Portfolio Investments in the United States

Long-term Portfolio Investments in the International Business Landscape

Definition of Long-term Portfolio Investments in the context of U.S. international business and public trade policy: Portfolio investments with maturities of more than one year.

Portfolio Investments in the International Business Landscape

Definition of Portfolio Investments in the context of U.S. international business and public trade policy: Passive holdings of stock, bonds, or other financial assets that do not entail active management or control of the securities’ issuer by the investor.

Investing and Financial Terms and Words

• liquid net worth (investing)
• gross vs net (investing)
• net vs gross (investing)
• redeemable preference shares (investing)
• break even time (investing)
• 5 by 5 power in trust  (investing)
• abeyance  (investing)
• abstract of title  (investing)
• Academy Of Financial Divorce Practitioners  (investing)
• accept  (investing)
• Accounting and Auditing Organization for Islamic Financial Institutions (AAOIFI)  (investing)
• acknowledge  (investing)
• action to quiet title  (investing)
• adhesion contract  (investing)
• adjudication  (investing)
• adjusted gross estate  (investing)
• administrator  (investing)
• ADV form  (investing)
• adverse use  (investing)
• advertising substantiation  (investing)
• affidavit  (investing)
• affinity fraud  (investing)
• affirmative covenant  (investing)
• agency theory  (investing)
• agreement  (investing)
• Alaska Trust Act  (investing)
• alienate  (investing)
• alienation  (investing)
• alimony  (investing)
• allegation  (investing)
• allonge  (investing)
• alternate valuation date  (investing)
• amendment  (investing)
• antedate  (investing)
• anti-reciprocal rule  (investing)
• antique  (investing)
• antitrust laws  (investing)
• arbitration  (investing)
• arbitration panel  (investing)
• arbitrator  (investing)
• arm’s length price  (investing)
• arm’s length transaction  (investing)
• arrangement  (investing)
• Article 9  (investing)
• Articles of Association  (investing)
• Articles of Incorporation  (investing)
• as is  (investing)
• assign  (investing)
• assignability  (investing)
• assignee  (investing)
• assignment of rents  (investing)
• assignment to creditors  (investing)
• assignor  (investing)
• attachment  (investing)
• attest  (investing)
• attorney in fact  (investing)
• authentication  (investing)
• authorize  (investing)
• backdate  (investing)
• bankruptcy estate  (investing)
• basket clause  (investing)
• beneficiary  (investing)
• bequeath  (investing)
• bequest  (investing)
• bill of exchange  (investing)
• bill of sale  (investing)
• binder  (investing)
• blind trust  (investing)
• Blue Laws  (investing)
• Blue Sky Laws  (investing)
• Board Certified In Estate Planning (BCE)  (investing)
• boilerplate  (investing)
• bona fide  (investing)
• bond attorney  (investing)
• breach  (investing)
• breach of trust  (investing)
• break fee  (investing)
• brochure rule  (investing)
• business entity concept  (investing)
• business trust  (investing)
• by the book  (investing)
• bylaws  (investing)
• bypass trust  (investing)
• Canadian Deposit Insurance Corporation (CDIC)  (investing)
• Canadian Income Trust  (investing)
• Canadian Investor Protection Fund (CIPF)  (investing)
• Canadian Securities Administrators (CSA)  (investing)
• cash distribution per unit (CDPU)  (investing)
• causa mortis  (investing)
• caveat emptor  (investing)
• certain and continuous  (investing)
• certificate  (investing)
• certificate in investment performance management (CIPM)  (investing)
• certificate of good standing  (investing)
• certificate of title  (investing)
• certification  (investing)
• Certified Divorce Financial Analyst (CDFA)  (investing)
• Certified Financial Divorce Practitioner (CFDP)  (investing)
