Global Investment Performance Standards (GIPS)

A set of standards which investors use to present their investment results.

A set of standards which investors use to present their investment results.

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Beta

Learn what Beta stands for in finance.
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Withholding Tax

A tax deduction made at the source of the payment.
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Conventional gilts

Gilts where the dividends and principal repayments are fixed in nominal terms. This is as opposed to an index-linked gilt where the dividends and principal repayments are related to movements in the Retail Prices Index (RPI).
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Balance sheet

A summary of a company's finances, including its assets, liabilities and shareholder equity.
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Maturity value

What's the maturity value of a bond?
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Arithmetic Mean

The sum of a set of numbers added together and then divided by the total amount of numbers in that set.
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Retail Prices Index (RPI)

An index published each month by the Office for National Statistics, which measures the level of retail prices in the UK. Cash flows on all index-linked gilts are linked to the RPI.
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Equity

The amount of money a company would be left with by subtracting its liabilities from the value of its assets.
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Fundamentals

The data or information that is likely to impact a company's stock price.
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