Knowledge Corner

INVESTING

Monday, September 18, 2023

TERMS
Introduction: What is Assets Under Advisement (AUA)? Assets Under Advisement (AUA) represents the total assets that a financial advisor provides guidance on, without necessarily having the discretionary control to make investment decisions. This is distinct from Assets Under Management (AUM) where the advisor has full discretionary control over the investments. Distinction between AUA and AUM Definition and Control Assets Under Advisement (AUA): This encompasses all assets that an advi...

INVESTMENTS

Thursday, July 20, 2023

TERMS

Understanding Bond Funds

When first stepping into the world of investing, terms like "bond funds" can seem daunting and complex. However, with a little bit of explanation, these terms can become a key part of your financial vocabulary.

What is a Bond Fund?

A bond fund is a type of investment fund that primarily invests in bonds and other types of debt securities. Similar to a mutual fund, a bond fund pools together money from multiple ...

INVESTMENTS

Wednesday, July 19, 2023

TERMS

What is Blue Chip in the investment world?

Navigating Blue-Chip Investments

Investing can sometimes feel like you're lost in a forest of terminologies and strategies. Amongst the thicket, one term you'll frequently encounter is "Blue Chip." But what exactly is a Blue Chip in the context of investing?

Derived from the game of poker, where the blue chips hold the highest value, a "Blue Chip" in the investment world represents a well-established, stable, and often nat...

INVESTMENTS

Wednesday, July 19, 2023

TERMS

Understanding the Role of a Board of Trustees in Investment Management

As one steps into the intricate realm of investing, unraveling the significance of a "Board of Trustees" becomes paramount. Within the sphere of institutional investment management, where vast pools of assets such as pensions, endowments, and mutual funds demand careful oversight, this term takes on a crucial role.

Role of a Board of Trustees

The Board of Trustees stands as a gr...

INVESTMENTS

Wednesday, July 19, 2023

TERMS

Demystifying Bond Investments for Beginners: Unveiling the Role of Bonds in an Investment Portfolio

At the heart of investing, the concept of a bond emerges as a foundational pillar. A bond is akin to a financial transaction, where roles are reversed: you, the investor, become the lender. In this financial arrangement, you extend a monetary loan to an entity, often a government or corporation. In return, the entity commits to repaying the borrowed funds along with a predetermined in...

INVESTMENTS

Wednesday, July 19, 2023

TERMS

What is a bear market?

In the world of investing, you often hear terms like 'bull market' and 'bear market.' These terms refer to the general trends or direction in which a market is moving. A bear market is a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment. The term 'bear market' can apply to anything that is traded, such as bonds, real estate, and commodities, but it is often used to refer to the sto...

INVESTMENTS

Wednesday, July 19, 2023

TERMS

Understanding Average Maturity: A Crucial Metric in Bond Investments

Delving into the intricate world of bond investments demands a grasp of essential terminology, and "Average Maturity" emerges as a pivotal concept deserving in-depth exploration. Average Maturity pertains to the average timeframe until the securities contained within an investment portfolio, such as a bond fund, reach maturity. Maturity signifies the juncture at which the bond issuer or debtor is obligated to reimb...

INVESTMENTS

Tuesday, July 18, 2023

TERMS

Understanding the Concept of "Annualised" in Investments

In the intricate landscape of investing, deciphering the nuances of terminology can be pivotal to achieving success. A term of utmost significance within this realm is "annualised." In its essence, "annualised" encapsulates the process of transforming shorter-term rates of return into an equivalent yearly rate. Understanding Annualised Returns when it comes to evaluating the performance of investments, understanding annualised...

INVESTMENTS

Tuesday, July 18, 2023

TERMS

What is a Balanced Fund

A "Balanced Fund" is a type of investment fund that provides a balanced mixture of stocks, bonds, and other securities. The goal of a balanced fund is to provide a mix of income, capital appreciation, and preservation of capital, making it an attractive investment option for those who seek a blend of safety, income, and modest capital appreciation.

One main advantage of a balanced fund is its diversity. By investing in both equities (stocks) and fixed...

INVESTMENTS

Tuesday, July 18, 2023

TERMS

In the realm of investing, a crucial concept to grasp is "investment appreciation," which encapsulates the growth in an investment's value over time. This phenomenon pertains to the disparity between the initial acquisition cost of an asset and its current valuation. This principle is applicable across various investment types, ranging from stocks, bonds, and real estate to mutual funds and more.

