Quick reference items are fully completed for Quantitative Methods, Financial Reporting & Analysis, Derivatives, Fixed Income, Alternative Investments, and Equity Investments. The rest of the topic areas will be progressively added over the next few months.
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- 2
- 2-stage Growth Model
- 3
- 30/360 convention
- a
- A priori probability
- ABS
- Accounting for intangible assets
- Accounting profit
- Accounts payable
- Accounts receivable
- Accrual accounting
- Accrued interest
- Accrued liabilities
- Activity ratios
- Actual/Actual convention
- Addition rule
- ADR
- Agency bonds
- Agency RMBS
- Agent
- Alternative hypothesis
- Alternative Trading Systems
- American Depository Receipt
- American option
- American-style option
- Amortisation
- Amortising bonds
- Annuity
- Annuity due
- Appraisal index
- ApproxCon
- Approximate convexity
- Approximate modified duration
- ApproxModDur
- Arbitrage
- Arithmetic mean
- Arms index
- Ascending triangle
- Ask price
- Asset
- Asset-Backed Securities
- At-the-money
- ATS
- Auditor’s opinion
- Available-for-sale securities
- Average cost method
- b
- Backfill bias
- Backup lines of credit
- Backwardation
- Bad debt reserve
- Balance sheet
- Balloon payment
- Balloon risk
- Bank Discount Yield
- Bank guarantee
- Bar chart
- Base fee
- Basic EPS
- Basis point
- Basket of Listed Depository Receipts
- Bayes' formula
- BDY
- Bearer bonds
- Benchmark bonds
- Benchmark rate
- Benchmark issue
- Benchmark spread
- Benchmark yield
- Bernoulli random variable
- Best efforts offering
- Bid–ask spread
- Bid-offer spread
- Bid price
- Bilateral loan
- Bill-and-hold transaction
- Binomial distribution
- Binomial model
- BLDR
- Block broker
- Bollinger band
- Bond auction
- Bond duration
- Bond Equivalent Yield
- Bond indenture
- Book building
- Book value
- Book value of equity
- Book value per share
- bp
- Broad market index
- Broker
- Broker-Dealer
- Brokered market
- Brownfield investments
- Bullet bond
- BVPS
- c
- Call deferment period
- Call market
- Call money rate
- Call option
- Call protection period
- Call provision
- Callable bond
- Candlestick chart
- Cap rate
- CapEX
- Capital Expenditures
- Capital lease
- Capital protected instruments
- Capitalisation
- Capitalisation rate
- Capitalised interest
- Carrying value
- Cash flow statement
- Cash conversion cycle
- Cash flow per share
- Cash flow per share ratio
- Cash flow to revenue ratio
- Cash flow yield
- Cash from financing activities
- Cash from investing activities
- Cash from operating activities
- Cash ratio
- Cash return on assets ratio
- Cash return on equity ratio
- Cash-settled forward contract
- Cash to income ratio
- CBOE VIX
- CCC
- CCR
- CDO
- CDS
- Central bank funds rates
- Central exchange
- Central limit theorem
- Certificate of deposit
- CFF
- CFI
- CFO
- CFR
- Change in polarity
- Channel stuffing
- Chebyshev’s inequality
- Chi-Square test
- Classification of cash flows
- Classified balance sheet
- Clean price
- Clearing instructions
- Clearinghouse
- CLN
- Closed-end fund
- CMBS
- CMO
- CoCos
- Coefficient of Variation
- COGS
- Collateral trust bonds
- Collateral yield
- Collateralised Debt Obligations
- Collateralised Mortgage Obligation
- Collaterals
- Combination formula
- Commercial Mortgage-Backed Securities
- Commercial paper
- Committed capital
- Common stock
- Common shares
- Common-Size Analysis
- Complex capital structure
- Component depreciation method
- Comprehensive income
- Conditional Prepayment Rate
- Conditional probability
- Confidence interval
- Constant-yield price trajectory
- Contango
- Contingency provision
- Contingent convertible bonds
- Continuation pattern
