Wherever possible we try to use non-jargon language. However, here is a description of some investment terminology we might use.
Active management
Active management involves making decisions about buying and selling holdings in a portfolio. Active managers seek to perform in excess of a particular benchmark and aim to achieve other objectives such as sustainable or ethical investing.
Discrete performance
This is the percentage performance of an investment over a specified period of time.
Evalue
Hedge/hedging
Large cap
Negative correlation
Passive investing
Peer analysis
Sector weighted average benchmarks
Small cap
Strategic allocation
Strategic bond sector
Tactical asset allocation
Value based stock
VIX index
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