Printer Friendly
Dictionary, Encyclopedia and Thesaurus - The Free Dictionary
3,897,668,514 visitors served.
forum Join the Word of the Day Mailing List For webmasters
?
Dictionary/
thesaurus
Medical
dictionary
Legal
dictionary
Financial
dictionary
Acronyms
 
Idioms
Encyclopedia
Wikipedia
encyclopedia
?

Investment History

    0.01 sec.
Investment history
The history of a member firm that establishes certain norms in respect of its investment practice.
Investment History
The transactions that a member firm or investor has conducted in the past, especially with a given broker-dealer. Investment history must be considered in making some decisions.
investment history
The past relationship between a broker-dealer and an investor. Rules of the National Association of Securities Dealers require a consideration of investment history in making judgments concerning the adequacy of an underwriter's performance in issuing securities. For example, sale of a hot issue to certain accounts generally must conform to the investment history of those accounts.
Want to thank TFD for its existence? Tell a friend about us, add a link to this page, add the site to iGoogle, or visit the webmaster's page for free fun content.
?Page tools
Printer friendly
Cite / link 		Feedback
Add definition
Mentioned in?  References in periodicals archive?   Financial browser?   Full browser?
 
s comfort with risk as well as his or her investment history and experience.
Different Investment Opportunities for Different Age Groups by A Nutt / Business community
A fund manager could have tiles displaying the portfolio and investment history for a client, for example, and a Web application displaying stock prices.
Adobe puts LiveCycle in the cloud by Network World Middle East
To determine if the investment style matches your objectives, examine the firm's investment history.
Gaining access to capital in a challenging economy: five factors for ... by Romaniello, Steve / Franchising World
 
 
 
Financial Dictionary
?

Terms of Use | Privacy policy | Feedback | Advertise with Us | Copyright © 2012 Farlex, Inc.
Disclaimer
All content on this website, including dictionary, thesaurus, literature, geography, and other reference data is for informational purposes only. This information should not be considered complete, up to date, and is not intended to be used in place of a visit, consultation, or advice of a legal, medical, or any other professional.