on 2023/07/21 by alex1, []

The allocation (monitored on an ongoing basis) of a portfolio or the assets of an investment management company according to – different types of investments (such as equity investments, financial instruments, real estate, precious metals) – different maturities, – different currency areas, or – geographic regions in order to limit risks. – See investment committee, […]

on 2023/07/21 by alex1, []

(Large) investors find too few (normal, healthy) offers on the financial market and as a result turn to more fraught with risks; their risk appetite increases and with it the risk of suffering losses from such pick-ups. – See Wait-and-see attitude, Attentism, Megamania, Risk capital, Piece deprivation. Attention: The financial encyclopedia is protected by copyright […]

on 2023/07/21 by alex1, []

Generally, the ranking of an asset, which varies from one asset to another, to serve as a safe investment of stable value or to stand out as an investment. – A security that has generally been rated by rating agencies as suitable for investment. – See investment committee, investment risk, income pursuit, monetary value, investment, […]

on 2023/07/21 by alex1, []

The – bringing together of partners or even just – the proof of transactions concerning the acquisition and sale of securities, money market instruments or derivatives. In Germany, the relevant services are subject to licensing, and relevant firms are subject to supervision by the Federal Financial Supervisory Authority. – See agent, tied, investment advice, broker, […]

on 2023/07/21 by alex1, []

Unless otherwise defined, asset management is the acquisition and sale of financial instruments for an investment community consisting of natural persons with the aim of enabling investors to participate in the performance of the securities acquired. Such services have been subject to licensing since 2009. – See investment model, collective. – Cf. BaFin Annual Report […]

on 2023/07/21 by alex1, []

All precautions aimed at preventing abuses in all sectors on the supply side of the financial market. In the course of this, the „Act to Strengthen Investor Protection and Improve the Functioning of the Capital Market (AnsFuG)“ was passed in Germany in spring 2011. – See share buyback, oversight, committee mania, supervision, full, capture theory, […]

on 2023/07/21 by alex1, []

A bond whose terms of issue stipulate the issuer’s right to postpone the repayment date (contractual privilege of the issuer of lengthening the repayment schedule of the bond). This does not affect the interest payable on the bond. – However, some creditors offer a higher interest rate from the time the redemption period is extended […]

on 2023/07/21 by alex1, []

Generally, a fixed-income security that includes special supplemental agreements between the issuer and the acquirer; examples include equity-linked bonds or credit-linked notes. In the context of leveraged buyouts, CLO funds also issue special bonds tailored to the financing structure of the respective transaction, often also with a high risk content. – Cf. Deutsche Bundesbank Monthly […]

on 2023/07/21 by alex1, []

Unless otherwise defined, in the financial market generally the announcement of a new type of financial product. – In particular, also the announcement of a fund (subfund, share class) being established by a capital management company; often with the offer to investors to switch to this newly established fund in whole or in part and […]

on 2023/07/21 by alex1, []

Until the 19th century, a tax levied in varying amounts in individual places on the purchase or consumption of – beverages, grain, meat and other foodstuffs (victuals) and – in some places also on all so-called store wares. The excise is considered the forerunner of today’s turnover tax. – See Akzisant, Biergeld, Brotlizent, Detz, Krügergeld, […]