Terms with Tag Investment
- Total Return on Investment (TROI) — Acronym,
- Treasury Bills — Definition,
- Short-term government obligations that are payable to the bearer and sold on a discount basis; the difference between a T-bill's market or discounted price and its face or redemption value is effectively interest if the T-bill is held to maturity.
- Unaffiliated Investments — Definition,
- Investments in assets made by an insurance company where they have no control over the assets.
- Underwriter — Definition,
- An entity that issues and distributes financial products including equity capital, credit, mortgages, and insurance.
- Underwriting Expenses — Definition,
- The expenses accumulated by an insurance company while underwriting a product.
- Underwriting Income — Definition,
- The income earned by an insurer from underwriting in a certain amount of time.
- Underwriting Risk — Definition,
- The total amount of risk an entity takes on from underwriting something.
- Undistributed Net Investment Income (UNII) — Acronym,
- Total earnings on a mutual fund including any income derived from interest on dividends that have not yet been distributed to shareholders.
➥ Closed-end mutual funds. - Unemployment Rate — Definition,
- The percentage of the labour force that is not employed but currently seeking work.
- United Financial Corporation (UFC) — Company, Canada, ➥ A division of CI Private Counsel LP and associated with Assante Wealth Management.
- University of Manitoba Investment Group (UMIG) — Acronym, Winnipeg, Manitoba, Canada,
- Valuation — Definition,
- The estimation of a property's price value through an appraisal.
- The process of finding the worth of an asset or business.
- Variable Annuity (VA) — Acronym,
- An annuity where the payments received by the annuitant in the income phase of the annuity vary depending on how well the insurer's investment portfolio has performed.
- Variable Annuity Guaranteed Living Benefits (VAGLB) — Acronym,
- Variable Death Benefit — Definition,
- A life insurance death benefit that differs depending on how well the insurance company's investment portfolio fares.
- Variable Payment Life Annuity (VPLA) — Acronym, British Columbia, Canada,
- Venture Capital (VC) — Acronym,
- Financial capital given to startup companies.
- Viatical Settlement — Definition,
- A contract where an individual agrees to sell his or her life insurance policy to a third party before their death.
- Viator — Definition,
- A person who agrees to sell his or her life insurance policy to a third party.
- Wealth Management Essentials (WME) — Acronym, Canada,
- A course in budgeting, saving and debt / risk management in relation to retirement planning, estate planning and annuity based financial products.
➥ A financial planning licensing course. - Weighted Average Rate of Return (WARR) — Acronym,
- Western Mutual Fund Company (WMFC) — Company Est. 2003, Canada,
- Wraparound Annuity — Definition,
- An annuity that allows the annuitant to control how funds in the annuity are invested.
- Yearly Price Protection Method — Definition,
- A calculation used to determine the annual cost of protection for insurance policies with savings components.
- Yield-to-Maturity (YTM) — Acronym,
- The internal rate of return on an investment. Typically takes into account all investment returns and their timing.
- York University Finance and Investment Club (YUFIC) — Company, Toronto, Ontario, Canada,
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Total Return on Investment -
Venture Capital
Venture Capital
