In this section, definitions are given for the source of capital that drives the investment process.

The source of capital used for investments can be an individual or a complex group of interests. 

1. Investors

2. Strategy

3. Passive

4. Active

5. Targeted

6. Type

In this section...

The source of managing a portfolio... 

1. Investments

2. Objective

3. Compliance

4. Performance

5. Attribution

6. Reporting

In this section...

The source of managing a portfolio... 

1. Selection

2. Allocation

3. Segregation

4. Rebalancing

5. Adjustment

6. Transaction

7. Implementation

8. Execution

9. Settlement