• Certified Financial Planner  (investing)
• Certified Forensic Financial Analyst (CFFA)  (investing)
• Certified Fraud Examiner (CFE)  (investing)
• ceteris paribus  (investing)
• Chapter 13  (investing)
• charitable lead trust  (investing)
• charitable remainder trust  (investing)
• charter  (investing)
• Chartered Financial Analyst  (investing)
• Chartered Financial Consultant  (investing)
• Chartered Investment Council  (investing)
• Chartered Trust and Estate Planner  (investing)
• ChFC  (investing)
• Chief Security Officer (CSO)  (investing)
• China Securities Regulatory Commission (CSRC)  (investing)
• Chinese Wall  (investing)
• CIC  (investing)
• class action suit  (investing)
• Clayton Act  (investing)
• clear title  (investing)
• closed union  (investing)
• codicil  (investing)
• coercive incentive  (investing)
• collectible  (investing)
• collusion  (investing)
• commercial frustration  (investing)
• commitment  (investing)
• community income  (investing)
• community property  (investing)
• complex trust  (investing)
• comply  (investing)
• compulsory  (investing)
• compulsory arbitration  (investing)
• con game  (investing)
• condemnation  (investing)
• condition  (investing)
• conditions of contract  (investing)
• confidence game  (investing)
• confidentiality agreement  (investing)
• confirmation  (investing)
• conformed copy  (investing)
• conservator  (investing)
• conservatorship  (investing)
• consideration  (investing)
• contingency  (investing)
• contingent annuity  (investing)
• contingent liability  (investing)
• contingent remainder  (investing)
• contract  (investing)
• contract for deed  (investing)
• contract sale  (investing)
• contractor  (investing)
• contractual liability  (investing)
• contractual lien  (investing)
• conveyance  (investing)
• copyright  (investing)
• corporate agent  (investing)
• Corporate And Criminal Fraud Accountability Act  (investing)
• corporate charter  (investing)
• corporate fiduciary  (investing)
• corporate resolution  (investing)
• Cost Accounting Standards Board (CASB)  (investing)
• counterclaim  (investing)
• counteroffer  (investing)
• covenant  (investing)
• credit agreement  (investing)
• crummey trust  (investing)
• custody  (investing)
• customary arrangement  (investing)
• damages  (investing)
• Day of the Jackal fraud  (investing)
• DBA  (investing)
• de facto  (investing)
• de jure corporation  (investing)
• de minimis tax rule  (investing)
• de-escalation clause  (investing)
• Debt Ceiling  (investing)
• decedent  (investing)
• decree  (investing)
• deed  (investing)
• defeasance  (investing)
• defendant  (investing)
• defer  (investing)
• deferred wage increase  (investing)
• delivery  (investing)
• Department of Commerce  (investing)
• Department of the Treasury  (investing)
• Depository Institutions Act of 1982  (investing)
• diamond investment trust  (investing)
• Dirks test  (investing)
• disciplinary layoff  (investing)
• disclaimer  (investing)
• disclaimer of opinion  (investing)
• disclaimer trust  (investing)
• disclosure  (investing)
• disclosure requirements  (investing)
• discretion  (investing)
• discretionary  (investing)
• discretionary beneficiary  (investing)
• discretionary trust  (investing)
• disposition  (investing)
• distributable net income (DNI)  (investing)
• Division of Corporate Finance  (investing)
• documentation  (investing)
• doing business as  (investing)
• donee  (investing)
• donor  (investing)
• drag-along right  (investing)
• due process  (investing)
• Durable Power of Attorney  (investing)
• easement  (investing)
• effective date  (investing)
• Electronic Funds Transfer Act  (investing)
• embezzle  (investing)
• Emergency Banking Act Of 1933  (investing)
• Eminent Domain  (investing)
• encumbered  (investing)
• endorsement  (investing)
• endowment  (investing)
• energy trust  (investing)
• enrolled actuary  (investing)
