Glossary

The financial world is full of key terms that can make a difference in your investment decisions. In our glossary, you’ll find clear and concise definitions of essential market concepts—from quantitative strategies to financial assets. Explore and strengthen your financial knowledge.

Advisor Account

Is a type of investment account where investment advisory services are included to help a client formulate and implement investment purchases and strategies. These accounts will also usually incur an asset-based fee which includes the cost of operational transactions and portfolio management expenses.

Algorithm Trading

Is an individual or firm that acts as an intermediary between an investor and a securities exchange. Securities exchanges only accept orders from individuals or firms who are members of that exchange, individual traders and investors need the services of exchange members. Brokers provide that service and are compensated either through commissions, fees or through being paid by the exchange itself.

Broker

Commission

A commission is a service charge assessed by a broker or investment advisor for providing investment advice or handling purchases and sales of securities for a client. It can be a percentage of the returns obtained in a certain time or a fixed amount of money.

Investor

An individual who commits money to investment products with the expectation of financial return.

Leverage

Leverage is the use of debt (borrowed capital) to undertake an investment. The result is to multiply the potential returns from the initial investment. At the same time, leverage will also multiply the potential downside risk in case the investment does not pan out.

Portfolio

A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including closed-end funds and exchange-traded funds (ETFs). An individual may choose to hold and manage your portfolio yourself, or you may allow a money manager, financial advisor, or another finance professional to manage your portfolio.

Return

Is the money made or lost on an investment over some period. A return can be expressed nominally as the change in dollar value of an investment over time or as a percentage derived from the ratio of profit to investment.

Risk Profile

Is an evaluation of an individual’s willingness and ability to take risks. A risk profile is important for determining a proper investment asset allocation for a portfolio.

Volatility

Is a statistical measure of the dispersion of returns for a given security or market index. In most cases, the higher the volatility, the riskier the security. Is often measured as either the standard deviation or variance between returns from that same security or market index.

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Disclaimer:

The operation in the stock market carries substantial risk with the constant possibility of losing the invested capital. Algorithm trading results may vary according to the market risk factor. Aspects such as execution speed and slip must be considered in operations. Passed behavior is not necessarily indicative of future results. The results and statistics shown for the portfolio are based on estimations done by Quantvestor, taking as a base the performance of the Portfolio. Indicators and signals should be considered references since they do not believe the investor’s restrictions. Therefore, we are not responsible for the possible results. Trading does not include the financial risk nor the impact of the same on the market. For example, the ability to withstand losses or adhere to a particular trading program despite losses may affect results. Quantvestor does not guarantee that the criteria (including market data, seasonality, and statistics) are entirely accurate and should not be considered as such. CFTC RULE 4.41 – HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT BEEN EXECUTED, THE RESULTS MAY HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS, IN GENERAL, ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN.G MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFIT OR LOSSES SIMILAR TO THOSE SHOWN

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Attention: Important Information

QUANTVESTOR PORTFOLIOS are open to accredited investors
«A professional investor typically includes institutions such as banks, pension funds, insurance companies, and high-net-worth individuals who are well-versed in sophisticated investment strategies, capable of assessing complex financial risks, and often subject to less regulatory oversight than retail investors. These investors possess the necessary resources and knowledge to engage in large-scale transactions and manage diversified portfolios with a high level of autonomy.»