ASSET MIX
It is the classification of the assets within a portfolio or a fund. Assets may be assigned to one of the following classes of core assets: real estate, cash, bonds (fixed income), and stocks (equities). There are also other categories that are sometimes taken as asset classes such as limited partnership interests, hedge funds, international investments, and commodities.
Usually, the asset mix is shown as a percentage sets of every class of asset contribution to the portfolio’s total market value. It is a vital determinant of the reward/risk fund profile, which is an important determinant of the performance results in the long term.
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Target Return
Pricing model used in valuing a business based on what an investor expects from any capital invested in the firm. It is computed by adding the amou ...
Remainder Man
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Average Collected Balance
The total average of the collected funds in a bank account in a month. The balance is calculated by adding the collected balance and dividing it by ...
Bankable Funds
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Prudent-Person Rule
A legal maxim that restricts the discretion in a client's account to investments that a prudent person seeking reasonable income and preservati ...
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