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  2. Grinold and Kroner Model - Wikipedia

    en.wikipedia.org/wiki/Grinold_and_Kroner_Model

    The model states that: [] = + + + (/) [1]Where [] are the expected returns is the dividend in next period (period 1 assuming current t=0); is the current price (price at time 0) is the expected inflation rate

  3. Earnings before interest, taxes, depreciation and amortization

    en.wikipedia.org/wiki/Earnings_before_interest...

    A company's earnings before interest, taxes, depreciation, and amortization (commonly abbreviated EBITDA, [1] pronounced / ˈ iː b ɪ t d ɑː,-b ə-, ˈ ɛ-/ [2]) is a measure of a company's profitability of the operating business only, thus before any effects of indebtedness, state-mandated payments, and costs required to maintain its asset base.

  4. Loss given default - Wikipedia

    en.wikipedia.org/wiki/Loss_given_default

    Loss given default or LGD is the share of an asset that is lost if a borrower defaults.. It is a common parameter in risk models and also a parameter used in the calculation of economic capital, expected loss or regulatory capital under Basel II for a banking institution.

  5. Sum of perpetuities method - Wikipedia

    en.wikipedia.org/wiki/Sum_of_Perpetuities_Method

    The income generated by depends on the firm's rate of return on equity and therefore is a function of where , is equal to the income produced by the assets purchased using . Assuming perpetual life and a constant rate of return on equity, P V x {\displaystyle PVx} can also be determined using the present value of a perpetuity equation:

  6. Asset allocation - Wikipedia

    en.wikipedia.org/wiki/Asset_allocation

    Example investment portfolio with a diverse asset allocation. Asset allocation is the implementation of an investment strategy that attempts to balance risk versus reward by adjusting the percentage of each asset in an investment portfolio according to the investor's risk tolerance, goals and investment time frame. [1]

  7. Dividend discount model - Wikipedia

    en.wikipedia.org/wiki/Dividend_discount_model

    In financial economics, the dividend discount model (DDM) is a method of valuing the price of a company's capital stock or business value based on the assertion that intrinsic value is determined by the sum of future cash flows from dividend payments to shareholders, discounted back to their present value.

  8. Rate of return - Wikipedia

    en.wikipedia.org/wiki/Rate_of_return

    US mutual funds are to compute average annual total return as prescribed by the U.S. Securities and Exchange Commission (SEC) in instructions to form N-1A (the fund prospectus) as the average annual compounded rates of return for 1-year, 5-year, and 10-year periods (or inception of the fund if shorter) as the "average annual total return" for ...

  9. Gadgil formula - Wikipedia

    en.wikipedia.org/wiki/Gadgil_formula

    The Gadgil formula is named after Dhananjay Ramchandra Gadgil, a social scientist and the first critic of Indian planning. It was evolved in 1969 for determining the allocation of central assistance for state plans in India. Gadgil formula was adopted for distribution of plan assistance during Fourth and Fifth Five Year Plans. [1]