Insights / Outsourced CIO

Glossary of Investment Terms

May 28, 2025

This glossary of financial and investment concepts features terms that we use in our publications, reporting, and client communications. We have designed the glossary to serve as a practical reference and limited its scope to key terms.  We invite you to use this glossary as a resource to deepen your understanding of concepts that underpin our analyses of financial markets and inform the design of our investment strategies.