on 2023/07/21 by alex1, []

Investment placed with a (foreign) institution in the name of a bank, but for the account and at the risk of a customer. Usually, such contracts have a fixed term, a certain (minimum) amount at a fixed interest rate. – See investment limit, call money, time deposit. Attention: The financial encyclopedia is protected by copyright […]

on 2023/07/21 by alex1, []

A term commonly used in Switzerland for the assets of a capital management company and also officially introduced in the 1995 Investment Fund Act (IFA). Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes without express consent! University Professor Dr. Gerhard Merk, Dipl.rer.pol., Dipl.rer.oec. Professor Dr. Eckehard Krah, […]

on 2023/07/21 by alex1, []

The responsibility for an investment with the obligation to be personally liable for any losses. – It is indisputable that any kind of investment is made more carefully, the more the responsible person is liable for this investment. As economic history can clearly demonstrate, sooner or later crises and market collapses have always occurred where […]

on 2023/07/21 by alex1, []

Possibility of investing money and setting up a corresponding (mixed) portfolio, for example in shares, funds, participation models or certificates. – Different tranches issued by an investment fund. Each of these securities is issued on the same fund. However, the individual classes are distinguished by precisely disclosed special features, such as, above all, in relation […]

on 2023/07/21 by alex1, []

A decision, guided by – thoughtful consideration and – after a realistic assessment of one’s own strengths – taking into account the consequences of failure, – to engage in the financial market with a risky investment. – See investment, investment willingness, investment risk, investor, bank customer profile, barefoot pilgrim, stock market player, footfisher, shorn, risk […]

on 2023/07/21 by alex1, []

Unflattering term for a special purpose vehicle, namely an entity into which assets are contributed in order to subsequently securitize them in an appropriate form. – See assets, illiquid, conduit company, variable interest entity, securitization, securitization structure. Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes without express […]

on 2023/07/21 by alex1, []

Since 2010, capital management companies have been able to present their fund on no more than two DIN A-4 pages; they no longer require a more extensive sales prospectus. The aim of this provision is to make it easier for customers to obtain a quicker overview of the investment and the associated risks. – See […]

on 2023/07/21 by alex1, []

Legal term used in connection with price manipulation. It is used to assess how an average prudent investor would act if he were aware of manipulative circumstances with respect to the price. – See actor, investor, investor behavior, daimonion, decision usefulness, information overload, price manipulation, market manipulation, feedback loop, circumstances, valuation-significant. – Cf. 2004 Annual […]

on 2023/07/21 by alex1, []

Debt security for which contractually agreed interest is not (or no longer) paid. – See probability of default, debt-equity swap, default, calibration, credit, defaulted, air securities, paper, toxic, reintermediation, debt, defaulted, sovereign debt, denied, discriminatory power, validation, securities, riskless. Attention: The financial encyclopedia is protected by copyright and may only be used for private purposes […]

on 2023/07/21 by alex1, []

A security, usually issued by the government, – the income from which is not subject to a tax deducted at source, or – is not taken into account for income tax purposes, or – is not taken into account for property tax purposes. In financial theory models, such securities are often compared with comparable taxed […]