Category: Finance Dictionary

A large institutional client, such as a PENSION FUND, MUTUAL FUND, HEDGE FUND, CORPORATION, or sovereign entity, that financial institutions court in order to generate NEW ISSUE, CORPORATE FINANCE, or investment advisory

Shortterm financial instruments (such as GOVERNMENT BILLS, CERTIFICATES OF DEPOSIT, BANKER

A method that calculates asset value when added to future revenue of the policy. It is used to assess the value of a life insurance policy. A point-in-time calculation.

Symbols and symbolization electronically keyed by keyboard or keypad. Initially begun as digital facial expressions on digital devices. Primarily used to express an emotion. Example: 🙁 denotes sad; 😎 happy; People emphasize

An IRS-generated, unique identifier (ID) used to identify an entity that potentially owes taxes. Businesses, partnerships, or other entities are required by law to have such an ID.

That which allows an action or behavior to occur. Often it contributes to the success of an entity, program, or project. It can be capabilities, forces, or resources. It can also be

1. Resulting object from a process. Finished good. Deliverable. 2. Contractual delivery of the item produced. Can be articles, materials, or supplies..

Known also as endowment insurance with profits.

A measured value. Total energy used for cooling or heating a building or facility over a specific period. Displayed or stated as British thermal unit (Btu) per gross square footage cooled or

Process of linking various enterprise system together in support of the corporate world-wide business. Also involves maintenance and time upgrade or replacement of legacy (in-place) systems and hardware with new software and

Land offering tax incentives, freedom from some regulatory control, and other advantageous terms. Usually set aside as sites for factories, transportation companies, and other types of business. Typically situated in a depressed

The time when an investor decides to acquire an investment.

Study of distribution, pattern, and cause of diseases in a specific population. The objective is to determine and trace events and reasons causing epidemic-like situations. Resulting information leads to more effective plans,

Tools, be they devices, machines, or vehicles. Assist a person in achieving an action beyond the normal capabilities of a human. Tangible property that is not land or buildings, but facilitates business

A mutual fund holding at least 65 percent of its total investment equity in liquid assets paying the highest dividend yield. These equities are typically fairly inexpensive stocks. The risk is loss

An opportunity given an investor to buy, or sell a specific number of shares, by a certain date (date of expiration), for a pre-set price.

Type of motherboard ROM used for long-term reused information, such as system BIOS, hardware configurations, and other defined, pre-set information. This ROM can be reused, but only for the same information when

Allowance for withdrawing from a contract when specified conditions occur. Can also allow changing these conditions. Provision in a contract.

Verifiable justification for projection and projected value or results.

Joint operation of Deutsche Boerse Ag and SWX Swiss Exchange. Major locations are Chicago, Frankfurt, London, Paris, and Zurich. An electronic futures and options exchange.