Knowledge Corner Page: 4

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...

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):<...

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...

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...

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...

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...

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...

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...

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...