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Investment policy

A formal description of the Investment philosophy that will be utilized for a given Fund, retirement plan, or other investment vehicle.

Related Terms: 3 Fund, Investment philosophy, Retire
Other Related Pages: Category: Strategies Starting With: I
Semi Related Terms: 425 CLICK HERE TO VIEW
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transit, Date of issue, Date of payment, Division of Enforcement, Division of Investment Management, Division of Market Regulation, Date of record, Dividend in arrears, Dividend Reinvestment Plan, Dividend rollover plan, Desk (the), Division of labor, De-escalation clause, De facto, Durable Power of Attorney, Date of maturity, Debtor in possession, Debtor-in-possession financing, Debt retirement, Deed of Release, Deed of Trust, Discharge of bankruptcy, Discharge of lien, Due-on-sale clause, Dual-purpose fund, Deep in the money, Deep out of the money, Deed of Surrender, Department of Housing and Urban Development, Defined benefit plan, Defined contribution plan, Defensive investment strategy, Dogs of the Dow, Depth of market, Eurodollar certificate of deposit, Either-or order, E-mini, Exchange for futures, Exchange for physical, Exchange of spot, Employee Stock Purchase Plan, Enhanced index fund, Environmental fund, Equity fund, Exchange fund, Employee Retirement Income Security Act of 1974, First In First Out, Form 10-Q, Flow of funds, Fill or kill, Front-ending an order, Fund supermarket, Forward P/E, Factors of production, Favorable balance of trade, Foreign direct investment, Fee-for-service, Form 8-K, Form S-1, Fund, Family of funds, Focused fund, Fund family, Fund manager, Fund of funds, Flexible benefit plan, Frozen plan, Fixed investment trust, Free right of exchange, Guaranteed Investment Contract, Good Til Canceled, G-7, General Agreement on Tariffs and Trade, G-8, Global fund, Growth and income fund, Growth fund, Gather in the stops, Hart-Scott-Rodino Act of 1976, Hit the bid, House of issue, Holder in due course, Home equity line of credit, Hedge fund, Hammering the market, Held at the opening, Holding the market, Investment flows, In escrow, Investment bill, Investment-grade bond, Investment letter, Investment security, Investment value, In-house, Investment Advisor Act of 1940, Investment bank, Investment banker, Investment Bankers Association, 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close order, Medium of exchange, Money at call, Mutual fund, Mutual fund custodian, Mutual fund symbol, Net investment, Negotiable certificate of deposit, Negotiable Order of Withdrawal, Notice of Sale, National Association of Securities Dealers, National Association of Securities Dealers Automated Quotations system, Notice of Default, National Association of Real Estate Investment Trusts, Non-investment property, Non-contributory plan, Non-insured plan, Non-qualified retirement plan, Normal retirement age, Off the books, Other current assets, Other long term liabilities, Office of Thrift Supervision, Out-of-favor, Over-the-Counter, On-floor order, On margin, Or better, Other income, Opinion of title, On account, On-the-spot loan, Open-end fund, Option income fund, Out of the money, On-balance volume, On close, On open, On the opening, Pooling of interests, Pro forma, Payment-in-kind security, Price Value of a Basis Point, Payment for order flow, P&L, Provision for income taxes, 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Street, Timing the market, Taxpayer Relief Act of 1997, Tax Reform Act of 1986, Tax Reform Act of 1993, Take a bath, U.S. Government Agency Security, U.S. Savings Bond, U.S. Treasury, U.S. Treasury Bill, U.S. Treasury Bond, U.S. Treasury Note, U.S. Treasury Securities, Underfunded pension plan, Unit Investment Trust, Unit of trade, Unit of trading, Voluntary accumulation plan, Variable ratio plan, World fund, Waiver of premium, W-2 Form, W formation, X or XD, Y shares, Z shares, Zero-investment portfolio