Dr. Harvey's Financial Glossary

Thursday, May 15, 2008

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Investment philosophy: The style and general ideology of investment practiced by an investor. Certain investors favor small-capitalization stocks, while others prefer large blue-chip stocks, for example.
Investment policy: Statement of objectives and constraints for an individual's or organization's approach.
Investment product line (IPL): The line of required returns for investment projects as a function of beta (non diversifiable risk).
Investment Risk: Uncertainty about the future benefits to be realized from an investment.
Investment software: Computer software that helps investors make investment decisions by identifying situations that meet programmed parameters.
Investment strategy: A strategy, or plan of attack, an investor uses when deciding how to allocate capital among several options including stocks, bonds, cash equivalents, commodities, and real estate. The strategy should take into account the investor's tolerance for risk as well as future needs for capital.
Investment strategy committee: A committee within a brokerage firm that conducts research and makes recommendations on the firm's stated investment strategy.
Investment Tax Credit: Proportion of new capital investment that could be used to reduce a company's tax bill (abolished in 1986).
Investment trust: A closed-end fund regulated by the Investment Company Act of 1940. These funds have a fixed number of shares that are traded on the secondary_market, like corporate stock. The market price may exceed the asset value per share, in which case shares are selling at a premium. When the market price falls below the (NAV)/share, shares are selling at a discount. Many closed-end funds are of a specialized nature; the portfolio represents a particular industry or, country. These funds are usually listed on US and foreign_exchange.
Investment Valuation Model (IVM): The basic mathematical technique of finance that calculates the value of an investment as the present value of all future cash flows expected to be generated by the investment.
Investment value: Applies mainly to dealer securities. Fixed income value of a convertible, the price at which the convert would have to sell as a straight debt instrument relative to the yield of other bonds of like maturity, or size, and quality; represents a presumed floor to the bond, assuming the continued creditworthiness of the issuer and the general level of interest_rate. Bond value. See: conversion value.
Investment-grade bonds: A bond that is assigned a rating in the top four categories by commercial credit rating companies. S&P classifies investment-grade bonds as BBB or higher, and Moody's classifies investment grade bonds as BAA or higher. Related: High-yield bond.
Investments: As a discipline, the study of financial securities, such as stocks and bonds, from the investor's viewpoint.
Investor: The owner of a asset.
Investor fallout: In the mortgage pipeline, risk that occurs when the originator commits loan terms to the borrowers and gets commitments from investors at the time of application, or if both sets of terms are made at closing.
Investor relations: The process by which the corporation communicates with its investors.
Investor's equity: The balance of a margin account. Related: buy_on_margin, initial margin requirement.
Investors service bureau: NYSE service that deals with all general inquiries concerning securities investments.
Invoice: Bill written by a seller of goods or services and submitted to a purchaser for payment.
Invoice billing: Billing system in which invoices are sent off at the time of customer orders and are all separate bills to be paid.
Invoice date: Usually the date when goods are shipped. Payment dates are set relative to the invoice date.
Invoice price: The price that the buyer of a futures contract must pay the seller when a treasury_bonds is delivered.
Involuntary liquidation preference: A premium that must be paid to preferred or preference stockholders if the issuer of the stock is forced into involuntary liquidation.
IO: The ISO 3166 country code for BRITISH INDIAN OCEAN TERRITORY .
IO: See: Interest-only strip

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