Holding Period Return

A legal requirement for financial firms to understand exactly who their customers are. Used to prevent money laundering and terrorist financing.

Learn what Money Weighted Rate of Return or MWRR stands for in finance.

The concept that money you have now is more valuable than the same sum in the future.

A tax deduction made at the source of the payment.

A security that is sold outside of an exchange.

A way of calculating compound returns on an investment or savings over a set period of time.

A measure of how much the prices of an asset or index vary over time.

Unique to the UK, these funds pool together money to invest from multiple investors.

Learn what quick ratio stands for in financial terms and how to calculate it.