• enrolled agent  (investing)
• entitlements  (investing)
• entity  (investing)
• equitable owner  (investing)
• escheatment  (investing)
• escrow  (investing)
• escrow account  (investing)
• escrow shares  (investing)
• estate planning  (investing)
• European Covered Bond Council (ECBC)  (investing)
• exclusive  (investing)
• exclusive agency agreement  (investing)
• execution  (investing)
• executor  (investing)
• executrix  (investing)
• exempt transaction  (investing)
• exemption trust  (investing)
• Exon-Florio provision  (investing)
• express agreement  (investing)
• fail-safe  (investing)
• Fair Credit Billing Act  (investing)
• fair price provision  (investing)
• Fair Trade Act  (investing)
• FCC  (investing)
• Federal  (investing)
• Federal Communications Commission  (investing)
• Federal Financial Institutions Examination Council (FFIEC)  (investing)
• Federal Housing Finance Agency (FHFA)  (investing)
• Federal Reserve Act of 1913  (investing)
• Federal Thrift Regulator  (investing)
• Federal Trade Commission Act Of 1914  (investing)
• fiduciary  (investing)
• fiduciary abuse  (investing)
• fiduciary certification  (investing)
• fiduciary duty  (investing)
• fiduciary fraud  (investing)
• fiduciary negligence  (investing)
• fiduciary risk  (investing)
• filing  (investing)
• Financial And Operational Combined Uniform Single Report (FOCUS REPORT)  (investing)
• financial asset securitization investment trust (FASIT)  (investing)
• Financial Crimes Enforcement Network (FinCEN)  (investing)
• financial distress costs  (investing)
• Financial Institutions Reform, Recovery, And Enforcement Act Of 1989 (FIRREA)  (investing)
• Financial Institutions Regulatory Act  (investing)
• Financial Stability Oversight Council  (investing)
• FIRREA  (investing)
• fixed income clearing corporation (FICC)  (investing)
• fixed price contract  (investing)
• for the benefit of  (investing)
• Foreign Bank Supervision Enhancement Act (FBSEA)  (investing)
• Foreign Corrupt Practices Act (FCPA)  (investing)
• foreign invested enterprise (FIE)  (investing)
• forex deal  (investing)
• forfeiture  (investing)
• forgery  (investing)
• Form S-3  (investing)
• foundation  (investing)
• fraud  (investing)
• garnishing  (investing)
• generation-skipping trust  (investing)
• Gold Reserve Act Of 1934  (investing)
• good faith  (investing)
• Gramm-Leach-Bliley Act of 1999 (GLBA)  (investing)
• grandfather clause  (investing)
• grandfathered activities  (investing)
• grant deed  (investing)
• grantor  (investing)
• grantor retained annuity trust (GRAT)  (investing)
• grantor retained income trust (GRIT)  (investing)
• grantor trust rules  (investing)
• gross estate  (investing)
• guarantee  (investing)
• guarantor  (investing)
• guardian  (investing)
• guilt-edged investment  (investing)
• Hawley-Smoot Tariff Act  (investing)
• Health Insurance Portability and Accountability Act  (investing)
• hedge clause  (investing)
• heir  (investing)
• Herfindahl-Hirschman index (HHI)  (investing)
• holdback  (investing)
• holder  (investing)
• holder in due course  (investing)
• Home Ownership and Equity Protection Act (HOEPA)  (investing)
• host contract  (investing)
• hush money  (investing)
• identity score  (investing)
• identity theft  (investing)
• immediate beneficiary  (investing)
• immunity  (investing)
• implied contract  (investing)
• implied warranty  (investing)
• imprimatur  (investing)
• in intestacy  (investing)
• inalienable  (investing)
• inc.  (investing)
• incapacity  (investing)
• incident of ownership  (investing)
• income beneficiary  (investing)
• incorporated  (investing)
• incorporation  (investing)
• independent executor  (investing)
• indirect claim  (investing)
• infringement  (investing)
• inheritance  (investing)
• inheritance tax return  (investing)
• initial filing  (investing)
• injunction  (investing)
