In addition to the quantumonline glossary, there are a number of other glossaries of investment terms the users may find helpful. Ethical investing see socially responsible investing. Keeping up with the increasing number of investment products and services in the marketplace today can be confusing. Learn vocabulary, terms, and more with flashcards, games, and other study tools.
Cash a shortterm investment that can be easily and quickly exchanged for cash. One is to enable transactions across time by bringing together borrowers and lenders. This glossary is designed to help you understand some of the more common investment and financial terms you may encounter. Evaluation assessing companies for inclusion in an investment portfolio. I confirm this is my client type and i agree to and will comply with the terms and conditions of this site. Dictionary of finance and investment terms john downes. While investors may not have experienced a change of heart on tesla, analyst ihor. Financial markets 1 what financial markets do financial markets perform two important functions.
Glossary of terms a accident a random, unforeseen and unintended event or occurrence. Oecd glossary of statistical terms inward investment definition. Having launched it originally in 2004 we have now updated it with modern terminology to meet with the increasing demand for the book. Oecd glossary of statistical terms openended investment. It describes past years financial results and plans for the coming year. Bailout a bailout, in economics and finance, is a fresh. The last price at which a stock traded on a particular day.
The amount a company owes to suppliers for products and services bought. The process by which the return on an investment portfolio is attributed to its managers investment decisions. We strive to create easy to understand explanations and definitions. A report that public companies are required to file annually. This az pocket guide to understanding financial terms is just one of the achievements of ebss partnership with nala. Inward investment refers to direct investment in the reporting economy. Historically, this is a lowercost alternative to bank loans. We have written this a to z guide to help you to understand some of the terms you will come across when you buy a house, go into business, take out insurance, invest your money and do all. The stock market game glossary armorel high school. Abstract of title a written record of the historical ownership of the property that helps to determine whether the property can in fact be transferred from one party to another without any previous claims.
Investment terms how to use this dictionary effectively 178 dictionary of finance and investment 179 part v finance and investment ready reference introduction 870 1. Assets resources with economic value owned by a company, fund, or individual. Dictionary of finance and investment terms third edition john downes, jordan elliot goodman on. The amount customers owe a company for its products or services. An investment fund that takes higher risk of loss in return for potentially higher returns or gains. Annual reports include information about a companys assets, liabilities, earnings, profits, and other yearend statistics. Forward earnings predicted earnings is a companys forecasted, or estimated, earnings made by analysts or by the. Report on the survey of implementation of implementation of methodological standards for direct investment imf, oecd, march 2000 appendix ii. Here we aim to provide you with appropriate information and updates, including our range of institutional investment strategies, our investment professionals, and our investment insights. Foreign direct investment fdi is an investment in the form of a controlling ownership in a business in one country by an entity based in another country.
It does not take into account when the cash is paid out or received. The companies selected typically are in different industries and different geographic regions. The additions reflect the everchanging face of investment markets, with the associated phraseology that this introduces. Glossary of mortgage terms dri fund investment manager. This barcode number lets you verify that youre getting exactly the right version or edition of a book. A line of credit is permission from a bank to borrow money. Investors are a group of heterogeneous people, may be rich or poor, may or may not have knowledge of capital market, risk tolerance differ for each of them but they all need equal degree of protection. Basic investment terms creative capital management. Decoding jargon can help you understand how and where your money is being invested. Channon blackwell encyclopedic dictionary of management information systems edited by gordon b. Dictionary of finance and investment terms third edition. Investment capital, excluding the cost of land and working capital, to be used in the calculation of the cap on corporate income tax exemptions, as set forth by the board of investment, is defined as follows.
Dris professionals have extensive experience in mortgage loan investing, so we created a handy glossary of mortgage terms. The investment club agreement is an addendum to the account application for businesses, trusts, estates, investment clubs and other nonpersonal accounts. Abstract of auction a summary of the auction advertisements which appears in the property page of a newspaper. Dwellings other buildings and structures buildings other than dwellings other structures. Investment, authorized by the board of investment, hereby defines investment capital as follows. Typically performance is attributed to decisions regarding stock selection, asset allocation, and active market timing. Cooper and chris argyris blackwell encyclopedic dictionary of accounting edited by a. A form of corporation, allowed by the irs for most companies with 35 or fewer shareholders, which enables the company to enjoy the benefits of incorporation but be taxed as if it were a partnership. We have expanded this years edition of the investment dictionary by introducing several terms since our last update in 2012 that cover industry updates, as well as other terms not covered previously. More than 5,000 terms related to stocks, bonds, mutual funds, banking, tax laws, and transactions in the various financial markets are presented alphabetically with descriptions. The agreement designates investment club members who will be authorized to trade and move money in the td waterhouse investment club account on behalf of the club. Investment, equivalent to gross fixed capital formation gfcf in national accounts terms, accounts on average for 19 % of gross domestic product gdp in european union eu member states. Revenue per patient day rppd total revenue divided by actual patient days for each payor source ridea the reit investment diversification and empowerment actpassed in 2008, allows senior housing reits to share in the operating income generated by their owned properties. An attribution analysis will show whether the managed decisions have added or detracted value in the portfolio.
