Home > Industry/Domain > 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.
17Categories 144162Terms
Add a new termContributors in Financial services
Financial services > Personal investment management 
tontine
Financial services; Personal investment management
A financial arrangement whereby a group of individuals each pay an initial lump sum to a controlling authority, who then returns a sum to them at an agreed interval, usually a ...
Buffett Lunch Auction
Financial services; Personal investment management
Warren Buffett's famous one-on-one lunch meeting with anyone with the highest bid to pick his brains on investment or any other topics relating to life in general. All proceeds ...
trophy asset
Financial services; Finance
A particularly valuable or important asset that a company owns. For example, a car manufacturer's three best producing factories may be considered its marquee assets. A marquee ...
Credit Default Swap
Financial services; Personal investment management
A swap designed to transfer the credit exposure of fixed income products between parties. A credit default swap is also referred to as a credit derivative contract, where the ...
asset allocation
Financial services; Personal investment management
The investment strategy that is individualized based on factors such as: age, risk tolerance, investment goals, and horizon. The allocation falls into three main asset classes: ...
'permanent portfolio' theory
Financial services; Personal investment management
Theory developed by Harry Browne in the 1980s, the theory stated that a portfolio of assets equally split between growth stocks, precious metals, government bonds and ...
index benchmarking
Financial services; Personal investment management
Index benchmarking allows the comparison between the performance of a portfolio(of assets) to that of the performance of an index within the market. This process helps determine ...
Sub-categories
- Accountancy (8687)
- Auto loans (1770)
- Commodity exchange (23356)
- Credit rating agencies (109)
- Currency exchange (230)
- Finance (3291)
- Financial instruments (69)
- Funds (10404)
- General Finance (78813)
- Home equity (244)
- Personal investment management (123)
- Private equity (6853)
- Real estate investment (2009)
- Securities brokerage (352)
- Stocks & securities (3732)
- Venture capital (2409)
- World currencies (1807)