主動(dòng)式管理 Active Management
Calmar 比率 Calmar Ratio
Sharpe比率 Sharpe Ratio
Sortino比率 Sortino Ratio
入息基金 Income Fund
子基金 Baby Funds/Underlying Funds
已調(diào)整風(fēng)險(xiǎn)回報(bào) Risk-adjusted Return
互惠基金 Mutual Fund
公積金計(jì)劃 Pension Plan
分散投資 Diversification
主要經(jīng)紀(jì) Prime Broker
可換股債券套戥 Convertible Bond Arbitrage
另類投資 Alternative Investment
市場(chǎng)中立 Market Neutral
平均成本效益 Dollor-cost Averaging
再投資 Reinvestment
合并套戥 Merger Arbitrage
地區(qū)基金 Regional Fund
如計(jì)劃為傘子基金 Umbrella Fund
有限責(zé)任 Limited Liability
自愿性供款 Voluntary Contributions
行業(yè)/主題基金 Sector/Theme Fund
價(jià)值型管理 value
均衡基金 Balanced Funds
投資年期 Time Horizon
投資組合 Portfolio
投資顧問(wèn) Investment Adviser
杠桿 Leverage/Gearing
杠桿借貸比率 Leverage Ratio
每日估值 Daily Valuation
每年回報(bào) Annual Return
供款 Contribution
受壓 / 瀕臨破產(chǎn)的證券 Distressed Securities
定息工具套戥 Fixed Income Arbitrage
定息基金 Fixed-income Fund
承受風(fēng)險(xiǎn)能力 Risk Tolerance
注冊(cè)地 Domicile
沽空 Short Selling
波幅 Volatility
股份 Share
股息分派 Dividened Distributions
股票基金 Equity Fund
表現(xiàn)費(fèi) Performance Fees
阿爾法系數(shù) Alpha
非認(rèn)可基金 Unauthorised Fund
信托人 Trustee
保本對(duì)沖基金 Capital Guaranteed Hedge Funds
封閉式基金 Closed-end Fund
界定利益計(jì)劃 Defined Benefit Plan
界定供款計(jì)劃 Defined Contribution Plan
相關(guān)系數(shù) Correlation
重大事件主導(dǎo)的投資 Event Driven/Special Situations
首次認(rèn)購(gòu)費(fèi) Front-end Fee
套戥 Arbitrage
效率前緣 Efficient Frontier
高收益 High Yield
基金公會(huì) HKIFA
基金經(jīng)理 Fund Manager
基金銷售文件 Prospectus
基準(zhǔn) Benchmarks
被動(dòng)式管理 Passive Management
離岸基金 Offshore Fund
跌幅 Maximum Drawdown
揣測(cè)時(shí)機(jī) Market Timing
期貨管理型基金 Managed Futures
短倉(cāng) /淡倉(cāng) Short Position
跌勢(shì)差 Downside Deviation
雇主供款 Employer Contribution
雇員供款 Employee Contribution
新高價(jià) High-On-High Basis
新興市場(chǎng) Emerging Markets
新興市場(chǎng)基金 Emerging Markets Fund
管理費(fèi) ManagemantFee
增長(zhǎng)和收入基金 Growthand Income Fund
嚴(yán)格評(píng)估 Due Diligence
買入價(jià) Bid Price
買賣差價(jià) Bid-offer Spread
傳統(tǒng)基金 Traditional Fund
債券基金 Bond Fund
單一對(duì)沖基金 Single Strategy Hedge Fund
單位 Unit
單位信托基金 Unit Trust
賣出價(jià) Offer Price
獎(jiǎng)勵(lì)費(fèi) Incentive Fees
對(duì)沖 Hedge
對(duì)沖基金 Hedge Fund
對(duì)沖基金的基金 Fund Of Hedge Funds (FoHFs)
對(duì)沖基金指引 Hedge Funds Guidelines
開(kāi)放式基金 Open-end Fund
強(qiáng)制性供款 Mandatory Contributions
強(qiáng)積金 Mandatory Provident Fund Scheme-MPF
總回報(bào) Total Return
標(biāo)準(zhǔn)差 Standard Deviation
畢蘇期權(quán)定價(jià)模式 Black-Scholes
環(huán)球宏觀 Macro Funds
環(huán)球基金 Global Fund
絕對(duì)回報(bào) Absolute Return
認(rèn)可基金 Authorised Funds
認(rèn)沽期權(quán) Put Option/Put
認(rèn)股權(quán)證基金 Warrant Fund
認(rèn)購(gòu)期權(quán) Call Option/Call
證券借出 Stock Lending
貝他系數(shù) Beta
