Glossary of Investment Terminology - Colorado Gives Foundation
Investment Manager: A financial professional or team of professionals hired to oversee the selection of investments within a portfolio. The terms ‘Fund Manager’ or simply ‘Manager’ will also be used. Futures: An exchange-traded transaction that provides for the sale or purchase of a specific amount of a
Glossary of investment terms - LCP
3 LCP’s glossary of investment terms A ABS See asset-backed security. Absolute return Absolute return funds aim to generate a positive total return irrespective of investment conditions over a market cycle (usually between three to five rolling year periods). Active currency This is an asset class in which a manager attempts to generate returns
Glossary of Venture Capital and Private Equity Terms - DWF Group
private investing. A Alternative investments Investments into classes of assets that cannot be classified within one of the three traditional areas of shares, ... Glossary of Venture Capital and Private Equity Terms E Earn-out A contractual arrangement in which a portion of the purchase price is contingent on the future performance
Private Equity Glossary - 0201.nccdn.net
When a private equity firm acquires a company to add onto an existing portfolio company. In add-on deals, the existing portfolio company is called the platform and the private equity firm is called the sponsor. Bolt-on is used more often in Europe. Alternative investment: An asset that is not a conventional investment type (stocks, bonds, cash).
Copy of Complete Glossary of Market Terminology - Collins Sarri Statham ...
Market Terminology. A C S S I N V E S T M E N T S G U I D E T O I N V E S T I N G. Collins Sarri Statham Investments Ltd. is authorised and regulated by the Financial Conduct Authority No. 483868. Registered in England and Wales Company No. 6539190. A M od e rn S tockb roke r. w i th Trad i ti onal V al ue s. Complete Glossary of
PRIVATE EQUITY TERMINOLOGY - BNP Paribas Fortis
This glossary is more than just a list of words, as it takes you on a fascinating journey into the world of private equity. ... Venture capital is, strictly speaking, a subset of private equity and refers to equity investments made for the launch, early development, or expansion of a business. PRIVATE EQUITY TERMINOLOGY The bank for a changing
Glossary of Private Equity Terms - Wiley Online Library
238 Glossary of Private Equity Terms Book ‘The Book’ is the selling document (often called a Sale Memorandum) which is prepared by the investment bank retained on behalf of a business seller (vendor). It describes the business to be sold and will be circulated to a (usually restricted) group of potential purchasers, who
Investments 101: Glossary of investment terms - Sun Life Financial
equity investments globally, you spread your portfolio over a greater percentage of the world market and may reduce your overall investment risk. The Canadian equity funds offered in your plan are: Asset class Funds. Foreign equity BlackRock EAFE Equity Index Segregated Fund BlackRock U.S. Equity Index Segregated Fund (Registered)
Basic Investment Terms - CCMI Creative Capital Management Investments
Basic Investment Terms ANNUITY – A financial product sold by financial institutions pay out a stream of payments to the individual at a later point; primarily used as a means of providing guaranteed cash flow for an individual during their retirement years. ASSETS – Resources with economic value owned by a company, fund, or individual,
INVESTMENT DICTIONARY - bivio
A number of the terms have other non-investment related meanings, which we have not captured. The dictionary is intended to supplement rather than replace expert investment advice. We have expanded this year’s edition of the Investment Dictionary by introducing several terms since our last update in 2012 that cover industry
Glossary of VC and PE Terms - DWF Group
Equity: a glossary of key terms Private Equity (PE) and Venture Capital (VC) are dynamic and rapidly ... private investing. A Alternative investments Investments into classes of assets that cannot be classified within one of the three traditional areas of shares, bonds and cash. Categories of alternative investments include: VC, PE, hedge funds ...
GLOSSARY OF COMMON INVESTMENT TERMS - msm.org.ls
GLOSSARY OF COMMON INVESTMENT TERMS Dividend: A portion of a company’s profit paid to ordinary and preferred shareholders. The amount an investor receives is based on the number of shares owned. Dual listing: Listing of a security on more than one exchange, thus increasing the competition for bid and offer prices, the liquidity of the securities, and the length of
Private Equity Glossary - richardscapital.com
terms of an index plus a margin and the margin is often described in basis points, such as LIBOR plus 400 basis points (or, as the experts say, “beeps”). Best efforts offering – a commitment by a syndicate of investment banks to use best efforts to ensure the sale to investors of a company’s offering of securities. In a
Glossary & Market Terminology - Ahm Securities
Equity The owners’ interest in a company’s capital usually referred to as ordinary shares. Exposure Aggregation of unsettled amount of purchases and sales under each Market with no netting applicable to respective Market. The exposure is calculated using real-time values. All trades are counted as exposure unless they are
Stock Investing: Terminology - Payne's Education
EQUITY: Common and preferred stocks, which represent shares in the ownership of a company. EQUITY (ON BALANCE STATEMENT): What would remain if the company were to liquidate all its assets and pay off its debts. (Equity = Assets – Liabilities) EXCHANGE: A place in which different investments are traded. EXECUTION: When an order to buy or sell ...
Terms for Equity Investment - squirepattonboggs.com
available that are commonly used in early-stage equity funding. It sets out some of the key areas included in a term sheet where management/founders raise external third-party equity investment. Please refer to the heads of terms letter agreement accompanying this questionnaire for an example. Information Required Notes Relevant Information
Glossary of Investment Terms - CT.gov
Investment Income - The equity dividends, bond interest, and/or cash interest paid on an investment. Liability - The claim on the assets of a company or individual - excluding ownership equity. The obligation to make a payment to another. Liquidity - Liquidity refers to the degree of speed and ease with which an asset can be converted to cash.
Equity Valuation: Applications and Processes | CFA Institute
The answers to this question usually influence success or failure in achieving investment objectives. For one group of those participants—equity analysts—the question and its potential answers are particularly critical because determining the value of an ownership stake is at the heart of their professional activities and decisions.
Wall Street Jargon Cheat Sheet - Boehly Center
Equity: Represents the shareholders’ stake in a company, identified on a company’s balance sheet; The calculation of equity is a company’s total assets minus its total liabilities. ... Upside refers to the potential increase in value, measured in monetary or percentage terms, of an investment.