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Internal Growth Rate
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An internal growth rate (IGR) is the highest level of growth achievable for a business without obtaining outside financing, and a firm's maximum internal growth rate is the level of business operations that can continue to fund and grow the company.
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investopedia
| 1 | 29.86 | 19.3 | 0 | 12.49 | 23.1 | 10.29 | 28.5 | 22.25 |
Internal Rate of Return (IRR)
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The internal rate of return (IRR) is a metric used in financial analysis to estimate the profitability of potential investments. IRR is a discount rate that makes the net present value (NPV) of all cash flows equal to zero in a discounted cash flow analysis.
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investopedia
| 1 | 57.1 | 10.9 | 0 | 10.33 | 12.6 | 10.02 | 15.75 | 16.11 |
Internal Revenue Code (IRC)
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The Internal Revenue Code (IRC) refers to Title 26 of the U.S. Code, the official "consolidation and codification of the general and permanent laws of the United States," as the Code's preface explains. Commonly referred to as the IRS code or IRS tax code, the laws in Title 26 are enforced by the Internal Revenue Service (IRS). The United States Code was first published in 1926 by the U.S. House of Representatives. Title 26 covers all relevant rules pertaining to income, gift, estate, sales, payroll, and excise taxes.
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investopedia
| 1 | 61.87 | 9.1 | 11.6 | 9.86 | 11 | 10.2 | 8.25 | 11.16 |
Internal Revenue Service (IRS)
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The Internal Revenue Service (IRS) is a U.S. government agency responsible for the collection of taxes and enforcement of tax laws (such as the wash sale rule). Established in 1862 by President Abraham Lincoln, the agency operates under the authority of the United States Department of the Treasury, and its primary purpose includes the collection of individual income taxes and employment taxes. The IRS also handles corporate, gift, excise, and estate taxes, including mutual funds and dividends.
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investopedia
| 1 | 28.47 | 15.7 | 17.1 | 13.76 | 17.3 | 11.68 | 18.833333 | 18.59 |
Internalization
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Internalization occurs when a transaction is handled by an entity itself rather than routing it out to someone else. This process may apply to business and investment transactions, or to the corporate world.
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investopedia
| 1 | 54.73 | 9.7 | 0 | 12.64 | 11.8 | 9.72 | 11.25 | 13.87 |
International Accounting Standards (IAS)
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International Accounting Standards (IAS) are older accounting standards issued by the International Accounting Standards Board (IASB), an independent international standard-setting body based in London. The IAS were replaced in 2001 by International Financial Reporting Standards (IFRS).
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investopedia
| 1 | 10.91 | 16.2 | 0 | 21.4 | 20.5 | 11.55 | 14.5 | 12.76 |
International Bank Account Number (IBAN)
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An IBAN, or international bank account number, is a standard international numbering system developed to identify an overseas bank account. The number starts with a two-digit country code, then two numbers, followed by several more alphanumeric characters. Noter that an IBAN does not replace a bank's own account numbering, as it’s only meant to provide additional information that helps in identifying overseas payments.
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investopedia
| 1 | 33.24 | 13.8 | 14.6 | 14.97 | 16 | 10.94 | 14.5 | 14.11 |
International Bank of Reconstruction and Development (IBRD)
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The International Bank of Reconstruction and Development (IBRD) is a development bank administered by the World Bank. The IBRD offers financial products and policy advice to countries aiming to reduce poverty and promote sustainable development. The International Bank of Reconstruction and Development is a cooperative owned by 189 member countries.
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investopedia
| 1 | 20.68 | 14.5 | 15 | 16.76 | 15.3 | 10.47 | 12.666667 | 13.08 |
International Banking Facility (IBF)
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An International Banking Facility allows depository institutions in the U.S. to offer deposit, loan, and other banking services to foreign residents and institutions while being exempted from the Federal Reserve's reserve requirements as well as some state and local income taxes.
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investopedia
| 1 | 4.48 | 22.8 | 0 | 17.02 | 26.9 | 12.6 | 29.5 | 24.2 |
International Bond
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An international bond is a debt obligation that is issued in a country by a non-domestic entity. Generally, it is denominated in the currency of its issuer's native country. Like other bonds, it pays interest at specific intervals and pays its principal amount back to bondholder at maturity.
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investopedia
| 1 | 38.32 | 11.9 | 15 | 11.19 | 10.6 | 11.34 | 12.333333 | 17.23 |
International Chamber of Commerce (ICC)
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The International Chamber of Commerce is the largest, most diverse business organization in the world. The ICC has hundreds of thousands of member companies from more than 100 countries with broad business interests.
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investopedia
| 1 | 54.73 | 9.7 | 0 | 14.61 | 13.4 | 10.68 | 10.25 | 11.45 |
International Depository Receipt (IDR)
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An international depository receipt (IDR) is a negotiable certificate issued by a bank. It represents ownership of a number of shares of stock in a foreign company that the bank holds in trust.
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investopedia
| 1 | 46.27 | 10.9 | 0 | 10.03 | 9.8 | 10.2 | 11.75 | 13.87 |
International Finance
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International finance, sometimes known as international macroeconomics, is the study of monetary interactions between two or more countries, focusing on areas such as foreign direct investment and currency exchange rates.
