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  2. Financial market - Wikipedia

    en.wikipedia.org/wiki/Financial_market

    See Statistical analysis of financial markets, statistical finance Much effort has gone into the study of financial markets and how prices vary with time. Charles Dow , one of the founders of Dow Jones & Company and The Wall Street Journal , enunciated a set of ideas on the subject which are now called Dow theory .

  3. Socially responsible investing - Wikipedia

    en.wikipedia.org/wiki/Socially_responsible_investing

    This report also includes data on the African sustainable investing market, from the African Investing for Impact Barometer, and on Latin America from the Principles for Responsible Investment. The 2018 report shows that globally, sustainable investing assets in the five major markets stood at US$30.7 trillion at the start of 2018, a 34% ...

  4. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Attribution analysis attempts to distinguish which of the various different factors affecting portfolio performance is the source of the portfolio's overall performance. Specifically, this method compares the total return of the manager's actual investment holdings with the return for a predetermined benchmark portfolio and decomposes the ...

  5. Financial analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_analysis

    Financial analysis (also known as financial statement analysis, accounting analysis, or analysis of finance) refers to an assessment of the viability, stability, and profitability of a business, sub-business, project or investment.

  6. Financial statement analysis - Wikipedia

    en.wikipedia.org/wiki/Financial_statement_analysis

    Financial statement analysis (or just financial analysis) is the process of reviewing and analyzing a company's financial statements to make better economic decisions to earn income in future. These statements include the income statement , balance sheet , statement of cash flows , notes to accounts and a statement of changes in equity (if ...

  7. Fundamental analysis - Wikipedia

    en.wikipedia.org/wiki/Fundamental_analysis

    Fundamental analysis, in accounting and finance, is the analysis of a business's financial statements (usually to analyze the business's assets, liabilities, and earnings); health; [1] competitors and markets. It also considers the overall state of the economy and factors including interest rates, production, earnings, employment, GDP, housing ...