A report that public companies are required to file annually. 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. The investment club agreement is an addendum to the account application for businesses, trusts, estates, investment clubs and other nonpersonal accounts. This glossary is designed to help you understand some of the more common investment and financial terms you may encounter. The employment agency makes a nominal charge for its services. Cash a shortterm investment that can be easily and quickly exchanged for cash.
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. Channon blackwell encyclopedic dictionary of management information systems edited by gordon b. An investment fund that takes higher risk of loss in return for potentially higher returns or gains. We strive to create easy to understand explanations and definitions. The tax rate for your investment earnings from a pie such as kiwisaver. Glossary of terms a accident a random, unforeseen and unintended event or occurrence. Bear market a bear market is a prolonged period of falling stock prices, usually marked by a decline of 20% or more. It describes past years financial results and plans for the coming year. Glossary of mortgage terms dri fund investment manager.
Oecd glossary of statistical terms openended investment. Decoding jargon can help you understand how and where your money is being invested. This is the standard form of accounting where transactions are recorded as they occur e. Having launched it originally in 2004 we have now updated it with modern terminology to meet with the increasing demand for the book. The last price at which a stock traded on a particular day. In addition to the quantumonline glossary, there are a number of other glossaries of investment terms the users may find helpful.
The amount customers owe a company for its products or services. The etfno load fund tracker glossary of terms used. This barcode number lets you verify that youre getting exactly the right version or edition of a book. The additions reflect the everchanging face of investment markets, with the associated phraseology that this introduces. Historically, this is a lowercost alternative to bank loans.
Davis blackwell encyclopedic dictionary of marketing. 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. Investment, authorized by the board of investment, hereby defines investment capital as follows. Dictionary of finance and investment terms third edition john downes, jordan elliot goodman on. If your investment achieved a nominal return of 5% and inflation was 2%, your real rate of return is 3%. 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. 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. I confirm this is my client type and i agree to and will comply with the terms and conditions of this site.
Financial markets 1 what financial markets do financial markets perform two important functions. 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. While investors may not have experienced a change of heart on tesla, analyst ihor. An important tool for the investor is to understand the meaning and sense of investment terms used in the financial markets. Net investment helps give a sense of how much money a.
Report on the survey of implementation of implementation of methodological standards for direct investment imf, oecd, march 2000 appendix ii. 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. Forward earnings predicted earnings is a companys forecasted, or estimated, earnings made by analysts or by the. These latest developments prompted s3 partners to call the bottom on shortselling activity against the stock. Act of god an event that is the result of natural forces and which arises without human intervention. The amount a company owes to suppliers for products and services bought. The guide is an important resource that will help to create a much greater understanding of. 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 creative capital management. 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. A stocks and shares isa or a sipp may not be right for everyone and tax rules may change in the future. An investment in the fund is not insured or guaranteed by the federal deposit insurance corporation or any other government agency. Sources of information and assistance 871 federal regulatory organization in the united states and canada 871 u.
Evaluation assessing companies for inclusion in an investment portfolio. A method of recording a companys financial activity and arranging the information in reports that make the information understandable. 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. A net investment is the amount spent by a company or an economy on capital assets, or gross investment, less depreciation. When cash transactions are recorded, it is called accounting on the cash basis, which is rare for. 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. The stock market game glossary armorel high school. The companies selected typically are in different industries and different geographic regions. Dwellings other buildings and structures buildings other than dwellings other structures.
Learn vocabulary, terms, and more with flashcards, games, and other study tools. Rashad abdelkhalik blackwell encyclopedic dictionary of strategic management edited by derek f. Cooper and chris argyris blackwell encyclopedic dictionary of accounting edited by a. Unofficial translation announcement of the board of. Dwellings other buildings and structures buildings other than dwellings other structures land improvements.
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. We have already seen how the intertemporal choices of consumers. 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. Abstract of auction a summary of the auction advertisements which appears in the property page of a newspaper. Inward investment refers to direct investment in the reporting economy. It does not take into account when the cash is paid out or received. 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. This az pocket guide to understanding financial terms is just one of the achievements of ebss partnership with nala. 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. These glossaries provide definitions of general investing terms versus the specialized income investing terms defined by the quantumonline glossary. Bailout a bailout, in economics and finance, is a fresh. A line of credit is permission from a bank to borrow money. Basic investment terms annuity a financial product sold by financial institutions pay out a stream of payments to the individual at a later point. One is to enable transactions across time by bringing together borrowers and lenders.
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. 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. 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. The theory was introduced by harry markowitz and emphasises that risk is an inherent part of returns when making an investment. In this guide, the investor will find explanations of the most common and frequently used investment terms. Dictionary of finance and investment terms third edition. Oecd glossary of statistical terms inward investment.
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. The money you get back from an investment, including the effects of inflation. Dictionary of finance and investment terms john downes. Credit is the money one borrows with a promise to pay in the future. Annual reports include information about a companys assets, liabilities, earnings, profits, and other yearend statistics. 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. This glossary is for anyone who wants and needs to learn the terms related to the field of money and banking. 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. Every investor has three objectives while investing his. Dris professionals have extensive experience in mortgage loan investing, so we created a handy glossary of mortgage terms. 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. This is good to keep in mind when looking at term deposit rates, for example. S ometimes it can feel as if investment comes with a language of its own. Assets resources with economic value owned by a company, fund, or individual.
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. Working on this glossary, we went through many authoritative glossaries to pick up the useful contemporary words for the readers of this. Typically performance is attributed to decisions regarding stock selection, asset allocation, and active market timing. All risks an all risks policy covers the insured against loss or damage to the property insured other than loss or damage specifically excluded.
The process by which the return on an investment portfolio is attributed to its managers investment decisions. The annual rate of gain or loss on an investment expressed as a percentage. 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. Dictionary of finance and investment terms by john downes author isbn. This investing glossary has definitions related to finance, investing, trading and the stock market. Keeping up with the increasing number of investment products and services in the marketplace today can be confusing. A comprehensive investment dictionary with thousands of investment terms and counting. Ethical investing see socially responsible investing. We can regard this in the standard framework of the general equilibrium of exchange and production. 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.