Individual Investors often have difficulty understanding the technical terms used in asset management, investment advice, and financial consulting. This wealth management encyclopedia provides explanations of some of the most important terms.
123 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
10-K
125/250d Adjusted Slope Momentum
80-20 Rule (Pareto Principle)
Agency Fee
Annual Growth Rate
Asset Management
Balance Sheet
Bankruptcy
Benjamin Graham
Berkshire Hathaway
Bond
Capital Asset Pricing Model (CAPM)
Charlie Munger
Chief Executive Officer (CEO)
Collateral
Commission
Compound Interest
Coupon
Deflation
Demand
Discounted Cash Flow (DCF)
Discounting
Dividend
Earnings Yield
Enterprise Value
Exchange Traded Fund (ETF)
FAANG Stocks
Fees
Financial Assets
Financial Products
Free Cash Flow Yield
Gini Index
Gross Domestic Product (GDP)
Growth Investing
Hedging
High-Water Mark
Hurdle Rate
Inflation
Initial Public Offering (IPO)
Interest Rate
January Effect
Joel Greenblatt
Joint Venture (JV)
Key Performance Indicators (KPIs)
Keynesian Economics
Kickbacks and Retrocessions
Leverage
Limit Order
Liquidity
Liquidity Ratios
Magic Formula Investing
Management Fee
Mergers and Acquisitions (M&A)
Momentum
Money-Weighted Rate of Return (MWR)
Nasdaq
Net Asset Value (NAV)
New York Stock Exchange (NYSE)
Options
O'Shaughnessy James P.
O'Shaughnessy Trending Value Strategy
Performance Fee
Piotroski F-Score
Price-to-Book Ratio (P/B)
Price-to-Earnings Ratio (P/E)
Price-to-Sales Ratio (P/S)
Profit (Accounting)
Profit Margin
Public Limited Company (PLC)
Qualitative Analysis
Quantitative Analysis (QA)
Quantitative Investing
Real Estate
Real Estate vs. Stocks
Rate of Return
Real Rate of Return
Retained Earnings
Return on Assets (ROA)
Return on Equity (ROE)
Return on Investment (ROI)
Revenues (Sales)
Rule of 72
Securities Portfolio
Share
Share Capital
Shareholder
Shares Issued
Sharpe Ratio
Stock Buybacks
Stock Exchange
Supply
Sustainability
Swiss Market Index (SMI)
Time-Weighted Rate of Return (TWR)
Total Expense Ratio (TER)
Total Shareholder Return (TSR)
Transaction Costs and Trading Fees
Unicorn Company
Unlevered Beta
Utilities Sector
Valuation
Value Composite
Value Investing
Value Trap
Weighted Average Cost of Capital (WACC)
Warren Buffett
Wealth Manager
XD - Ex-Dividend Date
X-Efficiency vs. X-Inefficiency
Xetra
Yearly Rate of Return Method
Yield Curve
Yield to Maturity (YTM)
Zero-Coupon Bond
Zombie Companies
Z-Score (Prof. E. Altman)
Estoppey Value Investments AG