Discover key financial terms explained simply to help you make smarter money decisions.
Managing assets to achieve financial goals
Company that manages investments on behalf of clients
Legal strategies to protect assets from creditors
Adjustment of asset value to reflect current market prices
Selling off assets of a company for quick profit
Ratio measuring how effectively assets generate revenue
Measure of how efficiently assets generate revenue
Investment backed by underlying assets
Fee based on the value of assets managed
Loan secured by the borrower’s assets
Managing assets and liabilities to balance financial risks
Expected rate of return on annuity investments
Investment amount exposed to potential loss
Option whose strike price is equal to the market price
Formal confirmation of accuracy in financial reporting
Examination of financial statements for accuracy
Maximum share capital a company can issue
Pre-approved payment or withdrawal
Number of shares a company is authorized to issue
Person permitted to use another’s credit account