- Continuous trading market
- Continuous compounding
- Continuous market
- Continuous random variable
- Contraction risk
- Contracts for differences
- Contributed capital
- Convenience yield
- Conversion parity
- Conversion premium
- Conversion price
- Conversion ratio
- Conversion value
- Convert LIFO to FIFO statement
- Convertibility provision
- Convertible preference shares
- Convertible preferred stock
- Convertible bonds
- Convertible preference shares
- Convertible preferred shares
- Convexity adjustment
- Corporate Credit Rating
- Corporate Family Rating
- Correlation
- Cost flow method
- Cost model
- Cost of goods sold
- Coupon bonds yield curve
- Coupon rate
- COV
- Covariance
- Coverage ratios
- Covered bonds
- CPR
- Credit tranching
- Credit analysis
- Credit Default Swap
- Credit derivative
- Credit enhancements
- Credit-linked bonds
- Credit-Linked Note
- Credit migration risk
- Credit rating
- Credit rating agencies
- Credit ratings agency
- Credit risk
- Credit risk assessment
- Credit spread option
- Critical value
- Cross-Sectional Analysis
- Cumulative preference shares
- Cumulative voting
- Currency option bonds
- Current assets
- Current liabilities
- Current ratio
- Current yield
- Cyclical companies
- d
- Data mining bias
- Days of Inventory on Hand
- Days Sales Outstanding
- DDM
- Dead cross
- Dealer
- Dealer market
- Debentures
- Debt covenants
- Debt coverage ratio
- Debt payment ratio
- Debt-to-asset ratio
- Debt ratios
- Debt-to-capital ratio
- Debt-to-EBITDA ratio
- Debt-to-equity ratio
- Debt-to-Service Coverage Ratio
- Decennial pattern
- Declaration date
- Default risk
- Default risk premium
- Defensive companies
- Defensive ratio
- Defensive interval ratio
- Deferred coupon bonds
- Deferred tax assets
- Deferred tax liabilities
- Defined benefit plan
- Defined contribution plan
- Deliverable forward
- Depository institutions
- Depository Receipt
- Depreciation
- Derecognition
- Descending triangle
- Descriptive statistics
- Development capital
- Diluted EPS
- Dilutive securities
- Direct financing lease
- Direct method
- Dirty price
- Discontinued operations
- Discount amortisation
- Discount margin
- Discounted cash flow models
- Discrete random variable
- Distressed investing
- Dividend Discount Model
- Dividend payment ratio
- Dividend payout ratio
- DOH
- Double declining balance method
- Double top
- Downgrade risk
- DSC
- DSO
- DTA
- DTL
- Dual-currency bonds
- DuPont system of analysis
- DuPont analysis
- Duration gap
- e
- Earnings guidance
- Earnings per share
- EAY
- EBIT
- EBIT margin
- EBITDA
- ECP
- EffDur
- Effective interest rate method
- Effective yield
- Effective annual rate
- Effective annual yield
- Effective convexity
- Effective duration
- Effective interest amortisation method
- Effective interest rate
- Effective tax rate
- Efficient market
- Electronic Communication Networks
- Elliott wave theory
- Embedded option
- Enterprise value
- Enterprise value multiple
- EPS
- Equal weighting
- Equipment trust certificates
- Equity tranche
- Eurobonds
- Eurocommercial Paper
- European option
- European-style option
- EV
- EV multiple
- Ex-dividend date
- Excess kurtosis
- Exercise price
- Exhaustive events
- Expected loss
- Expected value
- Expenses
- Expiration date
- Extension risk
- Extraordinary items
- f
- F-test
- Face value
- Fair value
- Fair value model
- Fair Value Reporting Option
- Farmland
- FASB
- FCF-to-Debt ratio
- FCFE
- FCFE Model
- FCFF
- FCInv
- Fed funds rate
- FFO
- FFO-to-Debt ratio
- Fiduciary call
- FIFO method
- Finance lease
- Financial Accounting Standards Board
- Financial leverage ratio
- Financial statement analysis framework
- Financial system
- Financing cash flow
