T
-
A loan that is repaid over a fixed period of time, typically with periodic interest payments.
-
A document outlining the terms and conditions of a proposed investment, including the type and amount of funding, the valuation of the company, and any other relevant details.
-
The process of digitally representing real, physical assets on distributed ledgers, or issuing traditional asset classes in tokenised form.
-
The extent to which investors have ready access to required financial information about a company, such as: prior track record, investor suitability, investment methods, market depth, and audited financial reports. Investors also require transparency with investment firms and funds surrounding the various fees that'll be charged to them.
-
A measure of financial performance that takes into account capital appreciation, representing the change in the market price of an asset, as well as investment income generated from dividends, interest payments and other distributions, over a specific period of time. Total return is often expressed as a percentage of the initial investment, and it is an important metric for evaluating the overall performance of an investment over time.
-
Any type of investment, financial account, or savings plan that is either exempt from taxation, tax-deferred, or that offers other types of tax benefits.
-
The amount of capital that a fund manager wishes to raise for a specific fund during the fundraising period.
-
Pieces of a pooled collection of securities, usually debt instruments, that are split up by risk or other characteristics in order to be marketable to different investors. Tranches carry different maturities, yields, and degrees of risk—and privileges in repayment in case of default.
-
A date upon which a trade takes place for a security or other financial instrument. The transaction date represents the time at which ownership officially transfers.
-
Transparency refers to the level of disclosure and access to portfolio reporting, such as underlying holdings and risk metrics (i.e., not just portfolio performance). For certain fund types such as alternative investment mutual funds, specific transparency and reporting is mandated.
-
When a company that has experienced a period of poor performance moves into a period of a financial recovery
-
The financial recovery of a company that has been performing poorly for an extended time.
-
A legal concept in corporate law that allows minority shareholders to sell their shares under the same conditions as majority shareholders.
-
The portion of shares that a company keeps in its own treasury.