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The A to Z of Key Wealth Management and Investment Terms

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Glossary

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Earnings
Efficient Frontier
Efficient Market Theory
EMTN (Euro Medium Term Note)
Endowment
Equity
Equity Arbitrage
Equity Fund
Equity Linked Investment / Equity Linked Note
Equity Warrant (also see Structured Warrant)
Escrow
Estate Planning
Eurobond
Event-driven
Exchange Traded Fund (ETF)
Executor
Exercise Price
Exotic Option

Fair Market Value
Fees
Fiduciary Services
Financial Planner
Fixed Income Assets
Fixed Income Fund Manager
Fixed Income Securities
Forward Contract
Front-end Load
Fund Manager
Fund of Fund
Fundamental Analysis
Futures

Gearing
Government Debt
Growth Style

Hedge Fund
Hedging
High Net Worth Individuals
High-Yield Bond

Immunisation
Implied Volatility
In-the-Money (also see Out-of-the-Money and At-the-Money)
Income Fund
Index
Index Investing
Index Options
Index Tracking
Index Warrant
Inflation
Insurance
Insurance Premium
Interest
Interest Rate
Investment Adviser
Investment Portfolio

Knock-in Option
Knock-out Option

Ladder Option
Leverage
Liabilities
Lien
Liquidity
Liquidity Risk
Loan
Long-only Strategy
Long/Short Strategy
Longevity Risk
Look-back Investment
Loss Aversion

Margin
Margin Call
Margin Trading
Mark-to-Market
Market Neutral
Market Risk
Mass Affluent
Maturity
Mental Accounting
Mezzanine
Mis-selling
Money Laundering
Money Market Fund
Money Markets
Monte Carlo Simulation
Mortgage Protection Policy

NAV (Net Asset Value)
Negative Equity
Net Worth
Non-directional Investing

Omission Regret (also see Commission Regret)
Open Architecture
Open-end Fund
Operational Risk
Option Payouts (European, American, Bermudan)
Options
Options (Asian Option / European Option)
Out-of-the-Money (also see In-the-Money and At-the-Money)
Outperformance Option

Partial Principal Protection
Passive Management (also see Active Management)
Path Dependent Option
Pension Plan
Portfolio Construction
Portfolio Optimisation
Portfolio Risk
Portfolio Turnover Ratio
Premium
Present Value
Prime Broker
Principal
Private Banker
Probate
Prospectus
Put Option

Quantitative Analysis
Quanto Option

Redemption / Redemption Price
Regret Avoidance / Regret Aversion
Relationship Managers
Relative Value
Reverse Convertible Bond
Rights Issue
Risk Profile
Risk Tolerance
Risk-Reward / Risk-Return

Segmentation
Short Selling
Sovereign Debt
Sovereign Risk
Speculator
Spread
Stamp Duty
Stock Lending
Stock Options
Strategic Asset Allocation
Strike (price)
Strip Bond
Structured Products
Structured Warrant (also see Equity Warrant)
Suitability
Swap (Total Return Swap and Dividend Swap)
Systematic Manager

Tactical Asset Allocation
Target Redemption Products
Technical Analysis
Term Insurance
Time Horizon
Top-down Investing
Trust
Trust Deed
Trustee

Ultra High Net Worth Individuals

Vanilla Option
VAR (Value at Risk)
Vendor
Volatility

Warrant
Wealth Management
Wills
Withholding Tax
Wrap Account

Yield
Yield Curve
Yield-to-Maturity

Zero Coupon Bond

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