Financial Glossary by Tamara Ramón Domínguez https://padlet.com/tamararamon/aiuoofj5bc6bxw6f en-us 2025-02-28 01:15:44 UTC 2025-02-28 01:49:05 UTC hello@padlet.com Investment Funds (FI) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3345997875 Collective investment schemes where investors pool their money to be managed by professionals in various asset classes.

]]> 2025-02-28 01:25:15 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3345997875 Investment Societies (SI) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3345998333 Entities that manage investment funds, offering various types of financial products.

]]> 2025-02-28 01:25:41 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3345998333 Open-End Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346002211 Investment funds that allow investors to buy and sell shares at any time.

]]> 2025-02-28 01:29:55 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346002211 Closed-End Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346003412 Funds that issue a fixed number of shares, which are traded on the market like stocks.

]]> 2025-02-28 01:30:36 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346003412 Equity Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346003718 Investment funds that primarily invest in stocks.

]]> 2025-02-28 01:30:53 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346003718 Debt Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004208 Funds that invest mainly in fixed-income securities such as bonds.

]]> 2025-02-28 01:31:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004208 Capital Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004579 Funds dedicated to financing businesses, typically through equity investments.

]]> 2025-02-28 01:31:47 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004579 Limited Purpose Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004899 Funds that have a specific investment objective or strategy.

]]> 2025-02-28 01:32:06 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346004899 Market Risk https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005157 The risk of losses due to changes in market conditions.

]]> 2025-02-28 01:32:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005157 Issuer Risk https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005308 The risk that the issuer of a security may default or face financial difficulties.

]]> 2025-02-28 01:32:38 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005308 Liquidity Risk https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005518 The risk of not being able to sell an asset quickly without significant price loss.

]]> 2025-02-28 01:32:53 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005518 Legal and Technological Risk https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005737 Risks associated with regulatory changes or technological disruptions.

]]> 2025-02-28 01:33:07 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005737 Alternative Investments tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005968 Assets outside traditional stocks and bonds, including private equity, hedge funds, real estate, and commodities, often used for diversification.


Investopedia. (n.d.). Alternative investments: Definitions and strategies. Retrieved from https://www.investopedia.com


]]> 2025-02-28 01:33:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346005968 CNBV (Comisión Nacional Bancaria y de Valores) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006114 The Mexican financial authority overseeing securities markets and financial institutions.

]]> 2025-02-28 01:33:36 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006114 National Securities Registry https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006283 A registry where securities and financial instruments are recorded for legal and regulatory purposes.

]]> 2025-02-28 01:33:49 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006283 National Retirement Savings Commission https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006878 The entity that regulates pension funds in Mexico.

]]> 2025-02-28 01:34:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346006878 Investment Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007078 A pool of capital managed by professionals and invested in various financial instruments.

]]> 2025-02-28 01:34:42 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007078 Prospectus https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007254 A legal document providing detailed information about an investment fund, including objectives, risks, costs, and investment policies.

]]> 2025-02-28 01:34:55 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007254 Diversification https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007271 The practice of spreading investments across different assets to reduce risk.

]]> 2025-02-28 01:34:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007271 Private Equity tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007344 Investment in private companies or buyouts of public companies, aiming to improve value before selling at a profit.


Harvard Business Review. (n.d.). Private equity and venture capital explained. Retrieved from https://hbr.org

]]> 2025-02-28 01:35:01 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007344 CNBV (Comisión Nacional Bancaria y de Valores) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007599 The regulatory authority in Mexico responsible for supervising and regulating the financial system, including banks, brokerage firms, and investment funds.

]]> 2025-02-28 01:35:15 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007599 Securities https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007717 Financial instruments representing ownership or a debt obligation.

]]> 2025-02-28 01:35:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007717 Diversification https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007842 An investment strategy that aims to reduce risk by combining different assets within a portfolio.

]]> 2025-02-28 01:35:34 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007842 Debt Instrument https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007944 A financial asset, such as a bond, representing a loan made by an investor.

]]> 2025-02-28 01:35:40 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346007944 Withholding Tax https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008105 A tax withheld at the source on certain income, such as dividends or interest, before it is received by the investor.

]]> 2025-02-28 01:35:53 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008105 Equity https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008150 Ownership in a company, usually represented by stocks.

]]> 2025-02-28 01:35:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008150 Hedge Funds tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008241 Pooled investment funds using diverse strategies, including leverage and derivatives, to generate high returns.


CFA Institute. (n.d.). Hedge funds: Strategies and risk considerations. Retrieved from https://www.cfainstitute.org

]]> 2025-02-28 01:36:04 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008241 Valuation Price https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008324 The price at which the value of a financial asset or portfolio is determined at a given moment.

]]> 2025-02-28 01:36:11 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008324 Liquidity https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008357 The ability to quickly convert an asset into cash without significant loss.

]]> 2025-02-28 01:36:13 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008357 Portfolio https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008759 A collection of financial assets owned by an individual or institution.

]]> 2025-02-28 01:36:42 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008759 Real Estate tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008795 Property investments including land, buildings, and infrastructure, generating income through rent, sales, or appreciation.


