- Branche: Financial services
- Number of terms: 73910
- Number of blossaries: 1
- Company Profile:
World's leading financial information-service, news, and media company.
Compensation paid to commodities trading advisers or to any practitioner who achieves above-average returns. Sometimes called performance fee.
Industry:Financial services
Refers to over-the-counter trading. Having an offer taken in a stock, followed by the market maker raising the offer price.
Industry:Financial services
An Option that has met certain tax requirements entitling the optionee to favorable tax treatment. Such an option is free from regular tax at the date of grant and the date of exercise (when a non-qualified option would become taxable). If two holding period tests are met (two years between grant date and sale date and one year between the exercise date and sale date), the profit on the option qualifies as a long term capital gain rather than ordinary income. If the holding periods are not met, there has been a "disqualifying disposition".
Industry:Financial services
Financial intermediaries who perform a variety of services, including aiding in the sale of securities, facilitating mergers and other corporate reorganizations, acting as brokers to both individual and institutional clients, and trading for their own accounts. See: Underwriters.
Industry:Financial services
Closing out one side of a long-short arbitrage before the other is closed.
Industry:Financial services
Trading of shares between companies in order to create a tax or financial benefit for the companies involved.
Industry:Financial services
A document that serves as proof that an individual has an investment in a savings and loan association.
Industry:Financial services
Selling some part of a stock or bond position in a portfolio to realize capital gains or to losses or increase cash assets.
Industry:Financial services
Category to which certain income is allocated. Losses in one basket may not be used to offset gains in another basket. Specified in U.S. tax code.
Industry:Financial services