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7 Cards in this Set
- Front
- Back
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Approved list of assets in which a portfolio manager may invest |
Asset universe |
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Portfolios operated for the benefit of a nonprofit entity |
Endowment funds |
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The planned liquidation date |
Investment horizon |
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The speed and ease with which an asset can be converted to cash |
Liquidity |
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A firm pooling and managing funds of investors |
Mutual fund |
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An interest in an asset held by a trustee for the benefit of another person |
Personal trust |
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The fiduciary responsibility of a professional investor |
prudent investor rule |