The new eighth edition has been updated to take account of new financial regulations and recent dramatic swings in equities, credit, and other financial resources. This is the standard form of accounting where transactions are recorded as they occur e. A net investment is the amount spent by a company or an economy on capital assets, or gross investment, less depreciation. Davis blackwell encyclopedic dictionary of marketing.
A special deposit at a bank or thrift institution that pays interest and is for a given amount of money and a given amount of time. The employment agency makes a nominal charge for its services. Unofficial translation announcement of the board of. The guide is an important resource that will help to create a much greater understanding of. The investor must be familiar with them in order for him to be able to get a clearer picture of the components, instruments and reports in the financial markets. Reia consumer fact sheet glossary of terms absentee landlord an owner or sublessor who does not reside in the place or area in which heshe owns real estate from which heshe derives rental income. A stocks and shares isa or a sipp may not be right for everyone and tax rules may change in the future. Bear market a bear market is a prolonged period of falling stock prices, usually marked by a decline of 20% or more. Rashad abdelkhalik blackwell encyclopedic dictionary of strategic management edited by derek f. A method of recording a companys financial activity and arranging the information in reports that make the information understandable. An important tool for the investor is to understand the meaning and sense of investment terms used in the financial markets.
These latest developments prompted s3 partners to call the bottom on shortselling activity against the stock. Balanced fund mutual funds that seek both growth and income in a portfolio with a mix of common stock, preferred stock or bonds. Basic investment terms annuity a financial product sold by financial institutions pay out a stream of payments to the individual at a later point. The changes will mean that somebody aged 65 years old could take out a 25year mortgage, as long as they can demonstrate that they would be able to afford the repayments. If your investment achieved a nominal return of 5% and inflation was 2%, your real rate of return is 3%. This is good to keep in mind when looking at term deposit rates, for example.
Sources of information and assistance 871 federal regulatory organization in the united states and canada 871 u. Every investor has three objectives while investing his. Dictionary of finance and investment terms by john downes author isbn. The etfno load fund tracker glossary of terms used. Net investment helps give a sense of how much money a. In this guide, the investor will find explanations of the most common and frequently used investment terms. An openend investment company is a managed investment company, with an unlimited life, that stands ready at all times to purchase its shares from its owners and usually will continuously offer new shares to the public. This glossary is for anyone who wants and needs to learn the terms related to the field of money and banking.
An investment in the fund is not insured or guaranteed by the federal deposit insurance corporation or any other government agency. Mar 24, 2016 s ometimes it can feel as if investment comes with a language of its own. A framework for an investment institution to identify and track how the companies it may invest in are managing environmental, social, and governance esg risk and performance. The theory was introduced by harry markowitz and emphasises that risk is an inherent part of returns when making an investment. The money you get back from an investment, including the effects of inflation. An investment in the matthews asia funds may not be suitable for all investors and should only be made on the basis of the hong kong offering document which comprises of the prospectus, supplement for hong kong investors and product key facts statements or other offering documents and their terms and conditions. We have already seen how the intertemporal choices of consumers. We can regard this in the standard framework of the general equilibrium of exchange and production. Efficient frontier the efficient frontier is a curve which represents all the points where for a given level of risk as measured by standard deviation of a portfolio you are achieving the optimal rate of return.
Investment, equivalent to gross fixed capital formation gfcf in national accounts terms, accounts on average for 19 % of gross domestic product gdp in european union eu member states it is made up of the following categories. For example, currency option traders use implication when computing implied volatility from the observed market prices for visibly traded forex options like those dealt on exchanges. This investing glossary has definitions related to finance, investing, trading and the stock market. Credit is the money one borrows with a promise to pay in the future. Working on this glossary, we went through many authoritative glossaries to pick up the useful contemporary words for the readers of this. When cash transactions are recorded, it is called accounting on the cash basis, which is rare for. Oecd glossary of statistical terms inward investment. The funds sponsor has no legal obligation to provide financial support to the fund, and you should not expect that the sponsor will provide financial support to the fund at any time. The annual rate of gain or loss on an investment expressed as a percentage.
1436 122 371 326 918 596 1309 486 695 1027 1051 894 65 1412 1069 148 946 601 335 680 355 1500 460 240 384 1295 1154 1217 406 373 251 953 127 952 810 678 6 642 1036 1465 507 1390 1418 1448 536 1110 58