- 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.
The total return on a security or portfolio of securities. The total return on a share comprises the price changes, distributions of interest and dividends, and par value repayments.
Industry:Banking
Financial product made up of a range of individual securities that may be differently weighted and that replicates an index, sector or strategy. Examples: index certificate, basket certificate, fixed-income fund, exchange-traded fund.
Industry:Banking
An exchange rate between two currencies arrived at by dividing each currency's exchange rate by a third rate. For example, the two rates CHF/USD 1.4500 and EUR/USD 0.7600 result in a cross rate of 1.5132 for the CHF/EUR pair.
Industry:Banking
Also: risk-earnings profile, risk/reward ratio. Comparison of the anticipated risk of an investment with the expected return. If the return is the greater of the two then the investment is made.
Industry:Banking
An individual or legal entity having a financial claim against another. Creditors are ranked, and in the event of the debtor's bankruptcy their claims are satisfied in order of precedence from the proceeds of realisation of the debtor's assets.
Industry:Banking
Barrier option which only has a value on expiry when the underlying reaches a specified price level (barrier) during the term of the product. See also knock-out option.
Industry:Banking
Legally required security for investments of the assets of individuals under guardianship. In Switzerland, the Civil Code sections 401 and 402 provide that such funds must be placed in low-risk, interest-bearing investments. Savings deposits and public sector bonds are permitted. Investments in equities, participation certificates and derivatives, on the other hand, are prohibited.
Industry:Banking
In Switzerland: promissory note eligible for discount with the Swiss National Bank at preferential rates set by the federal government and issued by companies which under Swiss federal law are required to maintain stocks of certain essential raw materials and foodstuffs.
Industry:Banking
Claim or receivable which is secured by a mortgage or lien on a ship pledged as collateral.
Industry:Banking
Also: deviation of return. Parameter measuring the volatility of the relative performance which indicates the (e.g. monthly) fluctuation of the difference between the portfolio and the benchmark. Especially suitable for monitoring risks incurred as a result of investment decisions.
Industry:Banking