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investopedia
| 1 | 7.19 | 19.7 | 0 | 19.68 | 23.7 | 11.44 | 23 | 21.33 |
International Finance Corporation
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The International Finance Corporation (IFC) provides financing of private-enterprise investment in developing countries around the world, through both loans and direct investments. Affiliated with the World Bank, it also provides advisory services to encourage the development of private enterprise in nations that might be lacking the necessary infrastructure or liquidity for businesses to secure financing.
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investopedia
| 1 | 9.72 | 18.7 | 0 | 19.73 | 22.7 | 12.18 | 22.25 | 21.91 |
International Financial Reporting Standards (IFRS)
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International Financial Reporting Standards (IFRS) set common rules so that financial statements can be consistent, transparent, and comparable around the world. IFRS are issued by the International Accounting Standards Board (IASB). They specify how companies must maintain and report their accounts, defining types of transactions, and other events with financial impact. IFRS were established to create a common accounting language so that businesses and their financial statements can be consistent and reliable from company to company and country to country.
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investopedia
| 1 | 34.26 | 13.5 | 16.2 | 17 | 17.1 | 9.96 | 15.25 | 14.5 |
International Fisher Effect (IFE)
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The International Fisher Effect (IFE) is an economic theory stating that the expected disparity between the exchange rate of two currencies is approximately equal to the difference between their countries' nominal interest rates.
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investopedia
| 1 | 4.14 | 20.9 | 0 | 17.24 | 23.2 | 12.45 | 26.5 | 24.11 |
International Investing
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International investing involves selecting global investment instruments as part of a geographically diversified portfolio. People often invest internationally to increase the diversification of their portfolio and spread investment risk among foreign markets and companies.
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investopedia
| 1 | -13.47 | 19.4 | 0 | 23.2 | 20.5 | 12.84 | 15 | 19.74 |
International Labor Organization (ILO)
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The International Labour Organization (ILO) is a United Nations (U.N.) agency. The goal of the ILO is to advance social and economic justice by setting international labor standards. The ILO has 187 member states and is headquartered in Geneva, Switzerland, with approximately 40 field offices around the world. The standards upheld by the ILO are broadly intended to ensure accessible, productive, and sustainable work worldwide in conditions of freedom, equity, security, and dignity.
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investopedia
| 1 | 35.98 | 12.8 | 13.8 | 14.33 | 14.4 | 11.68 | 12.625 | 14.44 |
International Maritime Organization (IMO)
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The International Maritime Organization (IMO) is a specialized agency of the United Nations that is responsible for measures to improve the safety and security of international shipping and to prevent marine pollution from ships. The IMO sets standards for the safety and security of international shipping. It oversees every aspect of worldwide shipping regulations, including legal issues and shipping efficiency.
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investopedia
| 1 | 17.34 | 15.8 | 14.6 | 16.53 | 16.5 | 11.21 | 14 | 14 |
International Monetary Fund (IMF)
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The International Monetary Fund (IMF) is an international organization that promotes global economic growth and financial stability, encourages international trade, and reduces poverty. Quotas of member countries are a key determinant of the voting power in IMF decisions. Votes comprise one vote per 100,000 special drawing right (SDR) of quota plus basic votes. SDRS are an international type of monetary reserve currency created by the IMF as a supplement to the existing money reserves of member countries.
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investopedia
| 1 | 34.97 | 13.2 | 14.9 | 14.97 | 15 | 12.18 | 13.875 | 14.47 |
International Monetary Market (IMM)
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The International Money Market or IMM is a division of the Chicago Mercantile Exchange (CME) that deals with the trading of currency and interest rate futures and options. Trading on the IMM started in May 1972, when the CME and the IMM merged.
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investopedia
| 1 | 58.11 | 10.5 | 0 | 9.28 | 11.5 | 10.21 | 13.25 | 13.25 |
International Organization for Standardization (ISO)
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The International Organization for Standardization (ISO) is an international nongovernmental organization made up of national standards bodies; it develops and publishes a wide range of proprietary, industrial, and commercial standards and is comprised of representatives from various national standards organizations.
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investopedia
| 1 | -36.81 | 28.3 | 0 | 23.22 | 31.7 | 12.33 | 36 | 29 |
International Securities Identification Number (ISIN)
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An International Securities Identification Number (ISIN) is a 12-digit alphanumeric code that uniquely identifies a specific security. The organization that allocates ISINs in any particular country is the country's respective National Numbering Agency (NNA).
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investopedia
| 1 | 3.46 | 17 | 0 | 19.6 | 18.4 | 14.7 | 15 | 22.09 |
International Swaps and Derivatives Association (ISDA)
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The International Swaps and Derivatives Association (ISDA) is a trade organization created by the private negotiated derivatives market that represents participating parties. This association helps to improve the private negotiated derivatives market by identifying and reducing risks in the market. For nearly three decades the industry has used the ISDA master agreement as a template for entering into contractual obligation for derivatives, creating a basic structure and standardization where there were only bespoke transactions before.
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investopedia
| 1 | 3.8 | 18.9 | 18.6 | 18.74 | 20.5 | 10.98 | 19.833333 | 19.07 |
Internationalization
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Internationalization describes the process of designing products to meet the needs of users in many countries or designing them so they can be easily modified, to achieve this goal. Internationalization might mean designing a website so that when it's translated from English to Spanish, the aesthetic layout still works properly. This may be difficult to achieve because many words in Spanish have more characters than their English counterparts. They may thus take up more space on the page in Spanish than in English.
