PET - Plain English Taxonomy

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.