Illustrating this concept, consider purchasing a company's stock for $50. After a year, t...

INVESTORS

Friday, June 23, 2023

WEALTH

Understanding High-Net-Worth Individuals (HNWI): An In-depth Exploration

High-net-worth individuals (HNWI) are a distinct segment of society. They have unique financial capabilities that allow them to participate in investment opportunities beyond the reach of ordinary individuals.

Defining a High-Net-Worth Individual (HNWI)

At the core, a high-net-worth individual (HNWI) is a person with significant, liquid financial assets. While...

INVESTING

Thursday, June 08, 2023

TERMS

What is Deflation: Understanding the Downward Spiral

Imagine this scenario: You stroll into the grocery store, ready to stock up on your favorite cereal. But wait, something's different. The price tag on that beloved box of cereal has taken a downward turn. A feeling of contentment washes over you - who doesn't relish paying less for life's little pleasures? Now, let's extend that scenario beyond the cereal aisle. Picture this phenomenon occurring across the entire economic landscap...

INVESTING

Thursday, June 01, 2023

TERMS

Guide to Balanced Funds in Investments


In the simplest terms, a balanced fund is a type of mutual fund (remember, mutual funds are basically a pool of money collected from multiple investors to invest in securities like stocks, bonds, money market instruments and similar assets). What makes a balanced fund special is its investment strategy.

A balanced fund tries to balance risk and reward by including a mix of stocks (also known as equities) and bonds (also known as fix...

INVESTMENTS

Wednesday, May 31, 2023

TERMS

Understanding Yield to Maturity: A Simple Guide for Beginners

"Yield to Maturity" or YTM is a concept that is fundamental to bond investing. However, it can be complex and intimidating for beginners. Let's break it down into simple terms.

To begin with, let's define a bond. A bond is like an IOU. When you buy a bond, you are lending money to the entity that issues the bond (this could be a company or a government). In return for this loan, the issuer pays you interes...

INVESTING

Tuesday, May 30, 2023

TERMS

Understanding Maturity in Investments: A Guide for Beginners on Bonds and CDs

In the world of investing, the term "maturity" holds significant importance, especially when dealing with fixed-income securities like bonds and certificates of deposit (CDs). Maturity refers to the specific date on which the principal amount invested is due to be repaid to the investor, along with the final interest payment. Let's delve into this concept further to demystify its significance.

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INVESTMENTS

Monday, May 29, 2023

TERMS

Guide to Investment Indices

At its most basic, an investment index is a statistical measure that tracks the performance of a group of assets. It's essentially a hypothetical portfolio of investments that represents a segment of the financial market. The changes in an index show the overall performance and health of the sector that it represents.

Financial Market Basics and the Role it plays on Investment Indices:

Financial markets play a pivotal role in the global ...

INVESTMENTS

Friday, May 26, 2023

TERMS

What is a Management Fee?

In the simplest terms, a management fee is an amount of money that is paid to investment managers for their services. This fee is usually a percentage of the assets being managed.

The role of investment managers can be to manage mutual funds, hedge funds, or portfolios of individual investors, among others. They conduct market research, make investment decisions, and perform transactions on behalf of their clients. In return, they c...

INVESTMENTS

Thursday, May 25, 2023

TERMS

How to invest in BRICS

BRICS, an acronym encompassing five major emerging national economies - Brazil, Russia, India, China, and South Africa - was originally coined as "BRIC" by Jim O'Neill of Goldman Sachs in 2001. In 2010, South Africa joined the group, expanding it to what it is known today. The concept of BRICS in the realm of investing highlights the immense economic potential held by these emerging markets. Their substantial populations, vast geographic areas, and growing eco...

VERI PLATFORM

Wednesday, May 24, 2023

TERMS

What is considered a long term investment

A long-term investment strategy involves buying and holding assets for several years, typically more than 5 years. This strategy is based on the belief that although markets may fluctuate in the short term, over time they will deliver a positive return.

Long-term investing often involves a focus on assets that can generate growth or income over time, such as stocks, bonds, real estate, and mutual funds. Here's a breakdown of these as...

