Investment managers oversee and allocate money across different investments for clients or advise on investments. They manage mutual or hedge funds, selecting stocks or bonds likely to perform well. Managers are evaluated based on performance and can be fired if a fund performs poorly. They work for large brokerage firms and must be licensed brokers. […]
Assessing foreign investment risk involves examining the issuer’s background, researching past performance, and considering economic and political conditions in the home country. Understanding potential impacts on returns can help determine if the risk is worth it. Foreign investment is often attractive to domestic investors for various reasons. Investments of this type include almost every type […]
Middle market investment banking helps companies with annual revenue between $25 million and $1 billion to raise capital and achieve business goals. Investment banks provide services beyond raising capital, analyzing business models and suggesting ways for long-term success. Funds can come from private equity investors or an initial public offering. Investment banks analyze situations and […]
Investment brokers handle investment transactions for clients and can specialize in different types of investments. They must have a solid background in finance and investing, a natural aptitude for detail, and a finely tuned sense of integrity. Building a reputation for accuracy and reliability is essential for success. Investment brokers are professionals who handle investment […]
Inventory investment measures the change in inventory levels in an economy and is closely tied to gross domestic product. It is an important indicator of an economy’s future direction, but must be studied along with other factors for a complete economic picture. Inventory investment is a measure of the change in inventory levels in an […]
Investment analysis involves evaluating the potential of an investment opportunity based on economic conditions, earnings ratio, and personal financial goals. It helps investors avoid less desirable investments and focus on opportunities that align with their objectives. The process varies for different types of investments, such as stocks and real estate. Working with a fund manager […]
Private investment in public equity (PIPE) is a financial arrangement where a company issues public securities to an investor at a price below market value to raise additional capital. PIPE deals can involve stocks, bonds, or convertible debt and can be advantageous for smaller companies. However, they have been scrutinized for potential insider trading and […]
Gross investment is the total investment in an asset without considering depreciation, and is used to calculate ROI. If the initial investment is unknown, the current value and depreciation can be added. Tangible and intangible assets are included. ROI is measured against gross investment, not current value, to avoid skewed results. Calculating gross investment is […]
Investment advisory is a crucial part of professional money management, providing advice, insights, and research to decision-makers. Investment advisors recommend asset classes and recognize trends, and their relationship with money managers and investors is symbiotic. Professional money management is a service that encompasses more than just portfolio managers, it’s the decision makers for an investment […]
Short-term investments are held for a year or less, used in a blended investment strategy to balance risk, and can be low or high risk. They can be liquidated quickly, and some funds operate primarily with short-term investments. They provide liquidity and quick returns while long-term investments pay off. A short-term investment is an investment […]
Foreign investment is a powerful force in global economies, with investors seeking lucrative opportunities abroad and governments enacting policies to attract them. The term refers to any investment in which an entity acquires assets outside its home country, and can take the form of real estate or stocks. Governments seek to attract incoming foreign investment, […]
Bilateral investment treaties are agreements between two countries that establish rules for cross-border investment by private companies. They aim to make it more attractive for companies to invest in another country and typically include measures to guarantee fair treatment and protect against asset seizure. They also allow companies to take complaints to an independent international […]
Investment property is any real estate purchased with the intention of earning a return, such as renting, appreciation, or selling at a profit. One strategy is to live in one unit of a multi-family property while renting out the other. Equity can be used to finance the purchase of additional investment properties. Tax sales can […]
An investment scenario is used to analyze potential investment opportunities and can be applied retroactively to existing investments. It considers factors such as market, industry, infrastructure, raw materials, and tax regime to determine the best investment opportunity. It can also be used to analyze the performance of existing investments. An investment scenario is a term […]
Net Investment in Operating Capital analyzes a company’s capital expenditure and working capital. Large investments in long-term assets can lead to financial difficulties during economic downturns, and low working capital can restrict a company’s ability to obtain loans. Net Investment in Operating Capital is a two-part analysis that looks at two different types of business […]
A collective investment scheme involves multiple participants pooling resources to invest in a project, maximizing returns and allowing individuals to participate in investments they couldn’t manage alone. Examples include property and securities, with investors sharing both risk and benefits. A collective investment scheme is an approach to investing in a given project that involves multiple […]
Companies use the R&D cycle to calculate appropriate investment for a project, including materials, facilities, labor, and other expenses. Product theorizing helps plan investment in new business operations, and national accounting standards may allow companies to capitalize a portion of R&D investment. Management accountants use standard cost accounting to determine costs and prepare internal cost […]
Investment calculators come in various forms, including handheld devices, free or paid apps, and online services. They can calculate time value, dollar cost averaging, inflation, and other variables to help investors make informed decisions. There are many different types of investment calculators available to suit most any investor’s needs. Investment calculators may include one or […]
A Guaranteed Investment Certificate (GIC) is a fixed-term savings method available in Canada, where the rate of return is fixed or variable, and the investor’s money is backed by a government scheme if the bank fails. GICs offer higher interest rates than deposit accounts but lower than investment products like stocks. Registered GICs offer tax […]
Becoming an investment director requires extensive education in business and management, with a focus on finance and investment courses. Internships and extracurricular activities can also help build experience and leadership skills. The position involves overseeing financial decisions and managing employees, with potential for high income and advancement. Investment and securities positions involve a variety of […]
