Corporations
Stocks
Bonds
Investment
100

Not a person, but a legal person.

What's a Corporation?

100

They own the company, but don't really OWN it!

What are Shareholders?

100

Money given to another party in exchange for future repayment plus interest and other charges.

What's a Loan?

100

A pool of money allocated for investment in a portfolio of various investments.

What's a Fund?

200

Its stock is traded on the stock exchange.

What's a Publicly-Traded Company?

200

Sold by corporations to raise funds.

What are shares?

200

The amount of a loan or bond, the sum put into an investment, or a private company's owner, or the headmaster.

What's a Principal?

200

An investment fund typically funded by donations to a specific cause or foundation.

What's an Endowment?

300

A parent company owns over 50% of its stock.

What's a Subsidiary Company?

300

A regulated public institution for buying, selling, and issuance of shares of publicly-held companies.

What's a Stock Exchange?

300

An investment in which an investor loans money to a company (or a governmental entity) for a defined period of time at a fixed interest rate.

What's a Bond?

300

A person that acts on behalf of another to manage their assets in their best interests.

What's a Fiduciary?

400

Appoint and oversee the management of a corporation.

What's the Board of Directors?

400

The distribution of a portion of the company's earnings to its shareholders.

What's a Dividend?

400

This is when the principal is due to be paid back.

What's a Maturity Date?

400

A professionally-managed investment fund, collected from many investors for the purpose of investing in securities.

What's a Mutual Fund?

500

A public relations stunt, mostly.

What's Corporate Social Responsibility (CSR)?

500

The process of offering shares of a private corporation to the public in a new stock issuance.

What's an IPO?

500

A form of credit issued by a financial institution that provides the borrower with the flexibility to withdraw funds, repay, and withdraw again.

What's a Revolving Loan or Line of Credit?

500

An investment strategy which explicitly seeks to consider both financial return and the social good.

What's SRI?