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investopedia
| 1 | 50.36 | 11.4 | 13.4 | 12.82 | 13.8 | 9.04 | 13.625 | 13.14 |
Internet of Things (IoT)
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The Internet of Things (IoT) is a name for the aggregate collection of network-enabled devices, excluding traditional computers like laptops and servers. Types of network connections can include Wi-Fi connections, Bluetooth connections, and near-field communication (NFC). The IoT includes devices such as "smart" appliances, like refrigerators and thermostats; home security systems; computer peripherals, like webcams and printers; wearable technology, such as Apple Watches and Fitbits; routers; and smart speaker devices, like Amazon Echo and Google Home.
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investopedia
| 1 | 28.88 | 15.5 | 17.1 | 18.11 | 21.2 | 12.99 | 18.666667 | 18.01 |
Interpersonal Skills
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Interpersonal skills are the behaviors and tactics a person uses to interact with others effectively. In the business world, the term refers to an employee's ability to work well with others. Interpersonal skills range from communication and listening to attitude and deportment.
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investopedia
| 1 | 40.35 | 11.1 | 14.1 | 14.32 | 12.3 | 10.35 | 10.666667 | 15.12 |
Interpolated Yield Curve (I Curve)
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An interpolated yield curve (I curve) is a yield curve derived by using on-the-run Treasuries. Because on-the-run Treasuries are limited to specific maturities, the yield of maturities that lies between the on-the-run treasuries must be interpolated. Interpolation is a way to determine the value of an unknown entity, often by using numerical analysis to estimate the value of that entity.
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investopedia
| 1 | 34.26 | 13.5 | 15 | 13.46 | 14.6 | 8.58 | 14.333333 | 14.67 |
Interpolation
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Interpolation is a statistical method by which related known values are used to estimate an unknown price or potential yield of a security. Interpolation is achieved by using other established values that are located in sequence with the unknown value.
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investopedia
| 1 | 34.26 | 13.5 | 0 | 13.34 | 13.7 | 10.16 | 14.5 | 16 |
Intertemporal Choice
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Intertemporal choice is an economic term describing how current decisions affect what options become available in the future. Theoretically, by not consuming today, consumption levels could increase significantly in the future, and vice versa.
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investopedia
| 1 | 3.13 | 21.3 | 0 | 18.81 | 25.1 | 13.22 | 12.5 | 23.01 |
Inter-Vivos Trust
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An inter-vivos trust is a fiduciary relationship used in estate planning created during the lifetime of the trustor. Also known as a living trust, this trust has a duration that is determined at the time of the trust's creation and can entail the distribution of assets to the beneficiary during or after the trustor's lifetime. The opposite of an inter-vivos trust is a testamentary trust, which goes into effect upon the death of the trustor.
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investopedia
| 1 | 54.56 | 11.9 | 14.1 | 11.09 | 14.4 | 9.3 | 16.166667 | 14.8 |
Intestate
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Intestate refers to dying without a legal will. When a person dies in intestacy, determining the distribution of the deceased's assets then becomes the responsibility of a probate court. An intestate estate is also one in which the will presented to the court was deemed to be invalid.
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investopedia
| 1 | 55.24 | 9.5 | 11.9 | 10.55 | 9.9 | 9.36 | 10.333333 | 11.4 |
Intraday Momentum Index (IMI)
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The Intraday Momentum Index (IMI), is a technical indicator that combines aspects of candlestick analysis with the relative strength index (RSI) in order to generate overbought or oversold signals.
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investopedia
| 1 | 25.12 | 17 | 0 | 16.31 | 20.9 | 13.79 | 22.5 | 21.26 |
Intraday Trading
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Intraday means "within the day." In the financial world, the term is shorthand used to describe securities that trade on the markets during regular business hours. These securities include stocks and exchange-traded funds (ETFs). Intraday also signifies the highs and lows that the asset crossed throughout the day. Intraday price movements are particularly significant to short-term or day traders looking to make multiple trades over the course of a single trading session. These busy traders will settle all their positions when the market closes.
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investopedia
| 1 | 57.27 | 8.8 | 11.5 | 13.56 | 11.8 | 9.97 | 8.166667 | 9.89 |
Intrapreneur
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An intrapreneur is an employee who is tasked with developing an innovative idea or project within a company. The intrapreneur may not face the outsized risks or reap the outsized rewards of an entrepreneur. However, the intrapreneur has access to the resources and capabilities of an established company.
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investopedia
| 1 | 46.78 | 10.7 | 13 | 12.99 | 11.8 | 9.36 | 11 | 11.4 |
Intrapreneurship
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The term intrapreneurship refers to a system that allows an employee to act like an entrepreneur within a company or other organization. Intrapreneurs are self-motivated, proactive, and action-oriented people who take the initiative to pursue an innovative product or service. An intrapreneur knows failure does not have a personal cost as it does for an entrepreneur since the organization absorbs losses that arise from failure.
