Search results
Results from the WOW.Com Content Network
To perform attribution on a portfolio, one must also run attribution on its associated benchmark, and this frequently presents substantial difficulties. To provide attribution information at the same level of detail for a benchmark, one needs extensive, detailed weights and returns, and these are often hard to find.
Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .
In investment banking, PnL explained (also called P&L explain, P&L attribution or profit and loss explained) is an income statement with commentary that attributes or explains the daily fluctuation in the value of a portfolio of trades to the root causes of the changes.
Attribution (psychology), concept in psychology whereby people attribute traits and causes to things they observe; Extreme event attribution, estimation of how climate change affects recent extreme weather events; Performance attribution, technique in quantitative finance for explaining the active performance of a portfolio
Purchase price allocation (PPA) is an application of goodwill accounting whereby one company (the acquirer), when purchasing a second company (the target), allocates the purchase price into various assets and liabilities acquired from the transaction.
TBO is a financial estimate intended to help buyers and owners determine the direct and indirect benefits of a product or system. [2] It is used to determine potential return on investment (ROI). The usage of TBO may lead to an increase in efficiency and productivity of a business, improvements in decision-making , or improvements in the workforce.
Original Issue Discount (OID) is a type of interest that is not payable as it accrues. OID is normally created when a debt, usually a bond, is issued at a discount.In effect, selling a bond at a discount converts stated principal into a return on investment, or interest.
To promote financial products that do not involve debt, banks and other firms will often quote the APY (as opposed to the APR because the APY represents the customer receiving a higher return at the end of the term). For example, a certificate of deposit that has a 4.65% APR, compounded monthly, would instead be quoted as a 4.75% APY. [1]