Financial services

Financial services

Related to any service provided by the finance industry, which encompasses a broad range of organisations that deal with the management of money.

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Financial services > Funds

capital gain

Financial services; Funds

Profit generated when a security is sold. Mutual funds buy and sell portfolio securities continuously, generating long- and short-term capital gains and losses. If a fund's ...

capital gains distribution

Financial services; Funds

Payments of profits, or gains, realized on the sale of the fund's portfolio securities. These amounts are usually paid once a year to mutual fund shareholders.

capital preservation

Financial services; Funds

The degree of comfort of the fund's ability to minimize risk of principal.Recommendations include: H - High degree of comfort. M - Moderate degree of comfort. L - Low degree of ...

capital preservation (investor profile)

Financial services; Funds

Objective is to maintain capital. Adjusted for inflation, investment returns may be very low or in some years, negative, in exchange for high liquidity and reduced risk of ...

capitalization

Financial services; Funds

The size of a company based on the market value of all outstanding securities. A company's stock market capitalization equals the market price of its common stock multiplied by ...

cash

Financial services; Funds

Refers to the positive number resulting from the aggregation of each account's Cash, short positions and margin balance. Where multiple accounts are included in the analysis, both ...