INVESTMENTS

Tuesday, May 23, 2023

TERMS

Explaining Compound Interest

Compound interest is a concept that refers to the interest earned on both the initial amount of money you invest (known as the principal) and the accumulated interest from previous periods. In other words, instead of earning interest only on your original investment, compound interest allows your investment to grow by earning interest on the interest you've already earned.

To understand compound in...

INVESTMENTS

Monday, May 22, 2023

TERMS

Managing Investment risks

The term "market risk," which also goes by the names "systematic risk" and "non-diversifiable risk," describes the possibility that an investor's portfolio value will fall due to factors external to the investor but inherent in the market as a whole. It includes things like interest rate fluctuations, GDP growth, inflation, global politics, and market sentiment.

All investments in the market are vulnerable to market risk. This is in contrast to comp...

ECONOMY

Saturday, May 20, 2023

TERMS

Debt-to-GDP ratio

Investments in the financial world are akin to deciphering a complex puzzle of numbers, factors, and ratios. Among the many crucial metrics that analysts and investors examine, the Debt-to-GDP ratio holds significant importance. If you're new to this financial term and eager to grasp its significance, you've come to the right place. Let's embark on a beginner-friendly exploration of what the Debt-to-GDP ratio entails, why it matters, and how it influences investmen...

MAURITIUS

Friday, May 19, 2023

ECONOMY

Mauritius labour laws and Employment Laws

Skills and labour force

The population of Mauritius was estimated at 1.27 million in July 2021 by the country's official statistics agency, Statistics Mauritius. The working population of Mauritius is highly educated and bilingual.

In 2020, there were 319 primary schools, 179 secondary schools, and 464 vocational schools in Mauritius. Estimates put the total government expenditure for the 2020/21 fiscal year at MUR 185,029 ...

INVESTMENTS

Friday, May 19, 2023

TERMS

Venture Capital (VC) for Beginners: How Does Venture Capital Work?

Venture Capital is a specialized form of investment that plays a crucial role in funding early-stage and high-risk companies with promising business ideas or innovative products. These startups often lack the necessary funding to turn their vision into reality, making them attractive prospects for venture capitalists.

In essence, venture capitalists are individuals or firms that provide financial backing to t...

INVESTING

Thursday, May 18, 2023

TERMS

Understanding Hedge Funds

A hedge fund is a type of investment partnership that pools funds from investors and uses them to buy and sell different types of securities in an effort to make a profit. These funds are usually only open to accredited investors, who are individuals with a high net worth or significant income.

How Hedge Funds Work

Hedge funds are managed by professional fund managers, who have wide latitude in the types of investments the...

SOUTH_AFRICA

Thursday, May 18, 2023

TAX

A Comprehensive Guide to Understanding the South African Tax and Customs System

The tax and customs system in South Africa is a complex yet organized structure that plays a crucial role in the country's economy. South Africa follows a residence-based taxation system, which means that residents are taxed on their worldwide income, whereas non-residents are taxed only on income that is derived from a South African source. Let's dive into an in-depth understanding of this system, its c...

INVESTMENTS

Wednesday, May 17, 2023

TERMS

Understanding Redemption Value in The Financial World

The term "redemption value" is typically used in the context of investment portfolios to refer to redemption value of a bond, mutual funds, or exchange-traded funds (ETFs). The redemption value is the amount at which an investor can return their investment to the issuer.

Let's take the example of a bond and break it down for you.

Redemption Price of a Bond:

Bonds are a type of debt security that can be i...

MAURITIUS

Tuesday, May 16, 2023

LEGAL

This is a disclaimer on investment advice. The information provided on this website is for general informational purposes only. It is not intended to provide, and should not be relied on for, investment or financial advice. The content, including any examples, scenarios or case studies, is purely illustrative and for educational purposes only. They are not intended as a recommendation to buy, sell or hold any specific investment or to engage in any investment strategy.

Investing invol...

INVESTING

Monday, May 15, 2023

SUSTAINABLE INVESTING

The ESG Revolution: Embracing Sustainability for a Better Future

Introduction


Welcome to our comprehensive guide on the ESG revolution and the pivotal role it plays in shaping a sustainable future. In this article, we will delve into the world of Environmental, Social, and Governance (ESG) factors, highlighting their significance for businesses, investors, and society at large. As a leader in providing exceptional SEO services, we aim to present you with valuable insig...

