Glossary of Investment Definitions

An Asset Management Firm is a regulated organisation that makes investments on behalf of clients. Also known as an Asset Manager.

An Investment is a thing worth owning as it is expected to generate a positive return in the future. Common investments include stocks, bonds, property and mutual funds.

An Investment Decision is a decision to buy, sell, hold or not hold a specific Investment.

The Investment Process of an Investor is the set of steps they typically take to make their Investment Decisions.

An Investor is any person or entity who commits capital with the expectation of receiving financial returns. Investors use Investments in order to grow their capital and/or provide an income.

A Portfolio Manager is a person working for an Asset Management Firm who is responsible for making investments on behalf of the clients of the Asset Manager.

An Order List is a list of orders to be executed.

 

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