investment vehicle

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Investment Vehicle

A security or derivative. An investment vehicle may be rigidly structured, as in an asset-backed security, or it may be quite basic, like a stock or bond. One uses an investment vehicle in order to make a profit on the capital one has invested in it. An investment vehicle may involve the purchase of a debt obligation, which entitles one to repayment with interest, or it may involve buying an ownership stake in a business, with the hope that the business will become profitable. Many different investment vehicles exist, and each is subject to greater or lesser regulation in the jurisdiction in which it takes place. Each one has its own risks and rewards; choosing the correct investment vehicles for a portfolio requires a combination of astuteness, knowledge of the market, timing, and good luck.

investment vehicle

A specific investment having attributes that are intended to accomplish certain goals. Examples of investment vehicles include common stock, preferred stock, bonds, options, futures, annuities, and collectibles.
References in periodicals archive ?
The launching of KFH Real Estate company reflects KFH s overall strategy and it s one of the investment initiatives that will follow with similar dedicated investment vehicles. All KFH s real estate investment activities shall be consolidated and managed by KFH Real Estate company, locally, regionally, and internationally.
Office buildings nudged out other commercial real estate property types as investment vehicles in a national market that has been battered by unprecedented natural disasters, rising long-term interest rates and declining capitalization rates, a national report revealed.
Now the president's proposed savings accounts could hurt the viability of the variable-annuity product itself in that the new accounts would be tax-free investment vehicles, while distributions from annuities still would be taxed.
"I wanted to be assured that a part of my portfolio was in more stable investments, more conservative, goal-directed investment vehicles," Jones explains.
* No investment is inherently prudent or imprudent (certain nontraditional investment vehicles now may be considered prudent).
In addition to DF Energy Acquisition, the investor group includes investment vehicles established by family trusts created by Paul Tudor Jones and Timothy Barakett, and Continental Grain Company / Paul Fribourg.
This variety of options, at all points in the investment risk spectrum, contributes to real estate's continuing appeal as an asset class and the explosive growth in new investors and investment vehicles operating in the commercial markets nationally and internationally.
And most of the companies listed on the BE ASSET MANAGERS list offer investment vehicles that can be found on our Black Mutual Funds Index.
For example, two of the three permissible investment vehicles for most 403(b) participants are annuities--fixed annuities, variable annuities and mutual funds.
Real estate investment trusts (REITs) have made a comeback as investment vehicles, fueled by changes originally made in the Tax Reform Act of 1986.
Russell Warren commented, "The creation of Ivy Realty Fund I is a natural evolution of our strategy to create targeted investment vehicles for a select group of high net worth investors.
Five of the book's 11 chapters focus on money management strategies, including techniques for estimating how much money you'll need for retirement, how to pay for a nursing home if you need one, investment vehicles, and debt management practices.