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Home > QFINANCE Dictionary > Definition of discretionary funds

Definition of

discretionary funds

Stockholding & Investments

funds broker can manage without consulting client funds managed at the discretion of a broker without the broker needing to refer to the owner for prior permission

discretionary funds - Related Articles
  • Obstacles to the Further Development of the Longevity Swaps Market for Pension Funds

    Best Practice

    But—and it is a big but—it remains true that pension plan funding is treated very differently to insurance company reserving. Occupational pension plans started out providing what were essentially discretionary benefits and, despite the huge amount of legislation creep that has turned them into promises and foisted unforeseen levels of liability on companies, the regulation and culture of pension funding still reflects their origin
    By Martin Bird, Tim Gordon

  • Bias-Free Investing Offers the Best Hope for Pension Funds


    Contrast this with a fund that passively tracks a cap-weighted index such as the UK equity market cap-weighted index. In the 1970s this was completely biased toward consumer discretionaries at the worst possible moment. In the 1980s it was completely biased toward oil stocks at the worst possible
    By Yves Choueifaty

  • Asset Management

    Key Concepts

    ” describes the areas the asset manager is authorized by the client to invest his/her money in. Passive management aims to replicate the performance of an index, whereas active management involves discretionary decisions in an attempt to beat the returns from an index.

  • Reducing Costs and Improving Efficiency with New Management Information Systems

    Best Practice

    The music school’s endowment was not sufficient to support its plans for growth, which would require, among other things, building a new dormitory. In the past, the institution had relied primarily on members of the board and the president of the college to raise funds for the endowment through personal appeals to friends and associates, but it was clear to senior management that the amount now needed was far in excess of what they could possibly raise themselves
    By Beverly Goldberg


Definitions of ’discretionary funds’ and meaning of ’discretionary funds’ are from the book publication, QFINANCE – The Ultimate Resource, © 2009 Bloomsbury Information Ltd. Find definitions for ’discretionary funds’ and other financial terms with our online QFINANCE Financial Dictionary.

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