**Beta equation (Mutual Funds)** — The beta of a fund is determined as follows: (( n) (sum of (xy)) ) ((sum of x) (sum of y)) (( n) (sum of (xx)) ) ((sum of x) (sum of x)) where: n = numder of observations (36 months) x = rate of return for the S&P 500 Index y = rate of return for … Financial and business terms

**Mutual fund separation theorem** — In portfolio theory, a mutual fund separation theorem, mutual fund theorem, or separation theorem is a theorem stating that, under certain conditions, any investor s optimal portfolio can be constructed by holding each of certain mutual funds in… … Wikipedia

**Alternative beta** — refers to alternative systematic risks in the context of Harry Markowitz’ modern portfolio theory. Systematic risks are risks that cannot be diversified away and are compensated through risk premia (the expected rate of return above the risk free … Wikipedia

**Collective investment scheme** — The values and performance of collective funds are listed in newspapers A collective investment scheme is a way of investing money alongside other investors in order to benefit from the inherent advantages of working as part of a group. These… … Wikipedia

**Modern portfolio theory** — Portfolio analysis redirects here. For theorems about the mean variance efficient frontier, see Mutual fund separation theorem. For non mean variance portfolio analysis, see Marginal conditional stochastic dominance. Modern portfolio theory (MPT) … Wikipedia

**130-30 fund** — A 130 30 fund or a ratio up to 150/50 is a type of collective investment vehicle, often a type of specialty mutual fund, but which allows the fund manager simultaneously to hold both long and short positions on different equities in the fund. [… … Wikipedia

**Business valuation** — is a process and a set of procedures used to estimate the economic value of an owner’s interest in a business. Valuation is used by financial market participants to determine the price they are willing to pay or receive to consummate a sale of a… … Wikipedia

**Exchange-traded fund** — An exchange traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks.[1] An ETF holds assets such as stocks, commodities, or bonds, and trades close to its net asset value over the course of the trading day. Most ETFs… … Wikipedia

**Efficient-market hypothesis** — Financial markets Public market Exchange Securities Bond market Fixed income Corporate bond Government bond Municipal bond … Wikipedia

**Direxion** — Type Trust Founded New York, NY Headquarters Newton, MA, U.S. Key people Daniel O’Neill, President and Chief Investme … Wikipedia