- 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.
Highest loss suffered by an investment during the investment period from a (local) peak to the next (local) trough.
Industry:Banking
Highly rated bonds whose issuers have long-standing reputations for paying interest on time.
Industry:Banking
In general, any good, product or instrument in which every unit is so similar to or identical with every other unit that they can be exchanged for one another without legal consequences, e.g. bearer shares, commodities, etc.
Industry:Banking
Key figures which relate directly to a company and are not dependent on the market. They include sales or revenues, cash flow and profits. Basic analysis uses such data to determine the theoretical value of a share, which may indicate that the share is undervalued, overvalued or fairly valued on the market. The term is also used to denote the important economic numbers (growth, inflation, current account balance, government finances) which can influence the financial markets.
Industry:Banking
MiFID classifies clients into two main categories, private and professional. Private clients receive a higher level of investor protection than professional clients and benefit from a comprehensive range of statutory investor protection measures.
Industry:Banking
MiFID requires that all bank client information be presented in a fair, clear and non-misleading manner with appropriate language. The firms must take reasonable measures so that clients understand their communication.
Industry:Banking
Newly issued securities strongly oversubscribed in the primary market and often traded at higher-than-issue prices in the secondary market.
Industry:Banking
Number of months with a positive performance divided by the total number of months.
Industry:Banking
Price at which an option buyer can buy (call) or sell (put) the underlying securities, currencies, etc.
Industry:Banking
Private clients. Those bank clients who do not qualify for professional or eligible counterparty status. Private clients, or retail clients as they are named under MiFID, are generally considered to be the least sophisticated and are given the most protection. They are required to demonstrate to the firm that they are transacting with the necessary knowledge and experience to understand the risks associated with the transaction. There is also a greater administrative burden associated with private respectively retail categorization for both firms and clients.
Industry:Banking