• Insider Trading and Securities Fraud Enforcement Act of 1988  (investing)
• Institute for Divorce Financial Analysts (IDFA)  (investing)
• instrument  (investing)
• intellectual property  (investing)
• inter vivos  (investing)
• inter vivos trust  (investing)
• interest in possession trust  (investing)
• Internal Revenue Bulletin (IRB)  (investing)
• Internal Revenue Service Restructuring and Reform Act of 1998  (investing)
• International Accounting Standards Board (IASB)  (investing)
• International Banking Act of 1978  (investing)
• International Capital Market Association (ICMA)  (investing)
• international harmonization  (investing)
• International Organization of Securities Commissions (IOSCO)  (investing)
• International Security Market Association (ISMA)  (investing)
• international standards organization (IOS)  (investing)
• intestate  (investing)
• Investment Advisers Act  (investing)
• Investment Advisors Act of 1940 (investing)
• (investing)
• investment agreement  (investing)
• Investor Protection Act  (investing)
• involuntary conversion  (investing)
• involuntary trust  (investing)
• IP-backed  (investing)
• ironclad  (investing)
• irrevocable  (investing)
• irrevocable income-only trust (IIOT)  (investing)
• irrevocable trust  (investing)
• joint  (investing)
• joint life with last survivor annuity  (investing)
• joint tenancy with right of survivorship  (investing)
• joint venture  (investing)
• joint will  (investing)
• judgment  (investing)
• jurisdiction  (investing)
• late day trading  (investing)
• launder  (investing)
• lead regulator  (investing)
• legacy  (investing)
• legal  (investing)
• legal age  (investing)
• legal entity  (investing)
• legal monopoly  (investing)
• legal risk  (investing)
• legal transfer  (investing)
• legatee  (investing)
• legislative risk  (investing)
• letter of last instructions  (investing)
• letters patent  (investing)
• letters testamentary  (investing)
• liable  (investing)
• libel  (investing)
• license  (investing)
• licensing  (investing)
• Lilly Ledbetter Fair Pay Act  (investing)
• Limited Liability Partnership  (investing)
• limited purpose trust company  (investing)
• liquidated damages  (investing)
• litigate  (investing)
• living trust  (investing)
• living will  (investing)
• LLP  (investing)
• loophole  (investing)
• ltd  (investing)
• Machiavellian  (investing)
• Major Fraud Act of 1989  (investing)
• making delivery  (investing)
• malpractice  (investing)
• mandate  (investing)
• marital-deduction trust  (investing)
• Market Technicians Association (MTA)  (investing)
• McCarran-Ferguson Act of 1945  (investing)
• McFadden Act  (investing)
• mediation  (investing)
• medical support withholding  (investing)
• Mello-Roos  (investing)
• mini-Madoff  (investing)
• minor child  (investing)
• misselling  (investing)
• Monetary Control Act  (investing)
• money laundering  (investing)
• moral suasion  (investing)
• moratorium  (investing)
• mortgage lien  (investing)
• municipal  (investing)
• mutual will  (investing)
• NAFTA  (investing)
• named beneficiary  (investing)
• named fiduciary  (investing)
• NASD Dispute Resolution, Inc.  (investing)
• National Association of Certified Valuation Analysts (NACVA)  (investing)
• National Association of Estate Planners and Councils (NAEPC)  (investing)
• National Bank Surveillance System  (investing)
• National Securities Markets Improvement Act Of 1996 (NSMIA)  (investing)
• negligence  (investing)
• net estate  (investing)
• New Mexico State Investment Office Trust  (investing)
• No-Action Letter  (investing)
• non-arm’s length transaction  (investing)
• non-compete agreement  (investing)
• non-disclosure agreement  (investing)
• nondiscretionary trust  (investing)
• nonjudicial foreclosure  (investing)
• North American Free Trade Agreement  (investing)
