| Name: | InvestmentStrategyTypeDimension |
|---|---|
| Label: | Investment Strategy Type Dimension |
| TREF ID: | DM657 |
| Type: | Predefined |
| Description: |
This dimension categorises information based on the applicable investment strategy type. |
| Usage: |
Dimension Members
| Name | Label | TREF ID | Description |
| Activist | Activist | DV7051 |
The reported information is in relation to an activist. This represents a strategy that involves taking large positions in corporations and using the ownership to participate in the management of the corporation. |
| ConvertibleBondArbitrage | Convertible Bond Arbitrage | DV7048 |
The reported information is in relation to convertible bond arbitrage. This represents an investment strategy that takes advantage of relative discrepancies in prices between convertible bonds and corresponding equity securities. |
| CreditDistressed | Credit Distressed | DV7045 |
The information reported is in relation to credit distressed investments. This represents a strategy that invests in fixed income securities of corporations facing bankruptcy or severe financial distress. |
| CreditLongShort | Credit Long Short | DV7057 |
The reported information is in relation to credit long/short investments. This represents a strategy invested in fixed income securities that uses market movements, trends or inconsistencies when picking securities, and hedges long positions with short sales of fixed income securities or derivatives. |
| Diversified | Diversified | DV7046 |
The information reported relates to a diversified investment option that invests in multiple assets across multiple asset classes. |
| EquityLongShort | Equity Long Short | DV7044 |
The information reported is in relation to equity long/short investments. This represents a strategy invested in equity securities that uses market movements, trends or inconsistencies when picking securities, and hedges long positions with short sales of equity securities or derivatives. |
| EquityMarketNeutral | Equity Market Neutral | DV7054 |
The information reported is in relation to equity market neutral investments. This represents a strategy invested in equity securities that aims for little or no correlation to overall market exposure. |
| EventDriven | Event Driven | DV7050 |
The information reported is in relation to event driven investments. This represents a strategy that finds investment opportunities in corporate transactional events such as consolidations, acquisitions, recapitalisations, bankruptcies and liquidations. |
| FixedIncomeArbitrage | Fixed Income Arbitrage | DV7056 |
The information reported is in relation to fixed income arbitrage. This represents a strategy invested in fixed income securities that takes advantage of relative discrepancies in price between securities. |
| GlobalMacro | Global Macro | DV7043 |
The information reported is in relation to global macro investments. This represents a strategy that takes sizeable positions in equity, fixed income or currency markets in anticipation of global macroeconomic events. |
| ManagedFuturesCommodityTradingAdvisor | Managed Futures Commodity Trading Advisor | DV7055 |
The information reported is in relation to managed futures by a Commodity Trading Advisor. This represents a strategy employed by a Commodity Trading Advisor which involves investing in commodity market futures, options and swaps. |
| MultiStrategy | Multi Strategy | DV7047 |
The information reported is in relation to multi strategy types, which is a combination of two or more investment strategy types. |
| Other | Other | DV7052 |
The information reported is in relation to other strategy, which is a balancing item, being any strategy not itemised in the list in which it is being used. |
| RiskArbitrage | Risk Arbitrage | DV7049 |
The information reported is in relation to risk arbitrage. This represents a strategy that involves buying and selling the equity securities of two or more merging corporations to take advantage of discrepancies between acquisition prices and market prices. |
| VolatilityArbitrage | Volatility Arbitrage | DV7053 |
The information reported is in relation to volatility arbitrage. This represents a strategy that takes advantage of discrepancies in the implied volatility in option pricing. |