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  2. Trading account assets - Wikipedia

    en.wikipedia.org/wiki/Trading_account_assets

    Trading account assets refer to a separate account managed by banks that buy (underwriting) U.S. government securities and other securities for their own trading account or for resale at a profit to other banks and to the public, rather than for investment in the bank's own investment portfolio. Trading assets are segregated from the investment ...

  3. Treasury management - Wikipedia

    en.wikipedia.org/wiki/Treasury_management

    This can also be described as the need to maintain liquidity, or solvency of the company: a company needs to have the funds available that will enable it to stay in business. [5] In addition to dealing with payment transactions; cash management also includes planning, account organisation, cash flow monitoring, managing bank accounts ...

  4. Portfolio (finance) - Wikipedia

    en.wikipedia.org/wiki/Portfolio_(finance)

    It is a generally accepted principle that a portfolio is designed according to the investor's risk tolerance, time frame and investment objectives. The monetary value of each asset may influence the risk/reward ratio of the portfolio. When determining asset allocation, the aim is to maximise the expected return and minimise the risk.

  5. Portfolio investment - Wikipedia

    en.wikipedia.org/wiki/Portfolio_investment

    Portfolio investments are investments in the form of a group (portfolio) of assets, including transactions in equity, securities, such as common stock, and debt securities, such as banknotes, bonds, and debentures. [1] Portfolio investment covers a range of securities, such as stocks and bonds, as well as other types of investment vehicles.

  6. List of business and finance abbreviations - Wikipedia

    en.wikipedia.org/wiki/List_of_business_and...

    BPO – Business process outsourcing; BPR – Brief project report; BPV – Bank payment voucher; BRD – Business requirements document; BRU – Business recovery unit; BRV – Bank receipt voucher; BTW – By the way; B2B – Business-to-business; B2C – Business-to-consumer; B2G – Business-to-government; BU – Business unit; BUSI ...

  7. Cash management - Wikipedia

    en.wikipedia.org/wiki/Cash_management

    In banking, cash management, or treasury management, is a marketing term for certain services related to cash flow offered primarily to larger business customers. It may be used to describe all bank accounts (such as checking accounts ) provided to businesses of a certain size, but it is more often used to describe specific services such as ...

  8. Fund accounting - Wikipedia

    en.wikipedia.org/wiki/Fund_accounting

    The National Loans Fund is the government's main borrowing and lending account. it is closely linked to the consolidated fund, which is balanced daily by means of a transfer to, or from, the national loans fund. The Exchange Equalisation Account is the government fund holding the UK's reserves of foreign currencies, gold, and special drawing ...

  9. System Open Market Account - Wikipedia

    en.wikipedia.org/wiki/System_Open_Market_Account

    The System Open Market Account (SOMA) is a securities portfolio managed by the Federal Reserve Bank of New York, that holds the assets it has purchased through open market operations (OMOs) in the course of carrying out monetary policy.