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Financial Lexicon from A-Z

The specialist areas of wealth management, investment advice and financial advice are often characterized by technical terms that are difficult for private individuals to understand. This lexicon explains the most important asset management terms.

123

10-K
125/250d Adjusted Slope Momentum

A

Asset manager
Asset management
Agency fee
Annual growth rate (CAGR)

B

Bonds
Bankruptcy
Benjamin Graham
Balance sheet
Berkshire Hathaway

C

Compound interest
Collateral
Commission
Coupon
Capital Asset Pricing Model (CAPM)
Charlie Munger
Chief Executive Officer (CEO)

D

Demand
Discounting
Deflation
Dividend
Discounted Cash Flow (DCF)

E

Enterprise value (EV)
Enterprise Valuation
Earnings Yield
Exchange Traded Fund (ETF)

F

Free Cash Flow Yield
Financial Assets
Financial Products
Fees
Faang Stocks

G

Growth Investing
Gini Index
Gross domestic product

H

Hedging
Hurdle Rate
High Watermark

I

Interest rate
Initial Public Offering (IPO)
Inflation

J

Joel Greenblatt
Joint venture
January effect

K

Kickbacks and Retrocessions
Keynesianism
Key performance indicators (KPIs)

L

Limit order
Liquidity
Liquidity Ratios
Leverage

M

Management Fee
Money weighted Rate of Return
Mergers and Acquisitions (M&A)
Momentum
Magic Formula Investing

N

New York Stock Exchange (NYSE)
Nasdaq
Net asset value (NAV)

O

O'Shaughnessy James P.
Options

P

Performance fee
Piotroski F-Score
Price-to-book ratio
Price-earnings ratio (P/E ratio)
Price/sales ratio (P/S ratio)
Profit Margin
Profit (Accounting)
Public Limited Company

Q

Quantitative analysis (QA)
Quantitative investing
Qualitative analysis

R

Retained earnings
Real estate
Revenue (Sales)
Rate of Return
Real Rate of Return
Real Estate vs. Stocks
Return on Assets (ROA)
Rule of 72
Return on equity (ROE)

S

Securities portfolio
Swiss Market Index (SMI)
Sharpe ratio
Sustainability
Share
Share capital
Share buybacks
Shareholder
Supply
Shares issued
Stock exchange

T

Time-weighted Rate of Return (TWR)
Trending Value Strategy
Transaction costs
Total shareholder return (TSR)
Total Expense Ratio (TER)

U

Utility Sector
Unlevered Beta
Unicorn company

V

Value Trap
Value investing
Value Composite

W

Warren Buffett
Weighted average cost of capital (WACC)

X

Xetra
X-efficiency vs. X-inefficiency
XD - Ex-dividend date

Y

Yield to Maturity (YTM)
Yield Curve
Yearly rate of return method

Z

Zombie company
Z-Score (E. Altman)
Zero Coupon Bond