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  2. Custodian bank - Wikipedia

    en.wikipedia.org/wiki/Custodian_bank

    A custodian bank, or simply custodian, is a specialized financial institution responsible for providing securities services. It provides post-trade services and solutions for asset owners (e.g. sovereign wealth funds , central banks , insurance companies ), asset managers , banks and broker-dealers .

  3. Investment policy statement - Wikipedia

    en.wikipedia.org/wiki/Investment_policy_statement

    An investment policy is required under virtually all investor circumstances, with the exception of individual investors. According to the US Employee Retirement Income Security Act of 1974, as amended (ERISA), for every qualified company retirement plan (e.g., 401[k], profit sharing, pension, 403[b]) there are certain fiduciary responsibilities for managing the plan assets with the care, skill ...

  4. Data steward - Wikipedia

    en.wikipedia.org/wiki/Data_steward

    For example, at Delft University of Technology, data stewards are perceived as the first contact point for any questions related to research data. They also have subject-specific background allowing them to easily connect with researchers and to contextualise data management problems to take into account disciplinary practices.

  5. Custodial account - Wikipedia

    en.wikipedia.org/wiki/Custodial_Account

    Custodial accounts come in a number of forms, one being an account set up for a minor, since the minor is under the legal age of majority. The custodian is often the minor's parent. In the U.S., this type of account is often structured as a Coverdell ESA, allowing for tax-advantaged treatment of educational expenses.

  6. Unit trust - Wikipedia

    en.wikipedia.org/wiki/Unit_trust

    A unit trust is a form of collective investment constituted under a trust deed. A unit trust pools investors' money into a single fund, which is managed by a fund manager. Unit trusts offer access to a wide range of investments, and depending on the trust, it may invest in securities such as shares, bonds, gilts, [1] and also properties, mortgage and cash equivalents

  7. Fund accounting - Wikipedia

    en.wikipedia.org/wiki/Fund_accounting

    An example would be a special revenue fund to record state and federal fuel tax revenues, since by federal and state law the tax revenue can only be spent on transportation uses. Capital projects funds are used to account for the construction or acquisition of fixed assets, [27] such as buildings, equipment and roads. Depending on its use, a ...

  8. SWIFT message types - Wikipedia

    en.wikipedia.org/wiki/SWIFT_message_types

    [3] For example, an asset manager who executed a FX transaction with a broker would send a MT304 instruction to the custodian bank of the client. Example 2. MT103. The first digit (1) represents the category. The category denoted by 1 is customer payments and cheques. The second digit (0) represents a group of related parts in a transaction ...

  9. International Islamic Trade Finance Corporation - Wikipedia

    en.wikipedia.org/wiki/International_Islamic...

    The first formal proposal was made by the Custodian of the Two Holy Mosques during the 10th OIC Summit held in Putrajaya, Malaysia in 1424H (2003G) and supported the following year by the United Arab Emirates at an IDB Board of Governors Meeting in Iran. The ITFC was mandated to streamline and consolidate operations within the IDB that had been ...

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