Bảng thuật ngữ
The vocabulary of substantial wealth — 8 thuật ngữ, mỗi thuật ngữ có trang riêng: ý nghĩa, tầm quan trọng và những điểm cần lưu ý.
Tất cả
Ngân hàng & Bảo hiểmGia đình & Quản trịTừ thiệnThị trường tư nhânThị trường đại chúngThuếTrust & Di Sản
IRR
Internal Rate of Return
The annualized discount rate that makes a series of cash inflows and outflows break…
CEF
Closed-End Fund
A closed-end fund (CEF) is a pooled investment vehicle that raises a fixed amount…
PPLI
Private Placement Life Insurance
Private Placement Life Insurance (PPLI) is a variable life insurance contract…
QP
Qualified Purchaser
A higher securities-law eligibility tier, defined by a specified level of…
NIIT
Net Investment Income Tax
A federal surtax applied to net investment income—such as interest, dividends, and…
RVPI
Residual Value to Paid-In
A private-fund metric expressing the ratio of the net asset value of unrealized…
C1
D1
E1
M2
Minimum Distribution (Foundations)
The legal obligation requiring private foundations to distribute a minimum percentage of their assets annually for charitable purposes, as defined by…
Từ thiện
Mission-Related Investment MRI
A mission-related investment is a market-rate or near-market-rate investment made from a foundation's endowment that is intentionally aligned with…
Từ thiện
P2
Private Foundation
A tax-exempt charitable organization established and controlled by a family or individual, funded by private contributions, and required by law to…
Từ thiện
Program-Related Investment PRI
A program-related investment is a foundation's concessionary loan, equity stake, or guarantee made primarily to advance charitable purposes rather…
Từ thiện
S1