Glossary Index | Categories | Tagged Terms

Terms with Tag Investment

Annuity Factor Method -
Basis

(Canadian Imperial Bank of Commerce) Investor Services, Inc. (CISI) — Company, Canada,
Absolute Return (AR) — Acronym, Important,
- A strategy to obtain positive returns on an investment portfolio regardless of market conditions.
➥ In relation to assets and portfolios.
Accounting Rate of Return (ARR, AROR) — Acronym,
Accrual Method — Definition,
- Business accounting in which you report income in the year you earned it and expenses in the year you incur them, rather than reporting income and expenses when you receive payment or when you pay the expenses. Under this method, if you built a deck and billed the client in December 1999, the amount you charged would be reported in 1999 as income even if you didn't get the payment until January 2000. If you own a business that maintains an inventory, you are required to use the accrual method.
Accumulation Period (AP) — Acronym, Important,
- The period where an investor continues to put money into his or her investment(s).
Acid-Test Ratio — Definition,
- A ratio that determines the liquidity of a company without requiring the company to sell assets or inventory.
Actuarial Table — Definition,
- A table used in actuarial science that outlines the statistical probability that an individual of a specific age and sex will die within a year.
Actuary — Definition,
- An individual who assesses the mechanisms, mathematics and complexities of risk and uncertainty.
Adjusted Cost Base (ACB) — Acronym, Canada, Important,
Adjusted Net Worth (ANW) — Acronym,
Advocis Protective Association (APA) — Company, Canada,
➥ Protects Advocis members by offering comprehensive errors and omissions insurance coverage.
Agency (agcy) — Abbreviation,
- A relationship between two parties -- a client and an agent -- in which the agent represents the client in transactions with a third party.
Agent (agt) — Abbreviation,
- A person who acts on behalf of another. In real estate, an agent is a person who conducts transactions on behalf of sellers and sometimes buyers.
Alberta Heritage Savings Trust Fund (AHSTF) — Acronym, Alberta, Canada,
Alberta Securities Commission (ASC) — Company, Calgary, Alberta, Canada, Important,
- Regulatory agency responsible for administering the Province of Alberta's securities laws.
➥ A member of the Canadian Securities Administrators (CSA).
American Depositary Receipt (ADR) — Acronym,
- A negotiable certificate issued by U.S. banks representing ownership or a claim on foreign securities.
American Growth Fund (AGF) — Company Est. 1957, Toronto, Ontario, Canada,
➥ Canadian investment management firm.
Angel Investors — Definition,
- Private individuals with capital to invest in business enterprises.
Annual Crediting Cap — Definition,
- The highest rate that can be credited to an equity-indexed annuity in a year.
Annual Rate of Return (AROR) — Acronym,
Annualized Internal Rate of Return (AIRR) — Acronym,
- The internal rate of return on an investment that makes the net present value of all cash from a particular investment equal to zero.
Annualized Return on Investment (AROI) — Acronym,
Annuitant — Definition,
- An individual who owns or is the recipient of an annuity.
Annuitization — Definition,
- The process of turning a retirement plan or annuity into income in the form of periodic payments or a single lump sum.
Annuitization Options — Definition,
- The different income dispersal options available when annuitizing a retirement plan or annuity, such as the timeframe and list of beneficiaries.
Annuity — Definition,
- A regular periodic payment made by an insurance company to a policyholder for a specified period of time.
- A financial instrument that disperses a number of payments over a set period of time.
Annuity Certain — Definition,
- A type of annuity that makes payments to the annuitant for a set term; payments stop when the agreed upon term ends, even if the annuitant is still alive after the term ends.
Annuity Consideration — Definition,
- The payment(s) made by an individual in order to accumulate value in an annuity.
Annuity Contract — Definition,
- A contract that outlines each party's responsibilities as they relate to an annuity.
Annuity Due (AD) — Acronym, Important,