Glossary A

Glossary A

Access to capital markets

The ability for companies to raise funds through the issuance of securities in public markets, such as stocks and bonds.

  • Primary Vs. Secondary Markets: Investment Banking (Defined)
  • Account planning

    The process of developing a strategic plan for managing and growing client accounts in investment banking.

  • Commercial Vs. Investment Banking: Functions and Features (Discussed)
  • Accredited investors

    Individuals or entities with a high net worth or income who are allowed to invest in private securities offerings.

  • Private Equity Vs. Venture Capital: Investment (Comparison)
  • Acquisition Financing

    The process of obtaining funding to acquire another company or business.

  • Leveraged Buyout Vs. Management Buyout: Deal Types (Explained)
  • Acquisitions

    The process of one company acquiring another company through a purchase or merger.

  • Mergers Vs. Acquisitions: Demystifying Corporate Actions (Guide)
  • Private Equity Vs. Venture Capital: Investment (Comparison)
  • Advisory Services

    Services provided by financial professionals to help clients make investment decisions.

  • Bulge Bracket Vs. Boutique: Understanding Bank Types (Decoded)
  • Underwriting Vs. Advisory: Investment Banking Services (Unpacked)
  • Algorithmic Trading

    The use of computer algorithms to execute trades in financial markets.

  • Prop Trading Vs. Flow Trading: Distinct Strategies (Unveiled)
  • Buy Side Vs. Sell Side: Investment Banking (Clarified)
  • Allocation of securities

    The process of distributing securities to investors in a new securities offering.

  • Primary Issuance Vs. Secondary Trading: Market Phases (Defined)
  • Allocation of shares

    The process of dividing shares in an initial public offering (IPO) among investors.

  • Primary Vs. Secondary Markets: Investment Banking (Defined)
  • Allotment

    The process of allocating shares in an initial public offering (IPO).

  • IPO Vs. Direct Listing: Understanding Public Offerings (Demystified)
  • Alpha generation

    The process of generating returns that exceed the market average.

  • Prop Trading Vs. Flow Trading: Distinct Strategies (Unveiled)
  • Alternative investments

    Investments in assets other than stocks, bonds, and cash, such as real estate or commodities.

  • Asset Management Vs. Investment Banking: Roles (Distinct)
  • Bulge Bracket Vs. Boutique: Understanding Bank Types (Decoded)
  • Private Equity Vs. Venture Capital: Investment (Comparison)
  • Angel investors

    High net worth individuals who invest in start-up companies in exchange for equity.

  • Private Equity Vs. Venture Capital: Investment (Comparison)
  • Anti-money laundering (AML)

    Measures taken to prevent the use of financial systems for illegal activities such as money laundering.

  • Commercial Vs. Investment Banking: Functions and Features (Discussed)
  • Antitrust laws

    Laws that regulate competition and prevent monopolies.

  • Buy Side Vs. Sell Side: Investment Banking (Clarified)
  • Mergers Vs. Acquisitions: Demystifying Corporate Actions (Guide)
  • Arbitrage

    The practice of buying and selling assets to profit from price discrepancies in different markets.

  • Buy Side Vs. Sell Side: Investment Banking (Clarified)
  • Arbitrage opportunities

    Opportunities to profit from price discrepancies in different markets.

  • Prop Trading Vs. Flow Trading: Distinct Strategies (Unveiled)
  • Primary Issuance Vs. Secondary Trading: Market Phases (Defined)
  • Art and collectibles investing

    Investing in art and collectibles for potential financial gain.

  • Bulge Bracket Vs. Boutique: Understanding Bank Types (Decoded)
  • Asset allocation

    The process of dividing investments among different asset classes to achieve a desired risk and return profile.

  • Asset Management Vs. Investment Banking: Roles (Distinct)
  • Asset-backed securities

    Securities backed by a pool of assets such as mortgages or car loans.

  • Structured Products Vs. Derivatives: Complex Investments (Demystified)
  • Asset-Based Valuation Method

    A method of valuing a company based on the value of its assets.

  • Private Equity Vs. Venture Capital: Investment (Comparison)
  • Asset management

    The management of investments on behalf of clients.

  • Bulge Bracket Vs. Boutique: Understanding Bank Types (Decoded)
  • Asset Management Vs. Investment Banking: Roles (Distinct)
  • Equity Vs. Debt Financing: Investment Banking (Explained)
  • Asset management firms

    Companies that manage investments on behalf of clients.

  • Buy Side Vs. Sell Side: Investment Banking (Clarified)
  • Asset purchase agreement (APA)

    A legal agreement outlining the terms of a sale of assets between two parties.

  • Mergers Vs. Acquisitions: Demystifying Corporate Actions (Guide)
  • Buy Side Vs. Sell Side: Investment Banking (Clarified)
  • Audit and assurance

    Independent evaluation of financial statements to ensure accuracy and compliance with regulations.

  • Asset Management Vs. Investment Banking: Roles (Distinct)
  • Autocallable notes

    Structured products that pay out a fixed return if certain conditions are met.

  • Structured Products Vs. Derivatives: Complex Investments (Demystified)