- Industria: Financial services
- Number of terms: 25840
- Number of blossaries: 0
- Company Profile:
UBS AG, a financial services firm, provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
Investment approach that consists in buying shares when they are valued less than the long-term value of the company.
Industry:Banking
Balance sheet of a company covering a period ending between the regular annual closing dates. According to Article 23b of the Ordinance to Swiss Banking Law, the banks falling under the law with total assets exceeding CHF 100 million must draw up and publish interim financial statements (balance sheet plus income statement). Article 7 of the Banking Law further states that under certain circumstances the banks must submit monthly interim balance sheets to the Swiss National Bank. See also balance sheet.
Industry:Banking
Investments that explicitly take account of environmental, social or governance criteria besides traditional financial factors such as risk and return when selecting securities.
Industry:Banking
System of holding securities in safekeeping in non-certificate form, i.e. purchases and sales are merely recorded in customers' accounts. Security certificates are only printed at the express wish of the customer, e.g. for over-the-counter delivery.
Industry:Banking
Security with an entitlement to share in profits, as against fixed-income securities with an entitlement to interest payments. Shares, participation and dividend-right certificates are equity securities. See also dividend.
Industry:Banking
The part of a company's shares which is not held as a long-term investment by the founder, management, etc. and can therefore be traded on a stock exchange at any time, making it available to the investing public.
Industry:Banking
Increase in the average level of prices with resulting decrease in purchasing power.
Industry:Banking
Bank acting as the leader of an issuing or lending syndicate, managing the transaction. It is normally responsible for contact with the borrower, for the structure, organization and text of the loan agreement and prospectus, plus the composition of the issuing syndicate and the selling group and, ultimately, for the placement itself.
Industry:Banking
