Alternative Investment Market
Reinvestment rate
Registered investment company
Unamortized premiums on investments
Investment philosophy
Foreign direct investment (FDI)
Target investment mix
Investment agreement
Foreign portfolio investment
Automatic reinvestment
investment club
Investment bank


 
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