INVESTING

Sunday, May 14, 2023

TERMS

Demystifying ESG in Investing


ESG stands for Environmental, Social, and Governance. These three factors are used to measure the sustainability and societal impact of an investment in a company or business. The goal of ESG investing is to consider more than just a company's financial performance, and to also take into account the impact that the company is having on the world.

Let's break down each of the three elements of ESG:

Environmental (E):<...

INVESTING

Thursday, May 11, 2023

TERMS

Basics of EBITDA: 

EBITDA, which stands for Earnings Before Interest, Taxes, Depreciation, and Amortization, is a crucial financial metric used to evaluate a company's core operating performance. It provides a clearer picture of a company's profitability by excluding certain non-cash expenses and the impact of its capital structure. EBITDA acts as a useful tool for investors and analysts to assess a company's financial health and compare its performance with other companies wit...

VERI PLATFORM

Wednesday, May 10, 2023

INVESTMENTS

Discretionary Fund Managers

What is a fund manager?

A fund manager is a professional who manages a pool of money, called a fund, on behalf of individual or institutional investors. Their job is to invest the money in various financial instruments, such as stocks, bonds, or commodities, with the goal of generating returns for the investors. Fund managers often work for asset management companies, banks, or other financial institutions.

Non-discretionary vs. Discret...

INVESTMENTS

Thursday, May 04, 2023

DOING BUSINESS

INVESTING

Tuesday, May 02, 2023

TERMS

Demystifying Corporate Bonds

A corporate bond is a debt security issued by a corporation to raise funds for various purposes such as financing business expansion, paying off existing debt, or funding daily operations. In essence, it is a contractual agreement between the corporation (the issuer) and the bondholder (the investor) in which the corporation promises to pay periodic interest payments, known as coupon payments, and return the principal amount (also called face value or pa...

INVESTING

Tuesday, May 02, 2023

TERMS

Demystifying Breakpoint

Introduction

In the world of investing, it is crucial to have a clear understanding of key investment terms to make well-informed decisions. One such term that holds relevance in today's investment landscape is "breakpoint." In this guide, we will delve into the concept of breakpoint, providing specific and up-to-date information to enhance your understanding.

What is Breakpoint?

Breakpoint, within...

INVESTING

Thursday, April 27, 2023

TERMS

Demystifying Custody Fees for Investors

Custody fees are charges that investors pay to financial institutions or brokerage firms for the safekeeping and management of their investment assets. These fees can include costs related to account maintenance, transaction processing, and other administrative services. In this guide, we'll explore custody fees in more detail, providing examples, graphs, and calculations to help you understand their significance.

What Are Custody Fee...

INVESTING

Thursday, April 27, 2023

TERMS

Indemnified Fees Explained

Indemnified fees refer to the fees paid to a financial adviser by a product provider (e.g., life company or investment platform) for their services, usually as a commission. In the context of an Investment Portfolio Bond (IPB) or Platform Account (PA), this means the adviser is compensated by a pre-agreed amount with the investor client, for their advice. The indemnified fees are typically calculated as a percentage of the amount invested in the bond or pl...

INVESTING

Thursday, April 27, 2023

TERMS

Understanding Amortised Fees

 

Amortised fees play an essential role in the investment world, providing investors with a manageable way to distribute costs over time. Understanding these fees is crucial for several reasons:

  • Evaluating Investments: By understanding how fees are amortised, investors can accurately evaluate the true costs associated with different financial instruments. This knowledge enables them to make infor...

SOUTH_AFRICA

Monday, April 17, 2023

INVESTMENT PLATFORM

Investing via Mauritius: Key Advantages

A South African resident may choose to use an investment platform based in Mauritius for several reasons. Some of the key factors that could influence this decision include:

Tax benefits:

Mauritius has a favorable tax regime, which can provide significant tax advantages for investors. For example, Mauritius has a double taxation avoidance agreement (DTAA) with South Africa, which may result in reduced withholding tax ...

INVESTMENTS

Wednesday, April 12, 2023

TERMS

Discovering Structured Products

Today, we take a deep dive into an investment vehicle that's been making waves in the financial world: structured products. In this "An Introduction to Structured Products," we'll be demystifying the complexities surrounding these products and providing you with the tools to navigate this intricate financial landscape.

What are Structured Products, Anyway?

