Wealth Management Glossary

Confused about financial jargon? Use our jargon buster to get a plain explanation of industry terms.


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Passive investing
Passive investing is a strategy focused on achieving long-term appreciation of portfolio values with limited day-to-day management of the portfolio itself.

This is an online service offered by a financial intermediary that allows investments to be bought and sold online.

Portfolio Diversification
A risk management technique, in which an investor holds a wide variety of investments within a portfolio in order to produce higher returns and lower risk.