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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

125/250d Adjusted Slope Momentum
10-K

A

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

B

Benjamin Graham
Balance sheet
Berkshire Hathaway
Bankruptcy
Bonds

C

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

D

Deflation
Discounted Cash Flow (DCF)
Discounting
Dividend
Demand

E

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

F

Faang Stocks
Financial Products
Free Cash Flow Yield
Fees
Financial Assets

G

Gross domestic product
Gini Index
Growth Investing

H

High Watermark
Hedging
Hurdle Rate

I

Inflation
Initial Public Offering (IPO)
Interest rate

J

January effect
Joel Greenblatt
Joint venture

K

Keynesianism
Key performance indicators (KPIs)
Kickbacks and Retrocessions

L

Leverage
Limit order
Liquidity
Liquidity Ratios

M

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

N

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

O

Options
O'Shaughnessy James P.

P

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

Q

Qualitative analysis
Quantitative analysis (QA)
Quantitative investing

R

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

S

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

T

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

U

Unicorn company
Unlevered Beta
Utility Sector

V

Value Composite
Value investing
Value Trap

W

Weighted average cost of capital (WACC)
Warren Buffett

X

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

Y

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

Z

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