Glossary of Family Office & Financial Terms
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A
- Accounting Policies
- Accounts Payable Ledger
- Accounts Receivable Ledger
- Accrued Expenses Ledger
- Acquisitions
- Adoption Credit
- Algorithmic Risk Management
- Algorithmic Trading
- Alternative Data in Investment Analysis
- Alternative Risk Premia
- Annual Percentage Rate (APR)
- Annuities
- AOTC (American Opportunity Tax Credit)
- Applied Materials (AMAT) Stock
- Arbitrage
- Asset Liability Management
- Asset Turnover Ratio
- Asset-Backed Securities (ABS)
- AST SpaceMobile (ASTS) Stock
- Atomic Swaps
- Audit Committees
- Audit Trail
- AUM (Assets Under Management)
- Automated Trading Systems
- Average Hourly Earnings
B
- Balance of Payments
- Balance Sheet
- Balanced Portfolio Strategy
- Bank Loans and Syndicated Loans
- Bank Reconciliation Statements
- Barrier Options
- Bearish Market
- Behavioral Biases
- Behavioral Investment Strategies
- Behavioral Investment Theory
- Behavioral Portfolio Theory
- BEL 20 Index
- Beta
- Binance
- Bitcoin
- Bitcoin ETFs
- Blockchain
- Blockchain Interoperability
- Blockchain Scalability Solutions
- Bloomberg Barclays US Aggregate Bond Index
- BNB
- Board Composition
- Board Diversity
- Bovespa Index (IBOVESPA)
- Break-Even Analysis
- BRICS Nations
- BSE Sensex
- Budget Reports
- Budget Surplus-Deficit
- Budgeting and Budgetary Control
- Bullish Market
- Business Cycle Indicators
- Buy and Hold
- Buy and Hold with Timing Adjustments
- Buy Now, Pay Later (BNPL)
- Buyout
C
- CAC 40 Index
- Call Option
- Calmar Ratio
- Capital Budgeting
- Capital Expenditure
- Capital Gains
- Capital Market Assumptions
- Capital Preservation Strategy
- Capital Structure
- Cardano
- Carvana (CVNA) Stock
- Cash Balance Plan
- Cash Flow Forecast
- Cash Flow Management
- Cash Flow Margin
- Cash Flow Statement
- Cash Flow Variability
- Central Bank Digital Currency (CBDC)
- Certificates of Deposit (CDs)
- CEX
- Chainlink
- Charitable Remainder Trusts
- Child and Dependent Care Credit
- Child Tax Credit
- CMC100 Index
- Commercial Paper
- Commodities
- Commodity Derivatives
- Commodity Futures Trading Commission (CFTC)
- Compensation Committees
- Compliance Programs
- Compound Annual Growth Rate (CAGR)
- Conflict of Interest Policies
- Consensus Mechanisms
- Consolidated Financial Statements
- Consumer Confidence Index
- Consumer Price Index (CPI)
- Contrarian Investing
- Convertible Arbitrage
- Convertible Bonds
- Core Satellite Investing
- Corporate Alliances
- Corporate Bond Issuance
- Corporate Bonds
- Corporate Governance
- Corporate Profit Margins
- Corporate Social Responsibility (CSR)
- Corporate Social Responsibility in Investment
- Corporate Valuation
- Cost of Capital
- Coupon Rate
- Coverdell Education Savings Account (ESA)
- Covered Call Strategy
- CRB Commodity Index
- Credit Default Swaps (CDS)
- Credit Rating Agencies
- Credit Scoring Models
- Credit Spread
- Cross-Border Estate Planning
- Cross-Chain Transactions
- Crowdfunding
- Crowdsource Funding for Real Estate
- Crypto Exchanges
- Crypto Mining
- Cryptocurrency
- Cryptocurrency Laws
- Cryptocurrency Mining Pools
- Cryptocurrency Regulations
- Cryptocurrency Tax Compliance
- Cryptocurrency Wallets
- Cryptographic Security Protocols
- CSI A500 Index
- Currency Pegging
- Current Account Balance
- Current Ratio
D
- DAOs (Decentralized Autonomous Organizations)
- DAX Index
- Day Trading
- Debt Financing
- Debt Management
- Debt Restructuring
- Debt to Equity Ratio
- Debt to Income Ratio
- Decentralized Applications (DApps)
- Decentralized Identity Solutions
- Decentralized Lending Platforms
- Deferred Compensation Plan
- DeFi
- Defined Benefit Pension Plan
- Depreciation Schedules
- Derivative Market
- Derivatives
- DEX
- Digital Asset Custody
- Digital Identity Verification
- Digital Transformation in Financial Services
- Digital Wallets
- Disability Tax Credit (DTC)
- Discount Rate
- Distressed Securities
- Diversification
- Diversified Income Streams
- Divestitures
- Dividend Distribution
- Dividend Policy
- Dividend Reinvestment
