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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 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

Financial Lexicon from A-Z

123

A

B

C

D

E

F

G

H

I

J

K

L

M

N

O

P

Q

R

S

T

U

V

W

X

Y

Z

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