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investopedia
| 1 | 32.53 | 14.1 | 14.6 | 14.74 | 15.9 | 10.3 | 14.833333 | 14.22 |
Introducing Broker (IB)
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An introducing broker (IB) is a broker in the futures markets who has a direct relationship with a client, but delegates the work of the floor operation and trade execution to another futures merchant, typically a futures commission merchant (FCM). The IB is usually affiliated with the FCM, either as an independent entity that is partnered with that merchant firm or as a direct subsidiary of that FCM.
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investopedia
| 1 | 28.51 | 17.7 | 0 | 11.27 | 18.9 | 10.2 | 23 | 20.07 |
Inventory
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Inventory is the term for the goods available for sale and raw materials used to produce goods available for sale. Inventory represents one of the most important assets of a business because the turnover of inventory represents one of the primary sources of revenue generation and subsequent earnings for the company's shareholders.
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investopedia
| 1 | 36.63 | 14.6 | 0 | 14.05 | 17 | 9.48 | 19 | 16.55 |
Inventory Accounting
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Inventory accounting is the body of accounting that deals with valuing and accounting for changes in inventoried assets. A company's inventory typically involves goods in three stages of production: raw goods, in-progress goods, and finished goods that are ready for sale. Inventory accounting will assign values to the items in each of these three processes and record them as company assets. Assets are goods that will likely be of future value to the company, so they need to be accurately valued in order for the company to have a precise valuation.
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investopedia
| 1 | 48.33 | 12.2 | 14.9 | 11.9 | 13.9 | 8.76 | 15.625 | 13.08 |
Inventory Financing
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The term inventory financing refers to a short-term loan or a revolving line of credit that is acquired by a company so it can purchase products to sell at a later date. These products serve as the collateral for the loan.
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investopedia
| 1 | 59.13 | 10.1 | 0 | 8.07 | 9.7 | 8.5 | 12.75 | 12.1 |
Inventory Management
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Inventory management refers to the process of ordering, storing and using a company's inventory. This includes the management of raw materials, components and finished products, as well as warehousing and processing such items.
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investopedia
| 1 | 37.81 | 12.1 | 0 | 15.66 | 14.7 | 12.11 | 13.25 | 16.3 |
Inventory Turnover
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Inventory turnover is a financial ratio showing how many times a company has sold and replaced inventory during a given period. A company can then divide the days in the period by the inventory turnover formula to calculate the days it takes to sell the inventory on hand.
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investopedia
| 1 | 38.66 | 13.8 | 0 | 9.99 | 12.7 | 8.77 | 17.5 | 13.77 |
Inventory Write-Off
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An inventory write-off is an accounting term for the formal recognition of a portion of a company's inventory that no longer has value. An inventory write-off may be recorded in one of two ways. It may be expensed directly to the cost of goods sold (COGS) account, or it may offset the inventory asset account in a contra asset account, commonly referred to as the allowance for obsolete inventory or inventory reserve.
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investopedia
| 1 | 38.66 | 13.8 | 14.6 | 10.22 | 13.3 | 9.21 | 16 | 13.49 |
Inverse Correlation
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An inverse correlation, also known as negative correlation, is a contrary relationship between two variables such that when the value of one variable is high then the value of the other variable is probably low.
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investopedia
| 1 | 27.49 | 18.1 | 0 | 12.14 | 19.9 | 8.98 | 22.5 | 18.57 |
Inverse ETF
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An inverse ETF is an exchange traded fund (ETF) constructed by using various derivatives to profit from a decline in the value of an underlying benchmark. Investing in inverse ETFs is similar to holding various short positions, which involve borrowing securities and selling them with the hope of repurchasing them at a lower price.
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investopedia
| 1 | 35.61 | 15 | 0 | 12.42 | 16.4 | 11.7 | 19 | 18.21 |
Inverse Head And Shoulders
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An inverse head and shoulders, also called a "head and shoulders bottom", is similar to the standard head and shoulders pattern, but inverted: with the head and shoulders top used to predict reversals in downtrends. This pattern is identified when the price action of a security meets the following characteristics: the price falls to a trough and then rises; the price falls below the former trough and then rises again; finally, the price falls again but not as far as the second trough. Once the final trough is made, the price heads upward, toward the resistance found near the top of the previous troughs.
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investopedia
| 1 | 53.17 | 14.5 | 13.6 | 10.8 | 18.9 | 9 | 19.666667 | 16.96 |
Inverted Yield Curve
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An inverted yield curve represents a situation in which long-term debt instruments have lower yields than short-term debt instruments of the same credit quality. An inverted yield curve is sometimes referred to as a negative yield curve.
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investopedia
| 1 | 52.7 | 10.5 | 0 | 13.58 | 13.4 | 9.68 | 13.25 | 13.89 |
Invested Capital
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Invested capital is the total amount of money raised by a company by issuing securities to equity shareholders and debt to bondholders, where the total debt and capital lease obligations are added to the amount of equity issued to investors. Invested capital is not a line item in the company's financial statement because debt, capital leases, and stockholder’s equity are each listed separately in the balance sheet.
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investopedia
| 1 | 29.01 | 17.5 | 0 | 13.24 | 20 | 10.72 | 26.25 | 19.97 |
Investigational New Drug (IND)
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“New indications” is a term used by pharmaceutical companies to refer to new evidence signifying that there may be new applications for an existing drug or procedure. This type of news is closely followed by investors, who can access such findings through the press releases issued on companies’ investor relations pages.
