All Equity Rate Rate of discount reflecting solely business risks in a project and abstracts from the financing effects. … [Read more...]
All or None
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All or None Stipulation that no part of an order is to be executed unless the order can wholly be executed at a price specified previously. … [Read more...]
All-or-none Underwriting
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All-or-none Underwriting Arrangement for cancellation of security issue in case resale of the entire issue is not possible by its underwriter. … [Read more...]
All Risks
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All Risks Insurance coverage excluding only those risks specifically outlined in the insurance contract. Any risk not specifically omitted in the contract is automatically covered. … [Read more...]
Alpha
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Alpha Tool to evaluate selection risk or residual risk in a mutual fund when compared with the market. Positive alpha represents the additional return given to investors in exchange for risk, instead of settling for market return. An alpha of 0.5 shows that the fund outperformed the … [Read more...]
Alpha Equation
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Alpha Equation Fund alpha is calculated as: [ (sum of y) -((b)(sum of x)) ] / n Here: n =number of observations (36 months) b = fund beta x = return rate for the S&P 500 y = return rate for the fund … [Read more...]
Alternative Mortgage Instruments
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Alternative Mortgage Instruments Variants of mortgage instruments. For example graduated-payment mortgages, adjustable rate mortgages and variable rate mortgages, reverse-annuity mortgages. … [Read more...]
American Option
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American Option Related: European option. Options that are open for exercising up to expiration date and on expiration date also. … [Read more...]
American Recovery And Reinvestment Act
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American Recovery And Reinvestment Act Act that came into force in 2009 to stimulate the recessive economy through tax cuts, enhanced unemployment benefits, increased domestic spending, social welfare funding additions. … [Read more...]
American Shares
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American Shares Certificates of securities originating in U.S. from transfer agents representing foreign issuers. Claims to foreign equities are represented by these certificates. … [Read more...]
Amortization
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Amortization Loan repayment made in installments over a period. … [Read more...]
Amortization Factor
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Amortization Factor Based on the assumption of zero prepayments, the pool factor indicated by the proposed outlined amortization. … [Read more...]
Amortizing Interest Rate Swap
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Amortizing Interest Rate Swap Any swap wherein the principal/ national amount increases when there is decline in interest rates. … [Read more...]
Amortizing Security
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Amortizing Security Debt security class wherein in a portion of the principal amount underlying is paid along with periodic interest payments to a security holder. … [Read more...]
Analyst
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Analyst Brokerage firm employee or fund management house employee who assesses companies to give buy/ sell stock recommendations, usually specializing in one industry or segment. … [Read more...]
Announcement Date
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Announcement Date Date on which particular news concerning a given company is announced to the public. Used in event studies, which researchers use to evaluate the economic impact of events of interest. … [Read more...]
Annual Fund Operating Expenses
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Annual Fund Operating Expenses Management fee, shareholder record maintenance expenses, reports distribution expenses, custodial charges and other expenses incurred by investment companies. Selling/ marketing costs are added for 12b-1 funds. … [Read more...]
Annual Report
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Annual Report Record of a public company’s finances on a yearly basis that includes details of its operations, its income statement and balance sheet. According to SEC rules, this report is to be sent to each shareholder. A 10-K is a detailed version of this report. … [Read more...]