National Association of Realtors. (n.d.). Real estate investment trends and strategies. Retrieved from https://www.nar.realtor



]]> 2025-02-28 01:36:44 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008795 Equity Investment Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008848 An investment fund that primarily invests in stocks.

]]> 2025-02-28 01:36:48 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008848 Repurchase Regime https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008990 An agreement where securities are sold with an agreement to repurchase them later.

]]> 2025-02-28 01:36:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346008990 Debt Instrument https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009093 A financial asset representing a loan, such as bonds or promissory notes, where the issuer promises to pay interest and return the principal at a future date.

]]> 2025-02-28 01:37:07 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009093 Investment Societies (Sincas) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009311 Mexican investment vehicles focused on private equity and venture capital.

]]> 2025-02-28 01:37:16 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009311 Debt-Equity Ratio https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009406 A financial ratio comparing a company’s total debt to its equity, indicating its level of leverage.

]]> 2025-02-28 01:37:24 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009406 Commodities tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009449 Physical assets like gold, oil, and agricultural products, traded in markets as hedges against inflation.


Chicago Mercantile Exchange. (n.d.). Commodities trading: An overview. Retrieved from https://www.cmegroup.com

]]> 2025-02-28 01:37:27 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009449 Limited Object Investment Companies https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009483 Companies with restrictions on their investment activities.

]]> 2025-02-28 01:37:31 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009483 Dividends https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009647 Profit distributions from a company to its shareholders, usually in cash or additional shares.

]]> 2025-02-28 01:37:45 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009647 Investment Company https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009754 A business that pools investor money to buy securities.

]]> 2025-02-28 01:37:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009754 Correlation tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009933 A statistical measure (from -1 to 1) showing how two assets move in relation to each other, essential for portfolio diversification.


Morningstar. (n.d.). Understanding correlation and portfolio diversification. Retrieved from https://www.morningstar.com

]]> 2025-02-28 01:38:03 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009933 Capital Gains https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009970 Profits earned from selling an asset at a higher price than its purchase price.

]]> 2025-02-28 01:38:06 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346009970 Fund Family https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010048 A group of mutual funds managed by the same investment firm.

]]> 2025-02-28 01:38:14 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010048 Tax-Exempt https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010136 A condition where certain income or investments are exempt from taxation.

]]> 2025-02-28 01:38:20 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010136 Fund Management Company https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010236 The entity responsible for managing an investment fund.

]]> 2025-02-28 01:38:28 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010236 Due Diligence tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010334 A thorough investigation of an investment or business to assess risks, value, and compliance before committing capital.


U.S. Securities and Exchange Commission (SEC). (n.d.). Due diligence in investment decisions. Retrieved from https://www.sec.gov


]]> 2025-02-28 01:38:38 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010334 Indexed Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010531 An investment fund that replicates the performance of a specific market index.

]]> 2025-02-28 01:38:52 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010531 Fund Distributor https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010672 A company or institution that sells shares of investment funds to investors.

]]> 2025-02-28 01:39:04 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010672 IPC (Índice de Precios y Cotizaciones) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010879 The main stock index of Mexico, composed of the most liquid stocks on the Mexican Stock Exchange (BMV).

]]> 2025-02-28 01:39:23 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010879 Open-End Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010884 A mutual fund with unlimited shares that investors can buy and sell freely.

]]> 2025-02-28 01:39:23 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010884 Alpha tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010974 A measure of excess return generated by an investment compared to a benchmark, indicating manager skill.


CFA Institute. (n.d.). Alpha and beta: Understanding investment risk and return. Retrieved from https://www.cfainstitute.org

]]> 2025-02-28 01:39:30 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346010974 INMEX30 https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011096 A Mexican Stock Exchange index composed of 30 companies with high liquidity and market capitalization.

]]> 2025-02-28 01:39:39 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011096 Portfolio Turnover https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011290 A measure of how frequently a fund buys and sells assets within its portfolio over a given period.

]]> 2025-02-28 01:39:57 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011290 Limited Partnership (LP) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011347 A business structure where investors (LPs) provide capital but have limited liability, while general partners manage the fund.


Harvard Law Review. (n.d.). Understanding limited partnerships and liability structures. Retrieved from https://harvardlawreview.org

]]> 2025-02-28 01:40:03 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011347 AAA-Rated https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011466 The highest credit rating assigned to bonds and other financial instruments, indicating low default risk.

]]> 2025-02-28 01:40:16 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011466 Large-Cap Stocks https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011718 Stocks of companies with large market capitalization, considered more stable and less volatile.

]]> 2025-02-28 01:40:36 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011718 General Partner (GP) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011773 The managing entity in a private equity or venture capital firm, responsible for investment decisions and fund performance.


Investopedia. (n.d.). General partners vs. limited partners in private equity. Retrieved from https://www.investopedia.com


]]> 2025-02-28 01:40:41 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011773 Mid-Cap Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011981 Funds that invest in medium-capitalization companies, offering a balance between growth and stability.

