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...]
Annual Turnover
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Annual Turnover The percentage rate at which an ETF or mutual fund replaces its holdings every year. Adjusted for cash inflows and outflows and represents the fund’s level of trading activity. … [Read more...]
Annualized Holding Period Return
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Annualized Holding Period Return Return rate per annum that generates a t-period holding return that is equal to that actually gained from period 1 to t, when compounded t times. … [Read more...]
Annuity
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Annuity Periodic payment made regularly over a given time period by insurance companies to their policyholders. … [Read more...]
Annuity Contract
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Annuity Contract Agreement in writing between insurance company and customer detailing the obligations of both in an annuity agreement. Includes specific details of the contract, for example structure of the annuity, early withdrawal penalty etc. … [Read more...]
Annuity Due
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Annuity Due Annuity that entails n payments, the first being made at time t = 0. When t= n-1, the final payment is made. … [Read more...]
Annuity Factor
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Annuity Factor Value at present of $1 that is paid for every t period. … [Read more...]
Annuity in Arrears
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Annuity in Arrears Annuity wherein first payment is made at the end of a full period, instead of immediately. … [Read more...]
Annuity Table
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Annuity Table Evaluation method to calculate present value of a series of payments. The table gives a factor, based on a discount rate and time, using which the annuity payment’s present value is found. … [Read more...]