- Financing activities
- Fixed asset turnover ratio
- Fixed Capital Investments
- Fixed-charge coverage ratio
- Fixed-for-floating interest rate swap
- Flat price
- Float adjusted market cap weighting
- Floaters
- Floating-Rate Notes
- FOB
- Footnotes
- Forward price
- Forward contract
- Forward rate
- Forward Rate Agreement
- Forward valuation
- Fractile
- Free cash flow
- Free Cash Flow to Equity
- Free Cash Flow to the Firm
- Free-on-board
- Frequency distribution
- Frequency polygon
- FRN
- Full price
- Fully amortising loan
- Fund of funds
- Fund of hedge funds
- Fundamental analysis
- Fundamental weighting
- Funds From Operations
- Future value
- Futures contract
- Futures price
- FV
- g
- G-spread
- GAAP
- GDR
- General obligation bonds
- General partner
- Generally Accepted Accounting Principles
- Geometric mean
- GGM
- Global Depository Receipt
- Global registered shares
- Golden cross
- Goodwill
- Gordon Growth Model
- Government equivalent yield
- Greenfield investments
- Gross Profit Margin
- Guarantee certificate
- h
- Harmonic mean
- Head-and-shoulders pattern
- Hedge fund fee structure
- Hedge fund strategies
- Hedge funds
- Hedged portfolio
- Held-to-maturity securities
- Herding
- Hidden order
- High yield bonds
- High water mark
- Histogram
- Historical simulation
- Holder-of-record date
- Holding Period Yield
- Holding Period Return
- Horizontal common-size statement
- HPR
- Hurdle rate
- i
- I-spread
- IASB
- Iceberg order
- IFRS
- IFRS framework
- Implied forward rate
- In-the-money
- Incentive fee
- Income statement
- Income tax expense
- Independent events
- Index-linked bonds
- Index reconstitution
- Indirect method
- Industry life cycle
- Inferential statistics
- Inflation-linked bonds
- Inflation premium
- Information cascade
- Initial margin
- Initial public offering
- Intangible assets
- Interest coverage ratio
- Interest-only loan
- Interest rate swap
- Interim reports
- Internal rate of return
- International Accounting Standards Board
- International Financial Reporting Standards
- International Organisation of Securities Commissions
- Interpolated spread
- Interval scale
- Inventory adjustments
- Inventory equation
- Inventory turnover ratio
- Inverse floaters
- Investing cash flow
- Investing activities
- Investing and financing ratio
- Investment bank
- Investment grade bonds
- IOSCO
- IPO
- IRR
- j
- January effect
- Joint probability
- Joint probability table
- Junk bonds
- Justified P/E
- k
- K-Wave
- Key rate duration
- Kondratieff wave
- Kurtosis
- l
- Law of one price
- LBO
- Lead underwriter
- Lease classification criteria
- Leptokurtic distribution
- Letter of credit
- Level of confidence
- Level of significance
- Leverage ratios
- Leveraged buyout
- Leveraged instruments
- Leveraged position
- Liabilities
- LIBOR
- Life-cycle stages
- LIFO layer liquidation
- LIFO liquidation
- LIFO method
- LIFO reserve
- Limit order
- Limit order terminology
- Limited partner
- Limited partnership
- Line chart
- Line graph
- Linkers
- Liquidity-based balance sheet
- Liquidity premium
- Liquidity ratios
- Loan-to-value Ratio
- Lockup period
- Log scale
- Logarithmic scale
- London Interbank Offered Rate
- Long-lived assets
- Long-term debt-to-equity ratio
- Loss aversion
- Loss severity
- LTV
- m
- Macaulay duration
- MACD
- MacDur
- Maintenance margin
- Make-whole bond
- Make-whole call provision
- Managed futures funds
- Management buy-in
- Management buyout
- Management fee
- Management’s discussion and analysis
- Margin account
- Margin call
- Margin loan
- Marginal probability
- Market discount rate
- Market yield
- Market cap weighting
- Market liquidity risk
- Market order
- Market value of equity
- Yield-to-maturity