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OPEC

OPEC（Organization of the Petroleum Exporting Countries），译称欧佩克，（石油输出国组织）。

亚洲、非洲、拉丁美洲一些产[阅读全文]

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招股说明书 Prospectus

招股说明书 Prospectus，公开发行和出售其证券的公司向证券购买人说明该公司财务状况和发行证券的数量、价格的正式印刷文件。该说明书[阅读全文]

摘要:A specific type of hedging technique. STRIPEs combine interest rate swaps and interest rate caps in order to protect the borrower from changes in interest rates. Under this arrangement, the balance of[阅读全文]

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The rate at which the gamma of an option or warrant will change in relation to underlying price in the underlying market. More specifically, it is the third order derivative of an options value to [阅读全文]

摘要:A non-standard financial option with no fixed maturity and no exercise limit. While the life of a standard option can vary from a few days to several years, a perpetual option (XPO) can be exercised a[阅读全文]

摘要:An annuitization-method option with which the annuitant selects a specific time period for which the annuity income payments will last. This is unlike the more commonly selected life option, with whic[阅读全文]

摘要:An exotic option that is valued according to pre-determined price requirements for its underlying asset or commodity.

The payoffs associated with these options are determined by the path[阅读全文]

摘要:An exotic call option that's value is determined by the differing performance of two underling assets or securities. The holder gains on the amount one asset outperforms another, both of which are pr[阅读全文]

摘要:The initial or primary transaction of an options contract. Rights for a buyer are created as is the obligation of the seller.

For example, by writing a call option, an investor is making[阅读全文]

摘要:1. The total number of options and/or futures contracts that are not closed or delivered on a particular day.

2. The number of buy market orders before the stock market opens.

1. [阅读全文]

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1. The process a government uses to swap out floating stock or short-term bonds for long-term bonds. Because floating stock does not guarantee payout or a fixed rate of interest, swapp[阅读全文]

摘要:An option that can only be exercised at the end of its life, at its maturity. European options tend to sometimes trade at a discount to its comparable American option. This is because American options[阅读全文]

摘要:英文名称：Capped Option 中文名称：有上限期权指预先设定有利润上限的一种期权，当其相关证券价格等于或高于（对买入期权而言）或相等于或低于（对出售期权而言）期权上限价格时，期权将会自动被行使。[阅读全文]

摘要:A term used by many brokerages to represent the opening of a long position in option transactions.

Investor can buy to open either (or a combination of) puts or calls, and thus will be h[阅读全文]

摘要:The amount of time an investor must wait until he or she can withdraw funds from an annuity without facing a penalty. Withdrawing money before the agreed-upon holding period can result in a surrender [阅读全文]

摘要:An account created in 1982 that offers a higher interest rate than a NOW account but lower interest than a money market account.

Specific requirements, such as minimum deposits and inter[阅读全文]

摘要:A system that allows firms making an issue to produce a short form prospectus. The short form prospectus must contain any material changes not previously reported.
There are some issuers who con[阅读全文]

摘要:A ratio developed by Nobel laureate William F. Sharpe to measure risk-adjusted performance. The Sharpe ratio is calculated by subtracting the risk-free rate - such as that of the 10-year U.S. Treasury[阅读全文]

摘要:A formal legal document, which is required by and filed with the Securities and Exchange Commission, that provides details about an investment offering for sale to the public. A prospectus should cont[阅读全文]

摘要:1) An investment company whose purpose is to collect investment funds from a pool of individual investors and invest them in financial securities.

2) The underwriting procedure which must be co[阅读全文]