Listed Stocks & Bonds
Investment Grade
A rating that indicates a relatively low risk of default, applied to bonds and other fixed-income securities.
What is Investment Grade in the context of Family Offices
Investment Grade refers to a rating that signifies a relatively low risk of default for bonds and other fixed-income securities. For family offices, investing in investment-grade securities is a strategy to preserve wealth and ensure stable returns, aligning with their long-term financial goals and risk management practices.
Related Terms
Fixed Income Securities
Investments that provide a return in the form of fixed periodic payments and eventual return of principal at maturity.
ViewInvestment Committee
A group responsible for making key investment decisions and overseeing the management of the investment portfolio.
ViewInvestment Policy Statement (IPS)
A document outlining an investor’s objectives, risk tolerance, and guidelines for managing an investment portfolio.
ViewInvestment Strategy
A plan that outlines how the family office will invest its assets.
ViewLiquidity
The ability to buy or sell an asset quickly and easily at a price close to its fair market value.
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