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investopedia
| 1 | 37.13 | 14.4 | 0 | 13.47 | 16.3 | 12.02 | 18.25 | 18.83 |
Investing
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Investing is the act of allocating resources, usually money, with the expectation of generating an income or profit. You can invest in endeavors, such as using money to start a business, or in assets, such as purchasing real estate in hopes of reselling it later at a higher price.
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investopedia
| 1 | 46.61 | 12.8 | 0 | 9.75 | 13.2 | 10.33 | 15.75 | 15.51 |
Investment Advisers Act of 1940
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The Investment Advisers Act of 1940 is a U.S. federal law that regulates and defines the role and responsibilities of an investment advisor/adviser.
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investopedia
| 1 | 22.75 | 15.8 | 0 | 13.76 | 15.9 | 13.02 | 18.5 | 21.37 |
Investment Advisor
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An investment advisor (also known as a stock broker) is any person or group that makes investment recommendations or conducts securities analysis in return for a fee, whether through direct management of clients' assets or by way of written publications. The precise definition of the term was established through the Investment Advisers Act of 1940.
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investopedia
| 1 | 35.1 | 15.2 | 0 | 13.58 | 17.7 | 10.46 | 19.75 | 18.27 |
Investment Advisory Representative (IAR)
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Investment advisory representatives (IARs) are licensed and authorized personnel who work for investment advisory companies and are permitted to work with clients. The primary responsibility of an IAR is to provide investment-related advice as a financial advisor or financial planner.
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investopedia
| 1 | 8.88 | 17 | 0 | 17.69 | 17.5 | 12.13 | 17.5 | 20 |
Investment Analysis
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Investment analysis is a broad term for many different methods of evaluating investments, industry sectors, and economic trends. It can include charting past returns to predict future performance, selecting the type of investment that best suits an investor's needs, or evaluating individual securities such as stocks and bonds to determine their risks, yield potential, or price movements.
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investopedia
| 1 | 25.63 | 16.8 | 0 | 16.08 | 20.4 | 13.08 | 21.75 | 19.82 |
Investment Bank (IB)
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An investment bank is a financial services company that acts as an intermediary in large and complex financial transactions. An investment bank is usually involved when a startup company prepares for its launch of an initial public offering (IPO) and when a corporation merges with a competitor. It also has a role as a broker or financial adviser for large institutional clients such as pension funds.
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investopedia
| 1 | 40.69 | 13.1 | 15.9 | 11.89 | 13.6 | 10.47 | 16 | 14.86 |
Investment Banker
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An investment banker is an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporations, governments, or other entities.Examples of investment banker employers are Goldman Sachs (GS), Morgan Stanley (MS), JPMorgan Chase (JPM), Bank of America Merrill Lynch (BAC), and Deutsche Bank (DB).
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investopedia
| 1 | 10.24 | 24.8 | 0 | 15.74 | 32.3 | 14.11 | 39 | 29.26 |
Investment Banking
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Investment banking is a specific division of banking related to the creation of capital for other companies, governments, and other entities.
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investopedia
| 1 | 16.32 | 16.2 | 0 | 15.32 | 16.2 | 11.45 | 18.5 | 21.73 |
Investment Center
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An investment center is a business unit in a firm that can utilize capital to contribute directly to a company's profitability. You may compare and contrast some parallels like the terms "profit center" or "cost center."
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investopedia
| 1 | 34.94 | 17.3 | 0 | 12.14 | 20.9 | 10.69 | 12.5 | 21.07 |
Investment Club
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An investment club refers to a group of people who pool their money to make investments. Usually, investment clubs are organized as partnerships—after the members study different investments, the group decides to buy or sell based on a majority vote of the members. Club meetings may be educational and each member may actively participate in investment decisions.
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investopedia
| 1 | 43.73 | 11.9 | 15.5 | 13.58 | 13.5 | 9.01 | 14.166667 | 14.62 |
Investment Company
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An investment company is a corporation or trust engaged in the business of investing the pooled capital of investors in financial securities. This is most often done either through a closed-end fund or an open-end fund (also referred to as a mutual fund). In the U.S., most investment companies are registered with and regulated by the Securities and Exchange Commission (SEC) under the Investment Company Act of 1940.
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investopedia
| 1 | 39.97 | 13.3 | 16.3 | 11.96 | 14.2 | 9.41 | 16.666667 | 14.96 |
Investment Company Act of 1940
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The Investment Company Act of 1940 is an act of Congress that regulates the organization of investment companies and the activities they engage in and sets standards for the investment company industry.
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investopedia
| 1 | 22.08 | 18.1 | 0 | 14.11 | 19.7 | 10.65 | 26 | 20.3 |
Investment Consultant
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An investment consultant is a financial professional who provides investors with investment products, advice, and/or planning. Investment consultants do in-depth work on formulating investment strategies for clients, helping them fulfill their needs and reach their financial goals. Many financial advisors and financial planners would be considered investment consultants.
