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Brokerage administrative functions that support
securities trading, including trade confirmation and
settlement, recordkeeping, and regulatory compliance.
Financial modeling used to determine the effectiveness of an investment
by applying the strategy to past periods and comparing those
results with the actual performance of other strategies.
One hundredth of a percentage point (0.01%).
A measure of the volatility of a stock or
fund relative to the overall market. A beta of <1 indicates lower risk
than the market; a beta of >1 indicates higher risk than the market.
Nasdaq.com uses the S&P 500 as the underlying index to measure the
overall market for beta. A beta of 0.8
indicates that the fund has experienced gains and losses that are 80% of the benchmark's
changes. A beta of 1.3 means the total return is likely to
move up or down 30% more than the index. A fund with a beta of 1.0 is expected to move in
concert with the index.
A strategy that seeks to identify investments that will
produce strong returns, prior to assessing the influence that
economic factors will have on those assets.
A portfolio breakdown analysis displays how a portfolio is
invested by currency, style, strategy, region,