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  2. Fund accounting - Wikipedia

    en.wikipedia.org/wiki/Fund_accounting

    The United States government uses accrual basis accounting for all of its funds. Its consolidated annual financial report uses two indicators to measure financial health: unified budget deficit and net operating (cost)/revenue. [53] The unified budget deficit, a cash-basis measurement, is the equivalent of a checkbook balance.

  3. Assets under management - Wikipedia

    en.wikipedia.org/wiki/Assets_under_management

    Net asset value (NAV) is the total value of assets minus all its liabilities of a fund, such as a mutual fund or ETF, often shown on a per-share basis. NAV shows what price shares in a fund can be bought and sold at. AUM by contrast refers to the value of assets managed by an individual or firm, not a fund. Unlike NAV, AUM is in reference to ...

  4. Cash and cash equivalents - Wikipedia

    en.wikipedia.org/wiki/Cash_and_cash_equivalents

    Cash in saving accounts is generally for the saving purposes so that they are not used for daily expenses. Cash in checking accounts allow to write checks and use electronic debit to access funds in the account. Money order is a financial instrument issued by government or financial institutions which is used by payee to receive cash on demand ...

  5. Basis of accounting - Wikipedia

    en.wikipedia.org/wiki/Basis_of_accounting

    In accounting, a basis of accounting is a method used to define, recognise, and report financial transactions. [1] The two primary bases of accounting are the cash basis of accounting, or cash accounting, method and the accrual accounting method. A third method, the modified cash basis, combines elements of both accrual and cash accounting.

  6. Why Are REIT P/E Ratios So Darn High? - AOL

    www.aol.com/news/2013-10-08-reits-and-pe-ratios...

    In fact, if you're used to staring at REIT P/E ratios of 30-50, you'd probably think REITs are downright cheap when you look at P/FFO. A REIT's P/FFO is a really good way to work out a theoretical ...

  7. Management fee - Wikipedia

    en.wikipedia.org/wiki/Management_fee

    Often the management fee is initially based on the total investor commitments to the fund (i.e., the fund size) as investments are made. After the end of the commitment period, ordinarily four–six years, the basis for calculating the fee will change to the cost basis of the fund, less any investments that have been realized or written-off.

  8. Mutual Fund Turnover Ratio: What It Is and Why It Matters - AOL

    www.aol.com/news/mutual-fund-turnover-ratio-why...

    Mutual funds can help diversify your investment portfolio. When comparing mutual funds, there are several key metrics to pay attention to, including the expense ratio and the turnover ratio. A ...

  9. Pre-money valuation - Wikipedia

    en.wikipedia.org/wiki/Pre-money_valuation

    "Pre-money valuation" is a term widely used in the private equity and venture capital industries. It refers to the valuation of a company or asset prior to an investment or financing. [1] If an investment adds cash to a company, the company will have a valuation after the investment that is equal to the pre-money valuation plus the cash amount.

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