- Industry: Financial services
- Number of terms: 25840
- Number of blossaries: 0
- Company Profile:
UBS AG, a financial services firm, provides wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide.
Method of determining the true or intrinsic value of a share on the basis of fundamental factors (e.g. balance sheet, income statement, management record, overall industry). Used as a gauge of future profit and dividend growth. A share trading lower than its estimated intrinsic value is classed as underpriced.
Industry:Banking
Person party to confidential information on the strength of his or her professional position. Normally used in connection with information which when made public is likely to have a significant influence on the price of securities. See also insider transactions.
Industry:Banking
(1) Highest price given for the purchase or sale of securities (price limit).
(2) Upper limit for the utilization of a credit (credit line).
Industry:Banking
Provision in a company's articles of association whereby it shall not be bound by the obligation to make a public offer if it acquires more than one-third of the voting rights of a listed company. See also public offer.
Industry:Banking
Accounting term denoting an amount of money set aside from profits and other company funds transferred from surplus or undivided profits to a special liability account. In Switzerland, the Swiss Federal Code of Obligations and the Banking Law require the formation of reserves. Reserves serve an important safety function but are also used for self-financing. See also legal reserves, voluntary reserves, disclosed reserves, statutory reserves, undisclosed reserves.
Industry:Banking
Cessation of trading in a certain security during an ongoing trading session. On Swiss Exchange, a Stop Trading is automatically triggered as soon as there is a certain percentage difference between two paid prices. See also à la criée trading.
Industry:Banking
Also: asset management, wealth management. The management of a portfolio or certain assets by a portfolio manager assigned this function on the basis of a management mandate. The banks perform portfolio management services in connection with their custody activities. See also managed account, sealed safekeeping account, open safekeeping account.
Industry:Banking
Abbreviation: GIPS. Recommendations issued by the Association for Investment Management and Research (AIMR) aimed at ensuring globally uniform and modern performance reporting. The objectives are to ensure full disclosure and fair presentation of the performance of asset managers, and also to enable performance comparisons. See also Swiss Performance Presentation Standards.
Industry:Banking
Abbr.: SPPS. Recommendations issued by the Swiss Bankers Association aimed at ensuring uniform and modern performance reporting. The objectives are to ensure full disclosure and fair presentation of the performance of asset managers, and also to enable performance comparisons. See also Global Investment Performance Standards (GIPS), Gold GIPS.
Industry:Banking
Grenzwert festlegen den nächsten gezahlten Preis wird einen Kauf auslösen oder Verkaufsantrag Exchange gesendet werden. Eine Kauforder wird ausgelöst, wenn der letzte Preis an der Börse größer oder gleich dem Grenzwert des Triggers ist. Eine Verkaufsorder wird ausgelöst, wenn der letzte Preis an der Börse gleich oder kleiner als das Trigger-Limit ist.
Industry:Banking
