Examlex
The primary or dominant values that are accepted throughout the organisation are the 'core values'.
Dollar-Weighted Return
A method of calculating an investment's return that considers the timing and amount of each investment or withdrawal made.
Geometric Average Return
The average rate of return per period on an investment, calculated geometrically to account for compounding effects.
Arithmetic Average Return
The sum of all returns in a series divided by the number of returns, used to calculate the average performance of an investment over time.
Complete Portfolio
A combination of a risk-free asset and one or more risky assets, structured to meet the investor's risk-return objectives.
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