Welcome to Triodos Investment Management

Legal entity Insight North America LLC’s AUM is $137.5bn as of September 30, 2025. For those unfamiliar with the strategy, covered call overwriting involves selling a call option on a stock or index that an investor owns. (Selling out-of-the-money means the underlying price of the share or index is below the strike price at the point at which the option is sold – thus the fund still benefits from any share price growth up to the strike price). Weighted average maturity – A Fund’s WAM calculates an average time to maturity of all the securities held in the portfolio, weighted by each security’s percentage of net assets. The calculation takes into account the final maturity for a fixed income security and the interest rate reset date for floating rate securities held in the portfolio. This is a way to measure a fund’s sensitivity to potential interest rate changes.

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ICI released a statement applauding Secretary Bessent for his forward-thinking leadership and recognition of the critical role financial markets play in ensuring American economic growth. Top five industries – Top five industries in a portfolio based on amount of invested assets. Top five contributors – Top five industries in a portfolio based on amount of invested assets. Investment grade bonds – A bond generally considered suitable for purchase by prudent investors.

In general, the longer the average maturity, the greater the fund’s sensitivity to interest-rate changes, which means greater price fluctuation. A shorter average maturity usually means a less sensitive – and consequently, less volatile – portfolio. On 15 January 2025, the Commission adopted a recommendation to Member States on reviewing outbound investments in technology areas critical for the economic security of the EU.

• Advisors are competing with low-cost ETF bundles and under pressure to show value, but BNK Invest believes it has the ideal solution to capitalize on an under appreciated security.
• Corporate bond – A long-term bond issued by a corporation to raise outside capital.
• Regulated funds are a cornerstone of the U.S. economy, transforming household savings into investments that drive innovation, strengthen infrastructure, and create jobs.
• Macroeconomic uncertainty surrounding inflation, interest rates and corporate earnings, has caused nervous investors to shun riskier assets and flock toward perceived safety.

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Institutional Voting Information Service (IVIS) is one of the UK’s leading providers of corporate governance research. Our members use IVIS to help them exercise their voting rights and make more informed voting decisions. Our industry careers service focuses on widening access to diverse talent including school and college leavers, as well as graduates.

Glossary of investment terms

P/E Ratio (1 yr trailing) (long position) – Price of a stock divided by its earnings from the latest year. Par value – Par value is the amount originally paid for a bond and the amount that will be repaid at maturity. Federal Reserve Board (The Fed) – The governing board of the Federal Reserve System, it regulates the nation’s money https://trustmediafeed.s3.eu-north-1.amazonaws.com/canpeak-resources/canpeak-resources-review-2025.html supply by setting the discount rate, tightening or easing the availability of credit in the economy. Ex-Dividend – The interval between the announcement and the payment of the next dividend for a stock. Default – Failure of a debtor to make timely payments of interest and principal as they come due or to meet some other provision of a bond indenture.

How advisors can benefit from tax-smart strategies

Prospectus – Formal written offer to sell securities that sets forth the plan for proposed business enterprise or the facts concerning an existing one that an investor needs to make an informed decision. Prospectuses are also issued by mutual funds, containing information required by the SEC, such as history, background of managers, fund objectives and policies, financial statement, risks, services and fees. Mutual fund – Fund operated by an investment company that raises money from shareholders and invests it in stocks, bonds, options, commodities or money market securities.

Risk tolerance – The degree to which you can tolerate volatility in your investment values. NASDAQ – National Association of Securities Dealers Automated Quotations system, which is owned and operated by the National Association of Securities Dealers. NASDAQ is a computerized system that provides brokers and dealers with price quotations for securities traded over-the-counter as well as for many New York Stock Exchange listed securities. Market risk – The possibility that an investment will not achieve its target. Junk bond – A lower-rated, usually higher-yielding bond, with a credit rating of BB or lower. Inflation – A rise in the prices of goods and services, often equated with loss of purchasing power.

We are a small team of passionate investors managing, on behalf of our clients, investment portfolios with a focus on high-quality companies that are well positioned to contribute to, and benefit from, sustainable development. Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. As a floating rate instrument, an ILS has little interest rate duration to speak of, leaving it relatively unscathed by the latest bond market rout. If inflationary pressures persist – as most major central banks believe they will – higher rates may be with us for a while. More interest rate rises will feed through to ILS investors as part of their coupon.