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Te reo Māori financial glossary

He Reo Whairawa

Our financial glossary is developed by Dr Karena Kelly and Brook Taurua Grant. It has 100 wealth and investment kupu (words), with the aim of promoting te reo Māori in the wealth and investment sector and related educational programmes.

A

risk profile
investment approach
risk management 

H

collective investment
investment
authorised investments
passive
responsible investing
excluded investments 
fixed income (interest) security 
due diligence
capital loss
active
underperform 
financial return 
non-financial return — for example — social or cultural
income return or yield (income  dividends of interest)
lease income 
negative returns
positive returns
dividends
portfolio

K

custodian
financial advisor

M

willingness to accept risk
investment mandate
growth
liquid / liquidity
maturity / term (of investment)
outperform
fund update
aggressive
asset class

P

investment horizon
short term
long term
benchmark 
investment hurdle rate
defensive
capital preservation 
economic expansion 
short term deposit
long term deposit 
capital return 
inflation 
cash and cash equivalents
term deposit 

R

primary sector
alternatives sector
fixed income (interest) sector
equities sector
private equity sector
property sector
financial capacity
investment strategy
asset
growth assets
income assets

T

fund
managed fund 
net return
operational risk  
investment universe
Statement of Investment Policies and Objectives (SIPO)
total financial return (gross)
market risk
risk
shares or equities
economy
debt
economic recession
asset allocation
distribution
economic indicator
gross return
total financial return (net)
credit rating/ financial strength
conservative
liquidity risk 
currency risk 
credit risk
advice or recommendations

U

cost of investment

W

leverage
portfolio construction (verb/noun) 
to generate income
equity or ownership
performance
investment objectives
target (allocations)
stakeholder
investment opportunity 
debt servicing 
to diversify
diversification
to grow capital or assets
disclosure statement (advisors)
rebalance
balanced