Breaking Down the Basics

INVESTMENTS

Thursday, March 30, 2023

TERMS

Demystifying Net Asset Value (NAV)

Net Asset Value (NAV) is a key term in the world of investing, particularly in the context of mutual funds, exchange-traded funds (ETFs), and closed-end funds. In simple terms, NAV represents the per-share value of a fund's assets, minus its liabilities. It is a crucial metric for investors to evaluate the performance and value of a fund.

To provide a comprehensive understanding of Net Asset Value, we will discuss the following:

    ...

INVESTMENTS

Thursday, March 30, 2023

TERMS

Investing-World Liquidity

Introduction

The importance of liquidity in the financial and investment worlds cannot be overstated. The term "liquidity" describes the simplicity with which a certain asset or security can be bought or sold without a major change in its price. Liquidity, in layman's terms, refers to an asset's ease with which it can be changed into cash. Unlike illiquid assets, which may take more time and effort to sell and may even sell at a discount, highly l...

LEGAL

Thursday, March 30, 2023

TERMS

A Comprehensive Guide to GDPR

EU's General Data Protection Regulation (GDPR) is a sweeping piece of legislation protecting personal information since it comes into force on May 25, 2018. With the imposition of stringent limits on the collection, processing, storage, and use of personal data, GDPR seeks to protect the personal data and privacy of EU people.

Information on an identified or identifiable natural person (a "data subject") is considered personal data under the Gen...

INVESTMENTS

Thursday, March 30, 2023

TERMS

Investment Jargon Simplified

Introduction

The Markets in Financial Instruments Directive is one of Europe's most important pieces of legislation (MiFID). In this primer, we will discuss the background of MiFID, its primary components, and the effects it will have on investors like you.

Just what is MiFID?

The Markets in Financial Instruments Directive (MiFID) is a set of laws enacted by the European Union (EU) with the intention of fostering a more open, ...

REGULATIONS

Thursday, March 30, 2023

TERMS

RDR: Retail Distribution Review

In the investment world, the term "RDR" refers to the Retail Distribution Review. This was a set of regulatory changes introduced by the United Kingdom's Financial Services Authority (FSA), now known as the Financial Conduct Authority (FCA), in 2012. The primary goal of RDR was to raise the professional standards of financial advisors and improve transparency and fairness in the way investment products and services were distributed to retail investors...

INVESTMENTS

Thursday, March 30, 2023

TERMS

Demystifying Earnings Volatility for Investors

Introduction

Earnings volatility is a crucial concept for investors to understand, as it provides insight into the stability and predictability of a company's financial performance. In this guide, we will explore the concept of earnings volatility in the simplest terms possible, providing examples, calculations, and visual aids to help you gain a better understanding of its implications in the investment world.

INVESTMENTS

Thursday, March 30, 2023

TERMS

Understanding Dividend Yield

As an investor, it's important to familiarizse yourself with basic investment terms to help you make informed decisions. One such essential term is "dividend yield." In this article, we will provide a comprehensive explanation of dividend yield, along with examples, graphs, and calculations to help you grasp this concept.

What is Dividend Yield?

Dividend yield is a financial ratio that indicates the percentage return on investment (ROI)...

INVESTMENTS

Thursday, March 30, 2023

TERMS

Understanding Total Expense Ratio (TER)

As a novice investor, it's essential to understand various investment terms to make informed decisions. One such term is the "Total Expense Ratio" (TER), which is a critical metric for evaluating the cost-efficiency of a mutual fund or an exchange-traded fund (ETF). This article aims to provide you with a comprehensive understanding of TER, including examples and calculations to illustrate its importance.

Definition:

Total Ex...

INVESTMENTS

Thursday, March 30, 2023

TERMS

Understanding Diversification in Investments

Diversification is a fundamental principle in the investment world that helps investors minimize risk while maximizing potential returns. In this comprehensive guide, we will explore the concept of diversification in full detail, providing examples, graphs, and calculations to help you gain a thorough understanding of this essential investment strategy.

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INVESTMENTS

Thursday, March 30, 2023

TERMS

Understanding the P/E Ratio

Introduction: 

The Price-to-Earnings (P/E) ratio is a fundamental valuation metric widely used in the investment world. It provides investors with a way to assess the relative value of a company's stock by measuring the price investors are willing to pay for each dollar of earnings generated by the company. By comparing the P/E ratio of a stock to its peers or the broader market, investors can gain insights into its valuation.

