Examlex
Technology has provided the tools for:
Asset Allocation
The process of dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.
Portfolio Construction
The process of selecting a mix of assets tailored to an investor’s financial goals, risk tolerance, and investment horizon.
Debt Securities
are financial instruments representing money borrowed that must be repaid, typically including features such as fixed interest rates and maturity dates, examples include bonds and notes.
Fixed Stream
A series of fixed payments over a specified period, often used in the context of bonds or other types of investments generating regular income.
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