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investopedia
| 1 | 29.86 | 13.1 | 16.3 | 21.11 | 18.7 | 11.34 | 13.333333 | 13.07 |
Investment Fund
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An investment fund is a supply of capital belonging to numerous investors used to collectively purchase securities while each investor retains ownership and control of his own shares. An investment fund provides a broader selection of investment opportunities, greater management expertise, and lower investment fees than investors might be able to obtain on their own. Types of investment funds include mutual funds, exchange-traded funds, money market funds, and hedge funds.
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investopedia
| 1 | 30.91 | 14.7 | 16.7 | 16.08 | 17.7 | 11.56 | 17.333333 | 15.61 |
Investment Grade
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An investment grade is a rating that signifies that a municipal or corporate bond presents a relatively low risk of default.
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investopedia
| 1 | 41.7 | 12.7 | 0 | 11.14 | 12.4 | 12.2 | 15.5 | 17.92 |
Investment Horizon
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Investment horizon is the term used to describe the total length of time that an investor expects to hold a security or a portfolio.
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investopedia
| 1 | 55.58 | 11.5 | 0 | 9.12 | 12 | 9.43 | 15 | 14.6 |
Investment Income
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Investment income is money that is received in interest payments, dividends, capital gains realized with the sale of stock or other assets, and any other profit made through an investment vehicle. Interest earned on bank accounts, dividends received from stock owned by mutual fund holdings, and the profits on the sale of gold coins are all considered investment income. Income from long-term investments undergoes different—and often preferential—tax treatment, which varies by country and locality.
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investopedia
| 1 | 37.94 | 14.1 | 16.7 | 15.79 | 18.1 | 10.2 | 18 | 15.83 |
Investment Management
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Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.
|
investopedia
| 1 | 39.33 | 11.5 | 14.1 | 15.25 | 13.8 | 11.75 | 11.166667 | 14.89 |
Investment Manager
|
An investment manager is a person or organization that makes investment decisions about portfolios of securities on behalf of clients under the investment objectives and parameters the client has defined. An investment manager may handle all activities associated with the management of client portfolios, from day-to-day buying and selling of securities to portfolio monitoring, transaction settlement, performance measurement, and regulatory and client reporting.
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investopedia
| 1 | -2.81 | 21.5 | 0 | 19.85 | 24.6 | 11.21 | 28.75 | 23.39 |
Investment Multiplier
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The term investment multiplier refers to the concept that any increase in public or private investment spending has a more than proportionate positive impact on aggregate income and the general economy. It is rooted in the economic theories of John Maynard Keynes.
|
investopedia
| 1 | 41.7 | 12.7 | 0 | 13.23 | 14.1 | 11.45 | 15.5 | 16.02 |
Investment Objective
|
An investment objective is a client information form used by registered investment advisors (RIAs), robo-advisors, and other asset managers that helps to determine the optimal portfolio mix for a client. An investment objective may also be filled out by an individual managing their own portfolio.
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investopedia
| 1 | 31.72 | 14.4 | 0 | 14.74 | 16.3 | 10.72 | 18.75 | 17.89 |
Investment Policy Statement (IPS)
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An investment policy statement (IPS) is a document drafted between a portfolio manager and a client that outlines general rules for the manager. This statement provides the general investment goals and objectives of a client and describes the strategies that the manager should employ to meet these objectives. Specific information on matters such as asset allocation, risk tolerance, and liquidity requirements are included in an investment policy statement.
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investopedia
| 1 | 20.05 | 18.9 | 0 | 16.26 | 22.8 | 11.36 | 18.333333 | 20.66 |
Investment Product
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An investment product is a product offered to investors based on an underlying security or group of securities that is purchased with the expectation of earning a favorable return. Investment products are based on a wide range of underlying securities and encompass a broad range of investment objectives.
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investopedia
| 1 | 5.84 | 24.4 | 0 | 14.81 | 28.1 | 11.28 | 18 | 25.87 |
Investment Property
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An investment property is real estate property purchased with the intention of earning a return on the investment either through rental income, the future resale of the property, or both. The property may be held by an individual investor, a group of investors, or a corporation.
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investopedia
| 1 | 39.67 | 13.4 | 0 | 11.78 | 14 | 9.24 | 16 | 13.55 |
Investment Securities
|
Investment securities are a category of securities—tradable financial assets such as equities or fixed income instruments—that are purchased with the intention of holding them for investment. As opposed to investment securities, in general, securities are purchased by a broker-dealer or other intermediary for quick resale.
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investopedia
| 1 | 14.8 | 16.8 | 0 | 18.45 | 19.1 | 10.72 | 18.75 | 16.11 |
Investment Strategy
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The term investment strategy refers to a set of principles designed to help an individual investor achieve their financial and investment goals. This plan is what guides an investor's decisions based on goals, risk tolerance, and future needs for capital. They can vary from conservative (where they follow a low-risk strategy where the focus is on wealth protection) while others are highly aggressive (seeking rapid growth by focusing on capital appreciation).
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investopedia
| 1 | 47.42 | 12.5 | 16.3 | 14.45 | 16.7 | 11.48 | 17.166667 | 16.24 |
Investment Thesis
|
An investment thesis is a reasoned argument for a particular investment strategy, backed up by research and analysis. In the financial world, an analyst may prepare a formal document outlining an investment thesis for presentation to potential investors or an investment committee.
