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Finance Policies

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Filter:Finance Policies

Category – Finance Policies

Finance policies refer to the set of principles and guidelines used by an organization, government, or institution to manage financial operations, such as budgeting, investing, and accounting. In trading, finance policies impact decision-making, risk management, and asset allocation strategies. Traders must stay informed about changes in government fiscal policies, central bank regulations, and corporate financial policies as they influence market conditions, currency fluctuations, and interest rates.

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ANTI-MONEY LAUNDERING (AML)

Anti-money laundering (AML) refers to laws, regulations, and procedures designed to prevent criminals from disguising illegally obtained funds as legitimate income.

PRICE-TO-SALES RATIO (P/S RATIO)

Price-to-Sales Ratio compares a company's market value to its revenue, assessing its valuation relative to sales performance.

TAX LOSS HARVESTING POTENTIAL

Tax Loss Harvesting Potential identifies positions suitable for offsetting gains through tax loss harvesting.

UNREALIZED TAX LIABILITY

Unrealized Tax Liability estimates taxes owed on unrealized capital gains in the portfolio.

ACCOUNT COST BASIS

Account Cost Basis represents the total purchase price of all assets in the account.

RISK PARITY WEIGHTING

Risk Parity Weighting allocates portfolio assets to achieve equal risk contribution.

WORKING CAPITAL

Working Capital represents a company’s short-term liquidity, calculated as the difference between current assets and current liabilities, indicating its ability to meet short-term obligations.

RETURN ON INVESTED CAPITAL (ROIC)

Return on Invested Capital (ROIC) measures how efficiently a company generates profits relative to the capital invested in its operations, indicating its ability to create value above the cost of capital.

QUICK RATIO

Quick Ratio measures a company’s ability to meet short-term liabilities using its most liquid assets, excluding inventory.

PRICE-TO-BOOK RATIO (P/B RATIO)

Price-to-Book Ratio compares a company's market value to its book value, assessing whether a stock is over- or undervalued.

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