OVERLAY
A management style that matches separately managed accounts of an investor, preventing the formation of inefficiencies. Overlay management uses software to track the combined position from the separate accounts. Any possible portfolio adjustments will be analyzed by the overlay system, which makes sure the overall portfolio will remain in balance and prevent any inefficient transactions from occurring.
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Acquired Fund Fees And Expenses - AFFE
A line item within a prospectus of a fund-of-funds which displays the underlying funds' operating expenses. This was regarded as a requirement ...
Desk Trader
A trader restricted to instituting trades for the clients of a firm and unable to trade with own accounts of his or her firm.
Trend Analysis
Technical analysis of the stock’s future movement by analyzing the historical data or previous performance. It is based on the idea traders w ...
Nasdaq Intermarket
An electronic marketplace in which the National Association of Securities Dealer (NASD) members may execute trades, communicate, and accept quotati ...
Put To Seller
The exercise of a put option. Put to seller often occurs when the strike price of the put is lower than the underlying security’s market valu ...
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SEE FOREX TUTORIAL
Ethical Investing: Niche Investment Style
Over the past two years, sustainable, responsible, and impact investing (SRI) has grown significantly in the United States. Based on the US SIF Fou ...
Ethical Investing: Socially Responsible Investing
Socially responsible investors look for socially responsible companies, especially their relations with outsiders.
First and foremost, th ...
A Guide to Your Personal Income Tax: Steps to Take before April 15
Taxpayers, remember these two dates when filing your tax return: December 31 and April 15. We have previously discussed what to do before the year ...
Ethical Investing: Activism and Advocacy of Shareholders
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Starting Your Own Small Business: Financing a Business
After choosing the business you want to go into, regardless of the line of business, you need a startup capital in order to keep the business going ...
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| Time | Country | Indices | Period |
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| 11:00 | Ifo Business Climate Index | Jan | |
| 11:00 | Ifo Current Assessment | Jan | |
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| 02:30 | NAB Business Confidence | Dec | |
| 04:00 | Credit Card Spending | Dec |
