risk profile
investment approach
risk management
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
custodian
financial advisor
willingness to accept risk
investment mandate
growth
liquid / liquidity
maturity / term (of investment)
outperform
fund update
aggressive
asset class
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
primary sector
alternatives sector
fixed income (interest) sector
equities sector
private equity sector
property sector
financial capacity
investment strategy
asset
growth assets
income assets
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
cost of investment
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