Tag: defined
Key Performance Indicators (KPI)
What are 'Key Performance Indicators - KPI' Key performance indicators (KPI) are a set of quantifiable measures that a company uses to...
Yield To Worst (YTW)
What is the 'Yield To Worst - YTW' The yield to worst (YTW) is the lowest potential yield that can be received...
Immediate Family
What is an 'Immediate Family' Immediate family members usually include a person’s parents, spouse, children and siblings. A person’s grandparents, grandchildren, in-laws...
Nationally Recognized Statistical Ratings Organization (NRSRO)
What is 'Nationally Recognized Statistical Ratings Organization - NRSRO' The formal term to describe credit rating agencies that provide credit ratings that...
Make A Market
What is 'Make A Market' An action whereby a dealer stands by ready, willing and able to buy or sell a particular...
Accelerated Reply Mail (ARM)
What is 'Accelerated Reply Mail - ARM' An expedited delivery of business reply mail offered by the U.S. Postal Service. Reply mail...
Salary Reduction Simplified Employee Pension Plan (SARSEP)
What is 'Salary Reduction Simplified Employee Pension Plan - SARSEP' A plan offered by small companies - typically those with fewer than...
Savings Incentive Match Plan For Employees Of Small Employers (SIMPLE)
What is 'Savings Incentive Match Plan For Employees Of Small Employers - SIMPLE' A retirement plan that may be established by employers,...
Passive Management
DefinitionPassive management is an investing strategy that tracks a market-weighted index or portfolio. The most popular method is to mimic the performance of an...
Qualified Professional Asset Manager (QPAM)
What is 'Qualified Professional Asset Manager - QPAM' A registered investment advisor/manager. The criteria for qualifying as a QPAM are defined by...