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  • Summary - Glossary of Terms

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    Glossary of Financial Terms Benchmark Standard or index against which investment performance is measured debt on which the issuing company usually promises to pay holders a specified amount of interest for a specified length of time and to replya the principal on the maturity date profit on the sale of an investment assets with maturieis of less than one year portfolio of equity orientated securities Accounting period portfolio of fixed income secruities Total ownership interest in a company of all common and preferred stockholders.

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    Glossary of Financial Terms Benchmark Standard or index against which investment performance is measured debt on which the issuing company usually promises to pay holders a specified amount of interest for a specified length of time and to replya the principal on the maturity date profit on the sale of an investment assets with maturieis of less than one year portfolio of equity orientated securities Accounting period portfolio of fixed income secruities Total ownership interest in a company of all common and preferred stockholders.

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    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    11 просмотров2 страницы

    Summary - Glossary of Terms

    Загружено:

    starstruckxoox
    Glossary of Financial Terms Benchmark Standard or index against which investment performance is measured debt on which the issuing company usually promises to pay holders a specified amount of interest for a specified length of time and to replya the principal on the maturity date profit on the sale of an investment assets with maturieis of less than one year portfolio of equity orientated securities Accounting period portfolio of fixed income secruities Total ownership interest in a company of all common and preferred stockholders.

    Авторское право:

    Attribution Non-Commercial (BY-NC)
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 2

    GlossaryofFinancialTerms Benchmark Standardorindexagainstwhichinvestmentperformanceismeasured Debtonwhichhtheissuingcompanyusuallypromisestopayholdersaspecifiedamountof interestforaspecifiedlengthoftimeandtoreplyatheprincipalonthematuritydate Profitonthesaleofaninvestment Assetswithmaturieisoflessthanoneyear portfolioofequityorientatedsecurities Accountingperiod portfoliooffixedincomesecruities Totalownershipinterestinacompanyofallcommonandpreferredstockholders Debtobligationsissuedbycorporateorgoverenmentborrowers Portfolioofstocksstructuredtoreplacetheperfomranceofacommonlyusedindex Documentdesignedtogoverntheeffortsoftrustees,investmentcommittee,staff,etc.in themgtofendowment,etc.

    Amountthataninvestororaninvestmentfundearns Publiclytradedsecurities,suchasstocks,bondsornoteseasilyboughtandsoldinthe marketplace shorttermdebtsecurity,maturitylessthanayear Fudnprovidingexposureinasingleinvestmenttoseveralinvestmentstyles combinedholdingsofmultiplestocks,bonds,commodities,REinvestments,cashequivalents orotherassets Equitycapitalinvestedinacompanywhosesharesarenotpubliclytraded Measurestheannualreturnonaninvestment StandardandPoor'scorporation Popularstockmarketindex Investmentreturn,expresedin%terms,incorporsatesbothincomeandchangesinmarket Arestrictedfundwithamarketvaluedecreasedbelowitshistoricidollarvalue Permanentfundsofanonprofitinstitution

    Bond CapitalGain CashandCashequivalents EquityPortfolio FiscalYear Fixedincomeportfolio Equity,equities(stock) Fixedincomesecurities IndexFund InvestmentPolicy Investmentreturn Marketablesecruities MoneyMarketinstrument Multistrategyfund Portfolio PrivateEquity Return S&P S&P500 TotalReturn Underwaterfund Endowment

    Plannedgivingassets Quasiendowment

    Irrevocablegiftstoacharitableorganizationthatprovideanincomestreamtothedonor Endowmentcomposedofunrestrictedfundsfuntioningasendowmentbythevoteofthe boardoftrustees Processofresearch,analysis,andinvestigationperformedbyinvestorsintothebackground, performanceandotherdetailsofapotentialinvestmentormoneymanager Outlineserviceindetail,requestquotes Standardorindexagainstwhichinvestmentperformanceismeasured Potentialthattheissuerofasecuritymaydefaultorfailtohonortheirfinancialobligations tothefundoritsclient Highereducationpriceindex,whichreportspricechangeinformaitonforgoodsandservices purchased Guidelineestablishedbytheboardwhichdeterminestheamountoftheannualtransferof moniesfromtheinvestableassetstotheoperatingbudget Amountofspendingspecifiedbytheboardfromtheinvestableassets,usuallyexpressedan asannualpercentageofthebeginningmarketvalueofthefund Owns Owes AssetsLiabilities Chargesforservices,investmentincome,fundraising,other Purchaseofgoods/services,salary,benefits,depreciation Investmentincrease Investmentdecrease

    Duediligence Requestforproposal Benchmarkrisk Financialrisk HEPI Spendingpolicy Spendingrate Assets Liabilities NetAssets Revenue Expenses Gain Loss

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