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investopedia
| 1 | 24.78 | 15 | 0 | 15.32 | 16 | 11.45 | 18 | 19.83 |
Investment Vehicle
|
An investment vehicle is a product used by investors to gain positive returns. Investment vehicles can be low risk, such as certificates of deposit (CDs) or bonds, or they can carry a greater degree of risk, such as stocks, options, and futures. Other types of investment vehicles include annuities; collectibles, such as art or coins; mutual funds; and exchange-traded funds (ETFs).
|
investopedia
| 1 | 50.87 | 11.2 | 14.1 | 11.84 | 13.7 | 11.11 | 13.833333 | 12.71 |
Investopedia
|
Investopedia is one of the best-known sources of financial information on the internet. The website serves as a resource for investors, consumers, financial professionals, and students who seek guidance or information on various topics.
|
investopedia
| 1 | 37.3 | 12.3 | 0 | 16.18 | 15.3 | 11.45 | 12.5 | 13.86 |
Investor
|
An investor is any person or other entity (such as a firm or mutual fund) who commits capital with the expectation of receiving financial returns. Investors rely on different financial instruments to earn a rate of return and accomplish important financial objectives like building retirement savings, funding a college education, or merely accumulating additional wealth over time.
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investopedia
| 1 | 17.17 | 17.9 | 0 | 15.55 | 19.8 | 10.87 | 22.75 | 19.82 |
Investor Relations
|
The investor relations (IR) department is a division of a business, usually a public company, whose job it is to provide investors with an accurate account of company affairs. This helps private and institutional investors make informed decisions on whether to invest in the company.
|
investopedia
| 1 | 40.18 | 13.2 | 0 | 13.06 | 14.8 | 10.72 | 16.25 | 15.22 |
Invisible Hand
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The invisible hand is a metaphor for the unseen forces that move the free market economy. Through individual self-interest and freedom of production as well as consumption, the best interest of society, as a whole, are fulfilled. The constant interplay of individual pressures on market supply and demand causes the natural movement of prices and the flow of trade.
|
investopedia
| 1 | 51.48 | 11 | 14.1 | 12.3 | 13 | 9.97 | 13.5 | 13.98 |
Invoice
|
An invoice is a time-stamped commercial document that itemizes and records a transaction between a buyer and a seller. If goods or services were purchased on credit, the invoice usually specifies the terms of the deal and provides information on the available methods of payment.
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investopedia
| 1 | 48.64 | 12.1 | 0 | 12.77 | 14.4 | 11.42 | 14.25 | 14.33 |
Invoice Financing
|
Invoice financing is a way for businesses to borrow money against the amounts due from customers. Invoice financing helps businesses improve cash flow, pay employees and suppliers, and reinvest in operations and growth earlier than they could if they had to wait until their customers paid their balances in full. Businesses pay a percentage of the invoice amount to the lender as a fee for borrowing the money. Invoice financing can solve problems associated with customers taking a long time to pay as well as difficulties obtaining other types of business credit.
|
investopedia
| 1 | 48.13 | 12.3 | 14.2 | 12.6 | 14.4 | 8.9 | 15.25 | 13.98 |
IOTA
|
IOTA (MIOTA) is a distributed ledger designed to record and execute transactions between machines and devices in the Internet of Things (IoT) ecosystem. The ledger uses a cryptocurrency called mIOTA to account for transactions in its network. IOTA’s key innovation is Tangle, a system of nodes used for confirming transactions. IOTA claims that Tangle is faster and more efficient than typical blockchains used in cryptocurrencies.
|
investopedia
| 1 | 46.47 | 10.8 | 13 | 14.38 | 13.3 | 11.49 | 11.125 | 12.67 |
IOU
|
An IOU, a phonetic acronym of the words "I owe you," is a document that acknowledges the existence of a debt.
|
investopedia
| 1 | 67.08 | 9.1 | 0 | 5.92 | 9 | 10.69 | 14.5 | 16.02 |
IRA Rollover
|
An individual retirement account rollover is a transfer of funds from a retirement account into a traditional IRA or a Roth IRA. This can occur through a direct transfer or by a check, which the custodian of the distributing account writes to the account holder who then deposits it into another IRA account.
|
investopedia
| 1 | 44.58 | 13.6 | 0 | 10.68 | 14.6 | 8.82 | 16.75 | 14.37 |
Iranian Rial (IRR)
|
IRR is the currency abbreviation or currency symbol for the Iranian rial, Iran's official currency. The currency is issued and managed by the Central Bank of the Islamic Republic of Iran.
|
investopedia
| 1 | 38.82 | 11.7 | 0 | 11.08 | 10.2 | 11.54 | 12.25 | 13.94 |
Iron Butterfly
|
An iron butterfly is an options trade that uses four different contracts as part of a strategy to benefit from stocks or futures prices that move within a defined range. The trade is also constructed to benefit from a decline in implied volatility. The key to using this trade as part of a successful trading strategy is forecast a time when option prices are likely to decline in value generally. This usually occurs during periods of sideways movement or a mild upward trend. The trade is also known by the nickname "Iron Fly."
|
investopedia
| 1 | 61.06 | 9.4 | 12 | 9.52 | 10 | 9.31 | 11.7 | 10.88 |
IRR Rule
|
The internal rate of return (IRR) rule states that a project or investment should be pursued if its IRR is greater than the minimum required rate of return, also known as the hurdle rate.
