The Investment Association Investment Manager Trade Body

In such an index, larger companies account for a greater portion of the index. Value stock – Typically an overlooked or underpriced company that is growing at slower rates. United Nations Global Compact (UNGC) – Strategic policy and advocacy initiative that aim to mobilize a global movement of sustainable companies and stakeholders in the areas of human rights, labor, environment and anti-corruption. Turnover Ratio – Percentage of holdings in a mutual fund that are sold in a specified period.

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Enable your end users to make fractional investing in stocks and ETFs, starting with as little as 1 EUR. We connect to exchanges and market makers, and place orders at the best execution prices. The need for infrastructure investment is forecast to reach $94 trillion between 2016 and 2040, with a $15 trillion investment gap. Electricity, telecoms, rail and water sectors are expected to account for over 60% of the required investment.

Portfolio – A collection of investments owned by one organization or individual, and managed as a collective whole with specific investment goals in mind. Number of Holdings – Total number of individual securities in a fund or portfolio. Corporate engagement – Shareholders entering into discussions with company management in order to better understand the company’s management of certain risks and/or to influence a company’s decision making process. Capital gain – The difference between a security’s purchase price and its selling price, when the difference is positive. Alternative Minimum Tax (AMT) – Federal tax, revamped by the Tax Reform Act of 1986, aimed at ensuring that wealthy individuals, trusts, estates and corporations pay at least some tax.

Asset allocation – The process of dividing investments among cash, income and growth buckets to optimize the balance between risk and reward based on investment needs. On 6 April 2020, the Commission submitted a report on the application of the regulation. On 19 March 2019, the EU adopted a regulation to create a system to cooperate and exchange information on investments from non-EU countries that may affect security or public order. The regulation makes sure that the EU is better equipped to protect its interests, while remaining among the world’s most open investment areas. In its Trade Policy Review, the European Commission announced its intention to pursue sustainable investment agreements with Africa and the Southern Neighbourhood, focusing on investment facilitation. This initiative is being https://trustmediafeed.s3.eu-north-1.amazonaws.com/canpeak-resources/canpeak-resources-canada-review.html developed in negotiations for a Sustainable Investment Facilitation Agreement with Angola, and the EPA deepening negotiations with five countries of Eastern and Southern Africa.

Portfolio Insights

With higher inflation seemingly here to stay, the inflation-hedging elements of infrastructure come to the fore. Companies are generally able to pass the impact of inflation through to the costs of their services (often with an debt cost pass-through). The sector typically outperforms during period of higher inflation (even if inflation is falling). Amid a challenging economic backdrop and the rising risk of recession, it’s worth noting the low volatility and defensive qualities of sustainable infrastructure. Securitisation involves bundling the cash flows from various loans, such as mortgages, car loans and credit card payments, into bonds.

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• Blue chip – A high-quality, relatively low-risk investment; the term usually refers to stocks of large, well-established companies that have performed well over a long period.
• This especially concerns technologies suitable for enhancing military and intelligence capabilities.
• Stay ahead of the curve with the knowledge and perspectives that matter most in the world of impact investing.
• For over three decades we have applied the same investment philosophy consistently across our investment strategies.
• Market Cap – Most indexes are constructed by weighting the market capitalization of each stock on the index.

In general, the longer the average maturity, the greater the fund’s sensitivity to interest-rate changes, which means greater price fluctuation. A shorter average maturity usually means a less sensitive – and consequently, less volatile – portfolio. On 15 January 2025, the Commission adopted a recommendation to Member States on reviewing outbound investments in technology areas critical for the economic security of the EU.

By investing a fixed amount, you purchase more shares when prices are low, and fewer shares when prices are high. By contributing to economic growth, job creation and integration in global value chains, foreign investment tends to benefit host countries as well as home countries. Through domestic policies and international agreements, most countries seek to improve conditions to attract investors. Findings by the World Bank also highlight the importance of helping investors retain and expand their existing investments. Morningstar ratings – System for rating open- and closed-end mutual funds and annuities by Morningstar Inc. of Chicago.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. Offer your end users fully customised portfolios of stocks or ETFs – and soon you’ll be able to add crypto assets. High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients.