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  2. Accumulator (structured product) - Wikipedia

    en.wikipedia.org/wiki/Accumulator_(structured...

    Terms of the accumulator contract between two counterparties are specified in a term sheet. They will usually include the following: The Reference Shares ("the shares"), or the underlying security of the contract. The quantity and class of shares (if there are more than one class). The strike price, also called the exercise price.

  3. Sovereign wealth fund - Wikipedia

    en.wikipedia.org/wiki/Sovereign_wealth_fund

    The term "sovereign wealth fund" was first used in 2005 by Andrew Rozanov in an article entitled, "Who holds the wealth of nations?" in the Central Banking Journal. [1] The previous edition of the journal described the shift from traditional reserve management to sovereign wealth management; subsequently the term gained widespread use as the spending power of global officialdom has rocketed ...

  4. OTC Markets Group - Wikipedia

    en.wikipedia.org/wiki/OTC_Markets_Group

    OTC Markets Group, Inc. (formerly known as National Quotation Bureau, Pink Sheets, and Pink OTC Markets) is an American financial services corporation that operates a financial market providing price and liquidity information for almost 12,400 over-the-counter (OTC) securities. [3]

  5. Fact sheet - Wikipedia

    en.wikipedia.org/wiki/Fact_sheet

    Jetstar Boeing 787 fact sheet. A factsheet or fact sheet, also called fact file, is a single-page document containing essential information about a product, substance, service or other topic. Factsheets are frequently used to provide information to an end user, consumer or member of the public in concise, simple language. They generally contain ...

  6. Indonesia Investment Authority - Wikipedia

    en.wikipedia.org/wiki/Indonesia_Investment_Authority

    The Indonesian government will support the fund with $5 billion in cash and other assets. The United Arab Emirates has announced a plan to invest $10 billion in INA. [ 10 ] For the financing of infrastructure projects, an additional US$4.2 billion has been allocated and added to the fund in November 2021.

  7. Asset classes - Wikipedia

    en.wikipedia.org/wiki/Asset_classes

    Multiple asset classes mixed together in a fund structure can provide an investor with exposure through a single relationship. While the bulk of the global funds are traditional in nature, as is the case of a mutual fund , some funds would be classified as alternative investments such as hedge funds and private equity funds often considered an ...

  8. Collective trust fund - Wikipedia

    en.wikipedia.org/wiki/Collective_trust_fund

    While operating in many respects similar to a mutual fund, a collective trust is not regulated by the U.S. Securities and Exchange Commission, but rather is established under Title 12, Section 9.18(a)(2) of the Code of Federal Regulations of the Office of the Comptroller of the Currency (OCC), a division within the U.S. Department of the Treasury.

  9. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    The paper proposes that the performance of a fund depend on the selection of asset classes (now described as Asset allocation) and on the selection of securities within an asset class. [ 6 ] In 1985 and 1986, Brinson and Fachler (1985) and Brinson, Hood, and Beebower (1986) introduced the Brinson models as a foundation for investment portfolio ...