A measure of the volatility (or systematic risk) of an investment or a portfolio in comparison to the market as a whole.

A range of money that an investor looks to commit to each investment vehicle in which it invests.

A commingled fund accepting investor capital without prior specification of property assets or investments.

A geographic area containing the customers of a particular firm or group of firms for specific goods or services based upon census block groups (BGs).

Statistical divisions of census tracts, generally defined to contain between 600 and 3,000 people; used to present data and control block numbering.

An entity, often a C-corporation, through which tax-exempt investors invest in a  fund so as to shield such tax-exempt investors from having to file a US federal tax return an ...

Used in asset-based lending facilities to calculate the borrowing value of a borrower’s assets; determines the maximum borrowing availability under the line of credit; typica ...

An investment approach that focuses on the analysis of individual investments and de-emphasizes the significance of macroeconomic cycles and market cycles; assumes individual inves ...

Taxation under Internal Revenue Code (IRC) Section 884(a) that treats a US branch of a foreign corporation as if it were a US subsidiary of a foreign corporation for purposes of ta ...

A return attribution model based upon a breakdown of the arithmetic excess return assuming a two-step investment decision process in which the portfolio manager seeks to add value ...