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In alternative investments, operational due diligence (ODD), is an investigation (due diligence) into operational factors of alternative investment entities such as a hedge fund, private equity fund, or infrastructure fund. ODD has gained prominence over the past years due to the failure of hedge funds such as Amaranth Advisors and the Bayou ...
Stockspot. Stockspot is an online investment adviser and fund manager based in Sydney, Australia. [1] It is the first fully paperless digital investment advice platform in Australia and provides consumers with access to professional investment services for less than the typical cost of a traditional financial adviser or wealth manager.
An investor profile or style defines an individual's preferences in investment decisions, for example: [1] Short-term trading ( active management) or long term holding ( buy and hold) Risk-averse or risk tolerant / seeker. All classes of assets or just one ( stocks for example) Value stock, growth stocks, quality stocks, defensive or cyclical ...
Registered investment adviser. A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...
Investment policy statement. An Investment policy statement ( IPS) is a document, generally between an investor and the assisting investment manager, recording the agreements the two parties come to related to issues relating to how the investor's money is to be managed. In other cases, an IPS may also be created by an investment committee (e.g ...
Investment banking is an advisory-based financial service for institutional investors, corporations, governments, and similar clients. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities.
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