- Dividend Reinvestment Plans (DRIP)
- Dividend Yield
- Dividends
- DLT (Distributed Ledger Technology)
- Dogecoin
- Dollar Cost Averaging (DCA)
- Domino's Pizza (DPZ) Stock
- Dow Jones Industrial Average (DJIA)
E
- Earned Income Tax Credit (EITC)
- Earnings Per Share (EPS)
- EBIT (Earnings Before Interest and Taxes)
- EBITDA (Earnings Before Interest, Taxes, Depreciation and Amortization)
- Economic Growth Rate
- Economic Integration
- Economic Moat Analysis
- Economic Sanctions
- Embedded Finance
- Emerging Markets
- Employee Retention Credit (ERC)
- Employee Stock Ownership Plan (ESOP)
- Energy Consumption Index
- Energy Use Index
- Enterprise Value (EV)
- Environmental, Social and Governance (ESG)
- Equity
- Equity Crowdfunding
- Equity Derivatives
- Equity Financing
- Equity Statement
- ESG Bonds
- ESG Metrics
- Estate Planning
- ETF (Exchange-Traded Fund)
- Ethereum
- Ethical Conduct and Code of Ethics
- EURO STOXX 50 Index
- Eurozone
- EV (Electric Vehicle) Tax Credit
- Event Driven Strategy
- Exchange Rate Mechanism (ERM)
- Executive Compensation
- Exotic Derivatives
- Expense Reports
- Export Diversification Index
- Exports and Imports Growth Rate
F
- Factor Investing
- FDIC (Federal Deposit Insurance Corporation)
- Finance
- Financial Co-creation
- Financial Data
- Financial Forecasting
- Financial Independence
- Financial Instruments
- Financial Literacy
- Financial Literacy Programs
- Financial Modeling
- Financial Ratio Analysis
- Financial Record Keeping
- Financial Statement
- Financial Statement Analysis
- Financial System
- Financial Technology Adoption
- Financial Wellness Initiatives
- FinCEN (Financial Crimes Enforcement Network)
- FinTech
- Fintech Regulation
- Fiscal Deficit
- Fiscal Stimulus
- Fixed Asset Register
- Fixed Income
- Forecasting
- Foreign Direct Investment (FDI)
- Foreign Exchange (Forex)
- Foreign Exchange Reserves
- Forward Rate Agreements (FRA)
- Forwards Contract
- Free Cash Flow (FCF)
- FTSE 100 Index
- Full Disclosure Principle
- Fund of Funds (FoF)
- Futures Contract
G
- Gas Fees
- General Ledger
- Geopolitical Risk Analysis
- Global Economic Sentiment Index
- Global Financial Crisis
- Global Macro Strategy
- Global Supply Chain
- Global Value Chains (GVCs)
- Globalization
- Golden Parachutes
- Governance Tokens
- Government Spending as a Percentage of GDP
- Green Bonds
- Greenmail
- Gross Domestic Product (GDP)
- Gross National Product (GNP)
- Gross Profit Margin
- Growth Capital
- Growth Investing
H
I
- ICO (Initial Coin Offering)
- IDX Composite Index
- IFC (International Finance Corporation)
- Impact Investing
- Impact Investing Measurement Tools
- Impact Measurement Frameworks
- Implied Volatility
- Income Investing
- Income Statement
- Independent Directors
- Index Fund
- Index Fund Investing
- Individual Retirement Account (IRA)
- Industrial Production Index
- Inflation
- Inflation Rate
- Inflation-Protected Securities
- Initial Public Offering (IPO)
- InsurTech (Insurance Technology)
- Interest Coverage Ratio
- Interest Rate
- Interest Rate Swap
- Internal Audit Reports
- Internal Controls
- Internal Rate of Return (IRR)
- International Monetary Fund (IMF)
- International Tax Compliance
- Intuitive Machines (LUNR) Stock
- Inventory Ledger
- Inventory Turnover Ratio
- Investment Appraisal
- Investment Horizon
- Investment Tax Credit
- Invoice Records
- Iron Condor Strategy
- IRS (Internal Revenue Service)
- Issuance of Debt
- Issuance of Equity
J
K
L
- Labor Force Participation Rate
- Laddering (for bonds)
- Layer 2 Scaling Solutions
- LCR (Liquidity Coverage Ratio)
- Ledger
- Leverage
- Leveraged Buyouts (LBO)
- LIBOR (London Interbank Offered Rate)
- Lifetime Learning Credit
- Liquidity
- Liquidity Risk Management
- Liquidity Swap
- Long-Only Strategies
- Long-Short Equity
- Low Liquidity
M
- Machine Learning for Fraud Detection
- Management Discussion and Analysis (MD&A)
- Margin
- Market Capitalization
- Market Making
- Market Microstructure
- Market Neutral Strategy
- Market Sentiment Analysis
- Market Timing Strategies
- Market-Neutral Hedge Funds
