Investment Terminology

Investment Terminology

Are you confused about the following?

1) Relative return vs. absolute return
2) Active vs. passive management
3) Segregated vs. pooled investment
4) What a total return policy means?
5) The total expense ratio of your portfolio
6) The impact of ethical screening on investment returns
7) The possible downside of a high income strategy
8) The different risk profiles of asset classes
9) The dangers of illiquidity of alternative asset classes
10) Gross returns vs. Net returns

PMIR is here to help remove the mist so that you can see clearly the direction in which your charity needs to move.

© 2017 Paul Mitchell Investment Reviews Limited

PMIR is not regulated or authorised by the FCA and is not authorised to give investment advice.