investment history

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.
References in periodicals archive ?
He said Moscow would create a special economic zone in Crimea to boost business and said: "We must create a new investment history, which will be more successful than it was.
One of the oldest scams in investment history is the Ponzi or pyramid scheme in which a swindler convinces a number of individuals to invest their money in the company.
Hirsch is a thinker and student of investment history, not a guy who takes notes after being captured by an alien spaceship.
A fund manager could have tiles displaying the portfolio and investment history for a client, for example, and a Web application displaying stock prices.
To determine if the investment style matches your objectives, examine the firm's investment history.
team of a company with such a prestigious investment history and ambitious
Investment history reveals that people who last the pace see substantial returns from being in the stockmarket.
BT Locations manager in Wales, Richard Scoular said, "Our selection process is determined on the location's ability to attract international business - that is its location, access to skilled workforce, availability of incentives and previous investment history.
Richard Scoular, BT Locations manager in Wales, said: "Our selection process is determined on the location's ability to attract international business - its location, access to skilled workforce, availability of incentives and previous investment history.