Investments

Structured Investments

No uniform definition of Structured Products, but typically:

  • Pre-packaged combo of investments that often include derivatives, indices, commodities, FX, debt and swaps.
  • Fixed term of between 3 and 6 years and can kick out early
  • Principal protection
  • Leverage

Portfolio Management

Investment management process and procedures:

  • Objectives and Constraints
  • Asset Allocation
  • Portfolio Optimization
  • Security Selection
  • Implementation and Execution

Alternative Investment Vehicles

Originally associated with investments in tangible assets such as metals or antiques, but now more commonly associated with the hedge funds or private investment strategies:

  • Global Macro
  • Long Short
  • Event Driven
  • Relative Value
  • Directional
  • Fund of Fund

Angel Investing

Early stage, high risk investing that typically involves:

  • Active involvement in the business
  • Mentoring and advice
  • Various rounds of financing
  • In depth due diligence
  • Often syndicates or incubatory platforms