Tag Archives: portfolio management

Guaranteed Investment Fund

Guaranteed Investment Fund Guaranteed investment income is a type of investment product by insurance companies that allow clients to invest in equity, bond, and/or index fund. While providing a promise of a predefined minimum value of the fund will be available at the fund’s maturity. Guarantor An entity that commits to providing the funds required…

Read More

Fund Flow

Fund Flow Fund flow, also referred to as asset flows or just “flows,” measures the net movement of cash into and out of investment vehicles like mutual funds and exchange-traded funds. They do not reflect the performance of the investment, only how investors move their money. Outflows reflect share redemptions, or when investors take their…

Read More

Index Fund

Index Fund An index mutual fund or ETF (exchange-traded fund) tracks the performance of a specific market benchmark—or “index,” like the popular S&P 500 Index—as closely as possible. That’s why you may hear people refer to indexing as a “passive” investment strategy. Instead of hand-selecting which stocks or bonds the fund will hold, the fund’s manager buys all…

Read More

Fixed cost

Fixed cost Fixed cost is a cost that does not change when sales or production volumes increase or decrease. This is because they do not directly associate with manufacturing a product or delivering a service. As a result, fixed costs are indirect. Fixed costs can include property taxes, rent, salaries and the cost of benefits…

Read More

Gross domestic product (GDP)

Gross domestic product (GDP) Gross domestic product (GDP), the total market value of the goods and services produced by a country’s economy during a specified period. It includes all final goods and services—that is, those that produce from the economic agents in that country regardless of their ownership. Moreover, it is used throughout the world…

Read More

Economic Growth Rate

Economic Growth Rate Economic growth Rate describes an increase in the quantity and quality of the economic goods and services that a society produces and consumes. From the long-term perspective of social history, we know that economic prosperity and lasting economic growth is very recent achievement for humanity. In this entry, we will also look…

Read More

Effective Gross Income

Effective Gross Income What is Effective Gross Income (EGI)? There’s big money-making potential with an investment rental property. However, determining how much you’ll actually make isn’t as simple as multiplying the monthly rent by 12. To understand your true cash flow, you’ll need to keep an eye on your effective gross income (EGI) about your net…

Read More

Diluted EPS

Diluted EPS The Diluted EPS formula is equal to Net Income less preferred dividends, divided by the total number of diluted shares outstanding (basic shares outstanding plus the exercise of in-the-money options, warrants, and other dilutive securities). Also, the concept of diluted shares outstanding can be equated to a pie, of sorts. If more slices are…

Read More

Basic Earnings Per Share (EPS)

Basic Earnings Per Share (EPS) Earnings per share (EPS) is a key metric that determines the common shareholder’s portion of the company’s profit. EPS measures each common share’s profit allocation about the company’s total profit. IFRS uses the term “ordinary shares” to refer to common shares. The EPS figure is important because it is used…

Read More