]]> 2025-02-28 01:40:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346011981 Sector Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012218 An investment fund focused on a specific sector of the economy, such as technology or healthcare.

]]> 2025-02-28 01:41:18 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012218 Regional Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012397 A fund that invests in a specific geographic region, such as Latin America or Europe.

]]> 2025-02-28 01:41:36 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012397 Leveraged Buyout (LBO) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012713 Acquisition of a company using significant debt, aiming to enhance returns through operational improvements and debt repayment.


Private Equity International. (n.d.). Leveraged buyouts: How they work and why they matter. Retrieved from https://www.privateequityinternational.com

]]> 2025-02-28 01:42:04 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012713 Balanced Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012893 A fund that invests in a combination of stocks and bonds to balance risk and return.

]]> 2025-02-28 01:42:16 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346012893 Aggressive Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013077 An investment fund with a high-risk, high-return strategy, typically focused on fast-growing stocks.

]]> 2025-02-28 01:42:32 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013077 Venture Capital (VC) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013420 Funding provided to startups and early-stage businesses with high growth potential in exchange for equity.


National Venture Capital Association. (n.d.). Venture capital funding and startup growth. Retrieved from https://nvca.org

]]> 2025-02-28 01:42:51 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013420 International Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013481 A fund that invests in assets outside the investor’s home country.

]]> 2025-02-28 01:42:56 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013481 Value-Added Tax (VAT) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013776 A consumption tax applied to goods and services in many countries.

]]> 2025-02-28 01:43:21 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346013776 Money Market Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014044 A fund that invests in short-term, low-risk debt instruments such as government bonds and bank notes.

]]> 2025-02-28 01:43:41 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014044 Real-Rate Indexed Funds https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014270 Funds that adjust their returns to inflation, protecting the investor's purchasing power.

]]> 2025-02-28 01:43:58 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014270 UDI (Unidades de Inversión) https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014761 A unit of account in Mexico whose value is adjusted for inflation, used in certain financial instruments.

]]> 2025-02-28 01:44:29 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014761 Assets Under Management (AUM) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014979 The total market value of assets a fund or financial institution manages on behalf of clients.



]]> 2025-02-28 01:44:45 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014979 Hedging Fund https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014996 A fund that employs hedging strategies to reduce market risk through derivatives and other financial instruments.

]]> 2025-02-28 01:44:45 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346014996 Management Fee tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346016439 A fixed percentage fee paid to fund managers for overseeing investments, typically ranging from 1% to 2%.


Investopedia. (n.d.). Fund management fees: Structure and impact. Retrieved from https://www.investopedia.com

]]> 2025-02-28 01:46:13 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346016439 Incentive Fee tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346016765 A performance-based fee, usually a percentage of profits, rewarding fund managers for exceeding benchmarks.


CFA Institute. (n.d.). Hedge fund performance fees and structures. Retrieved from https://www.cfainstitute.org

]]> 2025-02-28 01:46:34 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346016765 Hurdle Rate tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017134 The minimum return a fund must achieve before managers earn incentive fees, ensuring investors receive priority gains.


Harvard Business Review. (n.d.). Hurdle rates in private equity and venture capital. Retrieved from https://hbr.org

]]> 2025-02-28 01:47:00 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017134 High-Water Mark tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017668 A mechanism ensuring fund managers only earn incentive fees on new profits above the fund’s peak value.

CFA Institute. (n.d.). Understanding the high-water mark in hedge funds. Retrieved from https://www.cfainstitute.org

]]> 2025-02-28 01:47:25 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017668 Clawback Provision tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017940 A clause requiring fund managers to return excess profits if overall returns decline, protecting investors.

U.S. Securities and Exchange Commission (SEC). (n.d.). Clawback provisions: Investor protections in fund management. Retrieved from https://www.sec.gov

]]> 2025-02-28 01:47:45 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346017940 Waterfall Structure tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346018367 A payout framework determining how investment profits are distributed among LPs and GPs.

Private Equity International. (n.d.). Waterfall structures and investor distributions in private equity. Retrieved from https://www.privateequityinternational.com

]]> 2025-02-28 01:48:10 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346018367 Digital Assets tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346019139 Cryptographic assets, including cryptocurrencies and tokens, stored on blockchain technology for transactions and investments.

MIT Technology Review. (n.d.). Blockchain and digital assets: The future of finance. Retrieved from https://www.technologyreview.com

]]> 2025-02-28 01:49:03 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346019139 Non-Fungible Token (NFT) tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346019457 Unique digital assets stored on blockchain, representing ownership of art, collectibles, or virtual goods.

CoinDesk. (n.d.). What are NFTs? A guide to non-fungible tokens. Retrieved from https://www.coindesk.com

]]> 2025-02-28 01:49:29 UTC https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346019457 Side Pocket tamararamon https://padlet.com/tamararamon/aiuoofj5bc6bxw6f/wish/3346020002 A separate account within a hedge fund used for illiquid investments, ensuring fair valuation for investors.

CFA Institute. (n.d.). Hedge fund side pockets: Use and implications. Retrieved from https://www.cfainstitute.org

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