Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

A set of standards which investors use to present their investment results.

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Margin call

Learn what a margin call stands for in financial terms.
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Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..
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Spot Rate

The currency exchange rate a bank quotes, valid with immediate effect.
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index-linked gilts

Gilts where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI). This is as opposed to a conventional gilt, where the dividends and principal repayments are fixed in nominal terms.
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Professional Client

An investor that is able to meet several regulatory criteria.
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Depository

We look at what is a depository and what role they play in keeping markets work.
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Unit Trusts

A collective investment scheme the investors pay money into in exchange for units. The money is invested in a diversified portfolio of assets.
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Annualised Rate of Return

The average annual return an investor sees over a set period of time.
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Inflation

The increase in the prices of goods and services over time, and the process by which money loses its value.
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