• North American Securities Administrators Association (NASAA)  (investing)
• notarize  (investing)
• Notary Public  (investing)
• notice  (investing)
• notice to creditors  (investing)
• null and void  (investing)
• NYSE Regulation  (investing)
• Office of Compliance Inspections and Examinations (OCIE)  (investing)
• Office of the Comptroller of the Currency  (investing)
• officer  (investing)
• official  (investing)
• official statement  (investing)
• OIS  (investing)
• Old-Age and Survivors Insurance Trust Fund  (investing)
• Ontario Securities Commission (OSC)  (investing)
• opinion of title  (investing)
• opt out vote  (investing)
• option agreement  (investing)
• ordinance  (investing)
• party  (investing)
• party in interest  (investing)
• patent  (investing)
• patent pending  (investing)
• pay on death  (investing)
• penalty  (investing)
• Penny Stock Reform Act of 1990  (investing)
• per stirpes  (investing)
• permit  (investing)
• plaintiff  (investing)
• pledging requirement  (investing)
• Ponzi scheme  (investing)
• pour-over will  (investing)
• power of appointment  (investing)
• Power of Attorney  (investing)
• price support  (investing)
• primary regulator  (investing)
• principal-agent relationship  (investing)
• principle  (investing)
• private limited company  (investing)
• Private Securities Litigation Reform Act of 1995  (investing)
• probate  (investing)
• probate sale  (investing)
• proof  (investing)
• property  (investing)
• proposal  (investing)
• provision  (investing)
• proxy directive  (investing)
• proxy materials  (investing)
• Prudent Investor Act  (investing)
• Prudent Man Rule  (investing)
• PSLRA  (investing)
• Public Company Accounting Oversight Board  (investing)
• public limited company (PLC)  (investing)
• punitive damages  (investing)
• quasi-public corporation  (investing)
• quiet title  (investing)
• quorum  (investing)
• ratify  (investing)
• registered  (investing)
• registered principal  (investing)
• registration approval  (investing)
• registration right  (investing)
• regulation  (investing)
• Regulation S  (investing)
• regulatory accounting principles (RAP)  (investing)
• regulatory agency  (investing)
• regulatory requirements  (investing)
• regulatory risk  (investing)
• related party  (investing)
• related party transaction  (investing)
• remainder  (investing)
• remainder interest  (investing)
• remainder man  (investing)
• repatriable  (investing)
• repayment terms  (investing)
• replacement risk  (investing)
• replevin  (investing)
• representative  (investing)
• rescind  (investing)
• rescission  (investing)
• residuary trust  (investing)
• resolution  (investing)
• RESPA  (investing)
• restitution  (investing)
• restraint of trade  (investing)
• restrictive covenant  (investing)
• Revenue Reconciliation Act of 1993  (investing)
• revisionary trust  (investing)
• revocable trust  (investing)
• revocation  (investing)
• revoke  (investing)
• rider  (investing)
• right of first offer  (investing)
• right of first refusal  (investing)
• right of rescission  (investing)
• Right to Know  (investing)
• royalty trust  (investing)
• rule 147  (investing)
• rule 2790  (investing)
• rule 72(t)  (investing)
• running with the land  (investing)
• Safety And Soundness Exam  (investing)
• scalper  (investing)
• scrip  (investing)
• Section 31 fee  (investing)
• Securities and Exchange Board of India (SEBI)  (investing)
• Securities and Exchange Commission rules  (investing)
• securities attorneys  (investing)
• Securities Enforcement Remedies and Penny Stock Reform Act of 1990  (investing)
• Securities Exchange of Thailand  (investing)
• Securities Industry Automation Corporation (SIAC)  (investing)
• Securities Industry Committee on Arbitration (SICA)  (investing)
• Securities Information Center (SIC)  (investing)
• Securities Investor Protection Act of 1970  (investing)
