Journey
Investment
Products Investment
Investment products and securities
Related Journeys
Related Terms
Fund
Investment Fund - An entity that raises capital to invest in securities.
Bond
Bond - A debt instrument issued by a government or company to raise capital.
Securities
Securities - Stocks, bonds, and other financial instruments.
Portfolio
Investment Portfolio - The aggregate of a customer's investment assets.
NAV
Net Asset Value (NAV) - The value of each unit of an investment fund.
UX Focus Areas
- • Risk disclosure
- • Performance visualization
- • Buy/sell flow
- • Portfolio overview