Find the keywords you need.

A curated list of key terms and concepts in institutional investing, fund management, and trading.

Audits

Alternative Funds

API (Application Programming Interface)

Alpha

AUM (Assets Under Management)

Allocator

Beta

Counterparty Risk

Compliance Framework

Custodian

Confluence (trading)

Commitment Period

Diversification

Drawdown

Discretionary Trading

Execution Venue

EP (Equity Protect)

Family Office

Factsheet

FIX Protocol

Fund of Funds (FoF)

Global Macro

GP / LP Structure

Hedge Funds

Hard Circle

Hard Stop

High-Water Mark

Hedge

investment memorandum

KYC / AML

Leverage

Liquidity Providers

Limit Stop

Limit Order

Liquidity

Market Sentiments

Market Order

Market Neutral

Mandate

Onboarding

Operational Due Diligence (ODD)

Portfolio

Portfolio Management

Private Equity

Prime Brokerage

Quantitative Strategy

Reporting

Risk Management

Reporting Pack

Strategy Provider

Soft Circle

Stress Testing

Soft Stop

Slippage

Sharpe Ratio

Systematic Trading

Segregated Accounts

Subscription & Redemption

Trading Strategy

Track Record Verification

Volatility

Value at Risk (VaR)

Get in touch

Let’s make your next move count.

Whether you’re exploring new strategies, seeking allocation opportunities, or just want to connect, share your details and our team will get back to you promptly.

Get in touch

Let’s make your next move count.

Whether you’re exploring new strategies, seeking allocation opportunities, or just want to connect, share your details and our team will get back to you promptly.