• Securities Law Enforcement Remedies Act of 1990  (investing)
• security deposit  (investing)
• self-dealing  (investing)
• series 22  (investing)
• series 24  (investing)
• Series 30  (investing)
• Series 39  (investing)
• series 65  (investing)
• series 66  (investing)
• Series 7 license  (investing)
• settle  (investing)
• settlor  (investing)
• severability  (investing)
• severalty  (investing)
• Shareholder Communications Improvement Act  (investing)
• short-short test  (investing)
• slander  (investing)
• specified investment flow-through trust (SIFT)  (investing)
• speculative position limits  (investing)
• spousal remainder trust  (investing)
• sprinkling trust  (investing)
• state administrator  (investing)
• Statement of Financial Accounting Standards  (investing)
• statute  (investing)
• Statute of Limitations  (investing)
• statutory  (investing)
• statutory investment  (investing)
• stipulate  (investing)
• Stock Appreciation Rights  (investing)
• stock power  (investing)
• stockholder derivative suit  (investing)
• structured settlement  (investing)
• subpoena  (investing)
• subscription agreement  (investing)
• succession  (investing)
• successor trustee  (investing)
• sue  (investing)
• sunshine laws  (investing)
• supplemental agreement  (investing)
• tacit  (investing)
• Taft-Hartley Act of 1947  (investing)
• taping rule  (investing)
• Tax Court  (investing)
• Tax Equity and Fiscal Responsibility Act of 1982  (investing)
• Tax Reform Act of 1976  (investing)
• Tax Reform Act of 1984  (investing)
• taxpayer bill of rights (TABOR)  (investing)
• Technical and Miscellaneous Revenue Act of 1998 (TAMRA)  (investing)
• tenancy by the entirety  (investing)
• tenancy in common  (investing)
• terminal year  (investing)
• terminate  (investing)
• terms  (investing)
• testament  (investing)
• testamentary trust  (investing)
• testate  (investing)
• testator  (investing)
• testimony  (investing)
• third party  (investing)
• threshold list  (investing)
• Thrift Administration Review Program  (investing)
• Thrift Financial Report  (investing)
• tighten  (investing)
• title  (investing)
• tort  (investing)
• totten trust  (investing)
• trade through rule  (investing)
• transfer on death (TOD)  (investing)
• triggering term  (investing)
• trust  (investing)
• trust agreement  (investing)
• trust company  (investing)
• trust fund  (investing)
• trustee  (investing)
• trustee in bankruptcy  (investing)
• trustor  (investing)
• UGMA  (investing)
• ultra vires activities  (investing)
• unauthorized investment  (investing)
• unclaimed property  (investing)
• unconditional  (investing)
• Uniform Gift to Minors Act  (investing)
• uniform practice code  (investing)
• Uniform Prudent Investor Act (UPIA)  (investing)
• Uniform Securities Agent State Law Examination  (investing)
• uniform submission agreement  (investing)
• Uniform Transfer to Minors Act  (investing)
• Uniform Transfers to Minors Act (UTMA)  (investing)
• unincorporated business  (investing)
• Unitized Endowment Pool (UEP)  (investing)
• unsuitability  (investing)
• usury laws  (investing)
• valid  (investing)
• variable interest entity  (investing)
• verbatim  (investing)
• Victim Impact Statement  (investing)
• void  (investing)
• void contract  (investing)
• voidable  (investing)
• voluntary liquidation  (investing)
• waiver  (investing)
• wall  (investing)
• Wall Street Reform and Consumer Protection Act  (investing)
• Wells notice  (investing)
• whitewash resolution  (investing)
• widow’s allowance  (investing)
• will  (investing)
• windfall  (investing)
• writ of execution (investing)

Resources

See Also

Further Reading

• John Downes and Jordan Elliot Goodman, “Dictionary of finance and investment terms” (Hauppauge, New York, Barron’s, 2014)
• Jerry Martin Rosenberg, “Dictionary of investing” (New York, Wiley)
• Campbell R. Harvey’s Hypertextual Finance Glossary