To ca...

MAURITIUS

Wednesday, March 29, 2023

TERMS

Equities Explained

Equities are financial instruments that indicate ownership in a corporation. Equities are also known as stocks or shares. Equities allow you to effectively own a modest stake in a firm and the rights to participate in its management and profit sharing. We will examine the idea of stocks, their various varieties, and how they function in the world of investing in this tutorial.

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INVESTMENTS

Wednesday, March 29, 2023

TERMS

Understanding Custodians in Investing

A custodian in the investment world is a financial institution that holds and safeguards an individual's or institution's financial assets, such as stocks, bonds, or other securities. Custodians serve a critical role in ensuring the safety and proper management of these assets, while also facilitating various transactions on behalf of their clients.

Role of a Custodian:

Custodians typically perform the following functions:

INVESTMENTS

Wednesday, March 29, 2023

TERMS

Understanding Cash Equivalents

In the world of investing, it's crucial to understand some basic investment terms to navigate the financial landscape confidently. One such term is "cash equivalents." This guide will provide you with a simple yet thorough explanation, complete with examples, graphs, and calculations to ensure a clear understanding.

Definition of Cash Equivalents

Cash equivalents are short-term, highly liquid investments that are easily convertible to...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

A Guide to Investment Benchmarks

A benchmark, in the investment world, is a standard or point of reference against which the performance of an investment portfolio, individual asset, or fund manager can be measured. Benchmarks provide a frame of reference for comparing the performance of investments, allowing investors to gauge whether the investment is performing well or poorly relative to the market or a specific sector.

In this explanation, we will cover the following asp...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

In the realm of investments, the concept of asset classes is fundamental to constructing a successful and diversified portfolio. Asset classes are the foundation upon which investors build their financial strategies, with each class offering unique characteristics, risk profiles, and potential returns.

In this comprehensive guide, we will explore the major asset classes, delve into alternative investments, emphasize the critical role of asset allocation, and provide insights on h...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

In the intricate world of investing, one of the most critical decisions an investor can make is determining how to allocate their equities effectively. Asset allocation is not just a buzzword; it's a fundamental concept that can significantly impact your investment portfolio's performance and, consequently, your financial future. In this comprehensive overview, we will delve deep into the world of asset allocation, touching upon essential topics and keywords that every investor should be fami...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

In today's complex and ever-evolving investment landscape, understanding the concept of Alpha is paramount for making informed financial decisions. Whether you're an experienced investor or just starting your journey into the world of finance, this article will demystify Alpha and explore its applications and limitations. Furthermore, we'll delve into the importance of making positive impact investments and the role of simulation-based training in financial decision-making. So, let's embark o...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

Decoding Beta: Mastering Investment Risk Assessment

Welcome to the realm of investing, where the term "Beta" stands as a pivotal concept, offering investors valuable insights into the risk associated with a particular investment relative to the broader market.

In straightforward terms, Beta serves as a gauge of an investment's volatility in comparison to the overall market.

Join us as we embark on a comprehensive journey into the intricacies of Be...

INVESTMENTS

Wednesday, March 29, 2023

TERMS

Understanding Standard Deviation in Investments

In the dynamic world of investments, where financial markets can swing like a pendulum, understanding statistical measures is paramount for making informed decisions. One such measure that plays a key role in assessing investment risk is "Standard Deviation." In this comprehensive guide, we will delve deep into the concept of it, breaking it down into its various aspects, calculations, applications, and limitations. By the end of ...

INVESTMENTS

Tuesday, March 28, 2023

INVESTMENT PLATFORM

Introduction: Every Penny Counts

When it comes to investing, understanding the intricacies of investment platform fees is paramount. Investors often overlook these fees, but they can significantly impact your overall returns. In this comprehensive guide, we'll simplify the complex world of investment platform fees, empowering you to make informed decisions and maximize your investment returns.

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INVESTMENTS

Friday, March 17, 2023

MUTUAL FUNDS

An Overview of Mutual Funds

Mutual funds are investment vehicles that pool together money from multiple investors to invest in a diversified portfolio of financial instruments, such as stocks, bonds, and other securities. Managed by professional fund managers, these funds strive to achieve specific investment objectives, offering investors access to a wide range of assets and reducing the risk associated with individual securities. Mutual funds have become popular investment ch...