Duration

In fixed interest investments this is a measure of the portfolio’s sensitivity to interest rate changes. It takes into account the maturity date of a debt plus its coupon payments. As an indicator of risk, duration is useful for two reasons. First it provides a means of assessing the degree of mismatch between the assets […]

Due Diligence

Detailed research of a business, its management team and other factors to ensure the accuracy, soundness and completeness of its operations. A critical step in the investment selection process.

Draw downs

Payments to private equity managers by investors in order to finance investments. Funds are drawn down from investors on a deal-by-deal basis.

 Dividend

The distribution of part of the earnings of a company to its shareholders.