IMPORTANT ALERT:

Investor Economics site will be retired on October 30, 2025.  Visit our new site here for continued access to research services. For help with your subscription or other inquiries, contact us at: CAClientSuccess@issmarketintelligence.com

×

Search Result Filters

Year
Report Group

Search results for: mutual funds

Glossary

Fee-based programs

formal programs with an open or semi-open architecture shelf—within the limits of the registrant and as structured by the program…

Glossary

Fund wraps

programs that use investment funds as building blocks. Fund wraps include segregated funds of funds, mutual funds of funds, packaged…

Glossary

Fee-based pricing

refers to a retail investment pricing structure in which fees are charged as a percentage of the market value of…

Glossary

Linked notes

debt instruments, some of which guarantee the principal (principal-protected notes), while some do not (principal-at-risk notes). The return on these…