- Merger Arbitrage
- Mergers and Acquisitions (M&A)
- Micro-Investing Platforms
- Mobile Payments
- Momentum Investing
- Monetary Policy
- Money Purchase Pension Plan
- Mortgage-Backed Securities (MBS)
- Moving Averages
- MSCI World Index
- Multinational Corporations (MNCs)
- Municipal Bonds
- Mutual Fund
N
- Nasdaq Composite Index
- National Debt-to-GDP Ratio
- Neobanks (Digital Banks)
- Net Asset Value (NAV)
- Net Foreign Investment
- Net Present Value (NPV)
- Net Profit Margin
- Net Worth
- NFTs (Non-Fungible Tokens)
- Nifty 50
- Nikkei 225 Index
- Non-Operating Income
- Non-Qualified Deferred Compensation (NQDC) Plan
- NPA (Non-Performing Assets)
- NS&I Fixed Bonds
- NS&I Green Savings Bonds
- NYSE Composite Index
O
P
- P2P (Peer-to-Peer) Exchanges
- Pairs Trading
- PancakeSwap
- Payment Gateways
- Payroll Records
- PCE (Personal Consumption Expenditures) Price Index
- Peer-to-peer Lending (P2P Lending)
- Pension Fund
- Performance Evaluation
- Personal Finance Management Apps
- Petty Cash Ledger
- Pfizer (PFE) Stock
- PMI (Purchasing Managers' Index)
- Polygon (MATIC)
- Portfolio Diversification Strategies
- Portfolio Management
- Portfolio Rebalancing
- PoS (Proof of Stake)
- PoW (Proof of Work)
- Prepaid Tuition Plans
- Price to Book Ratio (P/B Ratio)
- Price to Earnings Ratio (P/E Ratio)
- Price to Sales Ratio (P/S Ratio)
- Price/Earnings to Growth (PEG) Ratio
- Privacy Coins
- Private Equity
- Private Market Liquidity Solutions
- Private Sector Credit Growth
- Pro Forma Financial Statements
- Probate
- Producer Price Index (PPI)
- Production Tax Credit
- Profit and Loss (PNL)
- Profit Sharing Plan
- Protective Put Strategy
- Proxy Fight
- Public Debt
- Purchasing Power Parity (PPP)
- Put Option
Q
R
- Real Disposable Income
- Real Estate Investment Trusts (REITs)
- Recapitalization
- Regulatory Technology (RegTech)
- Relative Strength Index (RSI)
- Remote Work Economy
- Repurchase Agreements (Repos)
- Research & Development (R&D) Tax Credit
- Residential Energy Efficient Property Credit
- Retail Sales
- Return on Assets (ROA)
- Return on Equity (ROE)
- Return on Investment (ROI)
- Rigetti Computing (RGTI) Stock
- Rights Issues
- Risk Mitigation Techniques
- Risk Parity
- Risk-Adjusted Return
- Robo Advisors
- Rollover IRA
- Roth IRA
- Russell 2000 Index
- RWA (Real World Assets) Tokenization in Crypto
S
- S&P 500 Index
- Satoshi
- Saver's Credit
- Savings Rate
- Scenario Planning
- Sector Investing
- Sector Rotation
- Securities and Exchange Commission (SEC)
- Security Tokens
- Segment Reporting
- SEP IRA
- Shadow Economy Size
- Shanghai Composite Index (SSE Index)
- Share Buyback
- Shareholder Activism
- Shareholder Rights
- Sharpe Ratio
- Shiba Inu
- Short Selling
- SIMPLE IRA
- Smart Beta
- Smart Contract Audits
- Smart Contracts
- Social Impact Bonds
- Social Security
- Soft Fork
- Solana
- Solo 401(k)
- Sortino Ratio
- Sovereign Green Bonds
- Speculation
- Spin-Offs
- Spousal IRA
- Stablecoins
- Stakeholder Engagement
- Staking
- Standard & Poor's 500 (S&P 500)
- Statement of Changes in Equity
- Statement of Financial Position
- Statement of Retained Earnings
- Statement of Shareholders' Equity
- Statistical Arbitrage
- Stock Markets
- Stock Splits
- Straddle Options Strategy
- Strategic Direction and Oversight
- Sustainable Asset Allocation
- Sustainable Bonds
- Sustainable Finance
- Swaps
- Swing Trading
- Sybil Attacks
T
- Tactical Asset Allocation
- TAIEX Index
- Tail Risk Hedging
- Target Benefit Plan
- Tax Credit
- Tax Loss Harvesting
- Tax Reports
- Tax Strategies for High Net Worth Individuals
- Tax-Deferred Accounts
- TED Spread
- Tender Offers
- Tesla (TSLA) Stock
- The Big Mac Index
- Thrift Savings Plan (TSP)
- Tokenization
- Tokenomics
- Toncoin
- TOT (Terms of Trade)
- Total Cost of Ownership Analysis
- Trade Balance
- Trade Deficit
- Trade Surplus
- Trade-Weighted Exchange Rate
- Transaction Cost Economics
- Transparency and Disclosure
- Treasury Bills (T-Bills)
- Treasury Bonds
- Treasury Management
- Trend Following Strategy
- Treynor Ratio
- Trial Balance
- Tron