Portfolio Management

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Terms in Portfolio Management

Active Return

Active return is the amount that an investment gains or loses relative to the investment's benchmark. Discover more about active return here. read more

What Is Active Management in Investing?

Active management of a portfolio or a fund requires a professional money manager or team to regularly make buy, hold, and sell decisions. read more

Actual Return

Actual return refers to the de facto gain or loss an investor receives or experiences on an investment or portfolio.  read more

Aggressive Investment Strategy

An aggressive investment strategy is a means of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk. read more

Alpha Risk

Alpha risk is the risk in a statistical test of rejecting a null hypothesis when it is actually true.  read more

Annual Return

The annual return is the compound average rate of return for a stock, fund or asset per year over a period of time. read more

Anti-Martingale System

The anti-Martingale system is a trading method that involves halving a bet each time there is a trade loss, and doubling it each time there is a gain. read more

Approved List

An approved list is a selection of investments that have been vetted for recommendation or purchase by a broker or mutual fund manager. read more

Asset Class Breakdown

An asset class breakdown illustrates the way that select asset classes are represented in a mutual fund, exchange-traded fund, or another portfolio. read more

Asset Mix

The asset mix is the breakdown of all assets within a fund or portfolio, helping investors understand the composition of a portfolio. read more

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