The initial investment in a portfolio or commingled fund.

With reference to attribution:  the value the portfolio manager adds by holding individual securities or instruments within the sector in different-than-benchmark weights.

A debt financing obligation issued to a company or an individual by a bank or similar financial institution that holds legal claim to the borrower's assets above all other debt ...

The examination of how different values of an independent variable impact a particular dependent variable under a given set of assumptions; also known as “what-if analysis&rd ...

The average return earned in excess of the risk-free rate per unit of volatility or total risk; generally, the greater the value of the Sharpe ratio, the more attractive the risk-a ...

A group of retail and other commercial establishments that is planned, developed, owned, and managed as a single property; on-site parking provided; size and orientation generally ...

An investment vehicle used in a fund structure to provide for co-investment opportunities by one or more investors in the fund, which investments are generally made alongside inves ...

Any visual representation which gives information about a business and its products and used to communicate a message to a specific group, usually for the purpose of marketing.

A transaction involving the sale of a single asset or building; transactions involving assets consisting of multiple buildings in one location also included.

A fund offered by a fully or partially vertically integrated real estate operating company; the fund does not enter into joint ventures with third party operators, because the REOC ...