資產(chǎn)分配 Asset Allocation
資產(chǎn)凈值 NetAsset value-NAV
贖回 Redemption
贖回通知期 Redemption Notice Period
贖回費(fèi) Redemption Fee
贖回費(fèi) / 買入費(fèi) Redemption Price / Bid Price
進(jìn)取型的投資管理 Aggressive Growth
進(jìn)取型增長(zhǎng)基金 Aggressive Growth Fund
長(zhǎng) / 短倉(cāng)持股 Long/Short Equity
長(zhǎng)倉(cāng) / 好倉(cāng) / 持貨 Long Position
預(yù)設(shè)回報(bào)率 Hurdle Rate
CAC-40 Index 法國(guó)巴黎CAC-40指數(shù)
Dow Jones industrial average（DJIA）道瓊斯工業(yè)指數(shù)
Frankfurt DAX Index 德國(guó)法蘭克福DAX指數(shù)
London's FTSE 100 英國(guó)倫敦金融時(shí)報(bào)指數(shù)
NASDAQ，National Association of Securities Deal Automated Quotations 那斯達(dá)克英
Nikkei Index 日經(jīng)指數(shù)
NYSE，New York Stock Exchange 紐約證券交易所
Paris Bourse 巴黎證券交易所
the Russell 2000 拉塞爾2000指數(shù)
the Standard and Poor's 500 標(biāo)準(zhǔn)普爾500指數(shù)英
a bear market熊市
a bull market牛市
bench mark指標(biāo)
blue chip績(jī)優(yōu)股
bonus share 紅股英
component index成份指數(shù)
convertible bond可轉(zhuǎn)換債券
core / non-core assets 核心/非核心資產(chǎn)
corporate bond 企業(yè)債券
debt-for-equity swap 債權(quán)轉(zhuǎn)股權(quán)英
deceptive accounting 虛假帳務(wù)
earning report 業(yè)績(jī)報(bào)表
financial irregularities /improprieties 金融違規(guī)行為
financial reorganization 金融重組
financial statement 財(cái)務(wù)報(bào)表英
fund custodian bank 基金托管銀行
fund manager 基金經(jīng)理/管理公司
high-tech sector高科技板塊
income statement 損益表
industrial stock工業(yè)股票 英
inflate profits 虛報(bào)盈利
listed company / delisted company 上市公司/被摘牌的公司
record high （股票指數(shù)）創(chuàng)歷史新高
red chips紅籌股
return on equity股本回報(bào)率 英
share, equity, stock 股票、股權(quán)
bond, debenture, debts 債券
negotiable share 可流通股份
convertible bond 可轉(zhuǎn)換債券
treasury /government bond 國(guó)庫(kù)券/政府債券英
corporate bond 企業(yè)債券
closed-end securities investment fund 封閉式證券投資基金
open-end securities investment fund 開(kāi)放式證券投資基金
fund manager 基金經(jīng)理/管理公司
fund custodian bank 基金托管銀行英
market capitalization 市值
p/e (price/earning) ratio 市盈率
mark-to-market 逐日盯市
payment versus delivery 銀券交付
clearing and settlement 清算/結(jié)算英
commodity/financial derivatives 商品/金融衍生產(chǎn)品
put / call option 看跌/看漲期權(quán)
margins, collateral 保證金
rights issue/offering 配股
bonus share 紅股英
dividend 紅利/股息
ADR(American Depository Receipt)美國(guó)存托憑證/存股證
GDR(Global Depository Receipt) 全球存托憑證/存股證
retail / private investor 個(gè)人投資者/散戶
institutional investor 機(jī)構(gòu)投資者英
broker/dealer 券商
proprietary trading 自營(yíng)
insider trading/dealing 內(nèi)幕交易
market manipulation 市場(chǎng)操縱
prospectus招股說(shuō)明書(shū)英
IPO(Initial Public Offering)新股/初始公開(kāi)發(fā)行
merger and acquisition收購(gòu)兼并
the big board 大盤(pán)
the ups and downs of the stock market股市行情
treasury/government bond 國(guó)庫(kù)券/政府債券英
Wall Street華爾街
windfall profit暴利英