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2. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

3. What is a broad-based index fund? - AOL

   www.aol.com/finance/broad-based-index-fund...

   How do broad-based index funds work? Index funds can be in the form of mutual funds or exchange-traded funds (ETFs). Fund managers aim to replicate the performance of the index by constructing a ...

4. What are the different types of index funds? - AOL

   www.aol.com/finance/different-types-index-funds...

   Here are a few popular bond index funds: Vanguard Long-Term Bond ETF (BLV) – This fund aims to track the performance of the Bloomberg U.S. Long Government/Credit Float Adjusted Index and provide ...

5. Performance fee - Wikipedia

   en.wikipedia.org/wiki/Performance_fee

   Performance fee. A performance fee is a fee that a client account or an investment fund may be charged by the investment manager that manages its assets in addition to its management fee. A performance fee may be calculated many ways. With respect to a separate account, it is often based on the change in net realized and unrealized gains ...

6. Investment performance - Wikipedia

   en.wikipedia.org/wiki/Investment_performance

   Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.

7. Investment fund - Wikipedia

   en.wikipedia.org/wiki/Investment_fund

   An investment fund is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group such as reducing the risks of the investment by a significant percentage. These advantages include an ability to:

8. Mutual fund - Wikipedia

   en.wikipedia.org/wiki/Mutual_fund

   A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

9. Asset allocation - Wikipedia

   en.wikipedia.org/wiki/Asset_allocation

   Asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1] The focus is on the characteristics of the overall portfolio.