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  2. Assets under management - Wikipedia

    en.wikipedia.org/wiki/Assets_under_management

    Assets under management is a popular metric used within the traditional investment industry as well as for {decentralized finance} , [3] such as cryptocurrency, to measure the size and success of an investment management entity. [4] AUM represents the market value of all of the securities that a financial entity owns and manages, or simply ...

  3. Off-balance-sheet - Wikipedia

    en.wikipedia.org/wiki/Off-balance-sheet

    The formal accounting distinction between on- and off-balance-sheet items can be quite detailed and will depend to some degree on management judgments, but in general terms, an item should appear on the company's balance sheet if it is an asset or liability that the company owns or is legally responsible for; uncertain assets or liabilities ...

  4. Net asset value - Wikipedia

    en.wikipedia.org/wiki/Net_asset_value

    The valuation of the assets and liabilities of an open-ended fund is therefore very important to investors. If the NAV in the above example had, with the same assets, been calculated as $160 million (and the NAV per share as $160), the investor would have been given 250,000 shares and would become entitled to 1/5 of the fund's value.

  5. Global assets under management - Wikipedia

    en.wikipedia.org/wiki/Global_assets_under_management

    In finance, global assets under management consists of assets held by institutional investors and individual investors around the world. For example, these institutional investors include asset management firms , pension funds , endowments , foundations , sovereign wealth funds , hedge funds , and private equity funds .

  6. Capital asset pricing model - Wikipedia

    en.wikipedia.org/wiki/Capital_asset_pricing_model

    An estimation of the CAPM and the security market line (purple) for the Dow Jones Industrial Average over 3 years for monthly data.. In finance, the capital asset pricing model (CAPM) is a model used to determine a theoretically appropriate required rate of return of an asset, to make decisions about adding assets to a well-diversified portfolio.

  7. Asset and liability management - Wikipedia

    en.wikipedia.org/wiki/Asset_and_liability_management

    Asset-Liability Management by riskglossary.com; Asset - Liability Management System in banks - Guidelines Reserve Bank of India; Asset-liability Management: Issues and trends, R. Vaidyanathan, ASCI Journal of Management 29(1). 39-48; Price Waterhouse Coopers Status of balance sheet management practices among international banks 2009

  8. Asset - Wikipedia

    en.wikipedia.org/wiki/Asset

    Assets represent value of ownership that can be converted into cash (although cash itself is also considered an asset). [1] The balance sheet of a firm records the monetary [2] value of the assets owned by that firm. It covers money and other valuables belonging to an individual or to a business. [1] Total assets can also be called the balance ...

  9. 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.