|
investopedia
| 1 | 53.89 | 14.2 | 0 | 8.89 | 16.9 | 9.5 | 20 | 17.13 |
Irrational Exuberance
|
Irrational exuberance refers to investor enthusiasm that drives asset prices higher than those assets' fundamentals justify. The term was popularized by former Fed chair Alan Greenspan in a 1996 speech, "The Challenge of Central Banking in a Democratic Society." The speech was given near the beginning of the 1990s dot-com bubble, a textbook example of irrational exuberance:
|
investopedia
| 1 | 43.73 | 11.9 | 14.6 | 14.39 | 14.5 | 11.78 | 13.5 | 13.92 |
Irrevocable Beneficiary
|
An irrevocable beneficiary is a person or entity designated to receive the assets in a life insurance policy or segregated fund contract. The beneficiary must agree to any changes in the rights to compensation from these entities.
|
investopedia
| 1 | 27.32 | 14 | 0 | 13 | 12.6 | 10.53 | 14.25 | 17.13 |
Irrevocable Letter of Credit
|
An irrevocable letter of credit (ILOC) is an official correspondence from a bank that guarantees payment for goods or services being purchased by the individual or entity, referred to as the applicant, that requests the letter of credit from an issuing bank.
|
investopedia
| 1 | 20.39 | 20.8 | 0 | 12.9 | 23.9 | 10.98 | 29 | 24.42 |
Irrevocable Trust
|
An irrevocable trust is a type of trust where its terms cannot be modified, amended or terminated without the permission of the grantor's named beneficiary or beneficiaries. The grantor, having effectively transferred all ownership of assets into the trust, legally removes all of their rights of ownership to the assets and the trust.
|
investopedia
| 1 | 17.68 | 24 | 0 | 14.12 | 30.4 | 11.93 | 17.75 | 27.24 |
IRS Form 4868
|
Form 4868: Application for Automatic Extension of Time to File U.S. Individual Income Tax Return is an Internal Revenue Service (IRS) form for individuals who wish to extend the amount of time they have to file their tax returns.
|
investopedia
| 1 | 51.68 | 10.9 | 0 | 10.39 | 11.5 | 9.87 | 12.75 | 13.95 |
IRS Publication 15
|
IRS Publication 15: Employer's Tax Guide is a document published by the Internal Revenue Service detailing an employer's responsibilities for filing and reporting tax information. The document covers the withholding, depositing, reporting, paying, and correcting of taxes for employees (although not for the corporation itself). IRS Publication 15 is also referred to as Circular E.
|
investopedia
| 1 | 19.06 | 15.1 | 17.1 | 16.24 | 16 | 11.72 | 15.166667 | 17.5 |
IRS Publication 463
|
IRS Publication 463: Travel, Entertainment, Gift, and Car Expenses explains the expenses associated with business activities that an individual taxpayer can deduct to reduce their overall taxable income. The document primarily focuses on expenses for sole proprietors reporting business income on Schedule C. It also applies to Armed Forces reservists, qualified performing artists, fee-basis state or local government officials, and employees with disability impairment-related work expenses who file business expense deductions on Form 2106.
|
investopedia
| 1 | 0.08 | 22.4 | 0 | 19.62 | 27.3 | 14.01 | 30.5 | 25.61 |
IRS Publication 519
|
IRS Publication 519 is the U.S. Tax Guide For Aliens, a document the Internal Revenue Service (IRS) publishes that details the tax procedures for aliens, individuals that are not citizens of the United States. Not all aliens are subject to U.S. taxes. Resident aliens, those who have been in the country for a defined period, are subject to taxation on their worldwide income just as citizens are. Non-resident aliens are only taxed on income they earn within the U.S., as well as on certain types of international income.
|
investopedia
| 1 | 57.61 | 10.7 | 13.4 | 10.56 | 13.1 | 9.21 | 14.25 | 13.8 |
IRS Publication 525
|
Publication 525, Taxable and Nontaxable Income, is a document published by the Internal Revenue Service (IRS) detailing what types of income taxpayers should consider taxable or nontaxable when filing tax returns.
|
investopedia
| 1 | 14.63 | 18.9 | 0 | 17.01 | 22.2 | 12.81 | 24.5 | 21.43 |
IRS Publication 527
|
A document published by the Internal Revenue Service (IRS) that provides tax information for individuals who own residential properties that are rented out for income, either part of the year or all year. Typically, all income earned from rental properties is reported to the IRS, though the type of rental activity will alter which sections of the tax form that income is reported. IRS Publication 527 outlines how to account for property depreciation, what types of deductions can be made on rental income as well as what to do if only part of a property is rented.
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investopedia
| 1 | 38.69 | 15.9 | 16.3 | 10.92 | 17.6 | 9.47 | 21.5 | 18.28 |
IRS Publication 535 (Business Expenses)
|
IRS Publication 535 refers to the Internal Revenue Service (IRS) tax document that provides guidance on what types of business expenses are deductible when filing a tax return. IRS Publication 535 covers the rules for deducting business expenses and outlines the most common items that taxpayers deduct.
|
investopedia
| 1 | 47.62 | 12.5 | 0 | 14.74 | 16.5 | 11.86 | 15.75 | 14.51 |
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