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  2. Equity method - Wikipedia

    en.wikipedia.org/wiki/Equity_method

    The investor records such investments as an asset on its balance sheet. The investor's proportional share of the associate company's net income increases the investment (and a net loss decreases the investment), and proportional payments of dividends decrease it. In the investor’s income statement Equity accounting may also be appropriate ...

  3. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice. An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility .

  4. Associate company - Wikipedia

    en.wikipedia.org/wiki/Associate_company

    In Europe, investments into associate companies are called fixed financial assets. Associate value in the enterprise value equation is the reciprocate of minority interest. Under the UK Companies Act 2006, two companies are "associated" if one company is a subsidiary of the other or both are subsidiaries of the same body corporate. [1]

  5. Jones v. Harris Associates - Wikipedia

    en.wikipedia.org/wiki/Jones_v._Harris_Associates

    Jones v. Harris Associates L.P., 559 U.S. 335 (2010), is a case decided by the United States Supreme Court in which investors claimed that the fees they paid to an investment advisor were too steep, violating the Investment Company Act of 1940. [1] [2] [3]

  6. Charles D. Ellis - Wikipedia

    en.wikipedia.org/wiki/Charles_D._Ellis

    Charles “Charley” D. Ellis (born October 22, 1937) is an American investment consultant. In 1972, Ellis founded Greenwich Associates, an international strategy consulting firm focused on financial institutions. Ellis is known for his philosophy of passive investing through index funds, as detailed in his book Winning the Loser’s Game. [1] [2]

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  9. The Only Three Questions That Count - Wikipedia

    en.wikipedia.org/wiki/The_Only_Three_Questions...

    The Only Three Questions that Count: Investing by Knowing What Others Don't is a book on investment advice by Ken Fisher. It was released in December 2006 and spent three months on The New York Times list of "Hardcover business bestsellers" . [1] It was also a Wall Street Journal and a BusinessWeek best seller. [2]