Alpha measures the excess returns on an investment relative to the market returns. It represents the amount of return expected from fundamental causes like the growth rate in earnings per share. It contrasts with Beta, which measures volatility.
A Defined-Contribution (DC) Pension Scheme is a retirement plan where employer, employee, or both make contributions on a regular basis, and the final benefits depend on the investment's performance.
The Equity Yield Rate measures the rate of return on the equity portion of an investment, accounting for periodic cash flow and proceeds from resale, but excluding income taxes.
The Financial Management Rate of Return (FMRR) is a method of measuring the performance of real estate investments, providing a variation on the Internal Rate of Return (IRR) method by addressing some of IRR's limitations.
Financial risk refers to the potential for volatility in investment performance due to the use of borrowed money. It indicates the possibility of losing money when investing in financial instruments.
Ibbotson & Associates is a prominent provider of historical data for various financial investments, renowned for its annual publication 'Stocks, Bonds, Bills & Inflation.' This publication offers critical insights into long-term historical performance across various investment classes.
An annual measure for evaluating the efficiency of an investment, typically represented as a percentage of the original investment value.
In a projection of investment performance, the assumed selling price a property could fetch at the end of the projection period.
Return on Investment measures the profitability of an investment. It is a ratio that compares the gain or loss from an investment relative to its cost.
Return on Investment (ROI) measures the profitability of an investment, calculated as the net profit from an investment divided by the original cost of the investment, usually expressed as a percentage.
Variable Life Insurance is a type of life insurance policy where the face value and death benefit can fluctuate based on the performance of investments chosen by the policyholder. The value can increase or decrease but never falls below a guaranteed minimum.
