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- Finance Forms
- This tool contains forms for many financial terms; it has so many links of various document types for various financial terms.
- Tools & templates 2005-02-11
- Using Navigation Aids : financial terms
- The article is about all the financial terms related to financial statements. It focuses on the both assets and liabilities that will be considered in the financial statements. The main focus is on the balance sheet as it is a snapshot of the company's financial standing at an instant...
- White papers 2001-10-08
Additional Resources
- Glossary of Financial-Related Terms
- Most small businesses spring up because creative thinkers wish to convert their dreams into cash. If you’re an “idea person” who boasts more entrepreneurial spirit than business acumen, you need MasterCard’s Glossary of Financial-Related Terms. This glossary provides no-frills definitions for over 100 common financial terms that you’ll need to...
- Case studies
- Real Estate Prices as Financial Soundness Indicators
- Real estate has been a neglected area because it has always been treated as an independent sector. Now, the real estate sector is viewed as a significant contributor to the financial position of financial institutions in terms of mortgage loans as well as asset holdings. Thus, real estate prices are...
- White papers 2004-04-22
- Can The Managed Account Business Cross the Chasm Into The Financial Services Mainstream?
- Today's financial product and service menu has become so mind-boggling that no one can understand it in its entirety, much less articulate it in terms a client would understand. Clearly, a process is needed in order to manage all information in terms that clients can understand so that it is...
- White papers 2002-10-01
- Profitability, Customer Relationship Management and Convergence in the Financial Investment Arena - Where Are We Really?
- Convergence and Customer Relationship Management (CRM) are terms for the millennium. More significant than the rampant Y2K issues heard so much about prior to 2000, these two concepts will have dramatic affects on a financial institution's ability to increase profits in the next decade. The drivers behind these concepts are...
- White papers
- Derivatives Concepts A-Z
- This article presents a glossary of derivatives-related terminology. It is not an exhaustive list. One of the characteristics of new financial products is the proliferation of different terms used to describe the same instrument, as each financial institution tries to brand its product name onto the financial community's awareness.
- White papers
- Foreign Direct Investment in the Financial Sector - Experiences in Asia, Central and Eastern Europe and Latin America
- The report discusses how the surge in financial sector foreign direct investment (FSFDI) over the past decade has been instrumental in integrating emerging economies into the global financial system. The integration has brought substantial benefits to host countries' financial systems in terms of efficiency and stability. The report also looks...
- White papers 2005-06-01
- The Costs of Workplace Conflict: How to Stop Wasting and Start Investing
- Conflict in organizations is not a problem. Poorly managed conflict is. Conflict managed well is a proactive investment in the future of the organization and in the employees involved. Conflict managed ineffectively is a reactive drain of human and financial capital. Unresolved, avoided, ineffectively managed, or destructive workplace conflict is...
- White papers 2006-04-23
- Terms Surrounding The Transportation Processes That Have Significant Impact On How Business Is Conducted And Where Responsibility Is Assigned
- The purposes of this white paper are to address the reader with insight, shared definitions and appropriate application. Freight terms, terms of sale/purchase, freight prepaid and collect and FOB are terms that are continually being misused and misunderstood. In many instances the necessary and appropriate terms to establish a position...
- White papers 2003-01-01
- Financial Accounting – Financial Statements
- This white paper presents an illustrative explanation of common terms used in financial statements, which include balance sheet items like assets, liability, owner’s equity etc. It describes the actual format of making a balance sheet, an income statement and a multiple step earnings statement. In the end it discusses in...
- White papers 2003-01-01
- Harvesting The Benefits Of Correct Terms Usage
- From the executive summary: ‘Applying the correct legal terms associated with the movement of freight is one of the most important events in the entire purchase and sales process. They establish the relationship between the parties and every related event thereafter relies on these terms to satisfy the relationship. Terms...
- White papers 2003-01-01
- Textual and Quantitative Analysis: Towards a New, e-Mediated Social Science
- This paper describes a method for automatically extracting sentiment from texts: the frequency of use of positive and negative sentiment words that may reflect a community's sentiment. The method is applied to a corpus of financial news text to automatically extract frequent key terms and symbols; and automatically disambiguate key...
- White papers
- Examining the Endurance of the Balanced Scorecard
- This article provides a critical examination of the balanced scorecard as a management tool in terms of today's business environment. It examines Peter F. Drucker's "theory of the business" (TOTB) and demonstrates its close relationship to key tenets of the balanced scorecard. If the balanced scorecard can evolve to match...
- White papers 2002-10-01
- Sector Financial Performance
- This template provides financial performance of the company. It illustrates the performance of TEI in terms of its revenue (i.e. inflows or earnings) and expenses (i.e outflow or cost). Surpluses provides funds for further investment.
- Tools & templates 2003-09-05
- Financial Audit
- The main emphasize of this article is on the process financial audit. It describes the process of auditing for the financial matter as two main categories were there like doing general bookkeeping and accounting practices and financial planning and loan proposals. Number of small issues that company has to...
- White papers 2002-04-01
- Phishing is a real threat to financial firms
- For the financial services industry, the Internet has proven to be a low-cost, efficient way to solicit and service customers. But the harsh reality is that this high-opportunity channel also poses serious risks. Phishing is an ever-growing form of Internet-based fraud. The costs of phishing to financial institutions — in...
- White papers 2004-12-01
- Defining Financial Stability
- The main objective of this paper is to propose a definition of financial stability that has some practical and operational relevance. Financial stability is defined in terms of its ability to facilitate and enhance economic processes, manage risks, and absorb shocks. Moreover, financial stability is considered a continuum: changeable over...
- White papers 2004-10-01
- Accounts and Related Services Terms and Conditions
- The paper deals with the Terms and Conditions that shall apply to and be binding on the holder (the"Customer") of one or more types of account described below They shall apply together with the Terms and Conditions and other requirements of the relevant Bank applicable for any additional products and...
- White papers 2004-03-25
- Comparing Alternative Structures of Financial Alliances
- This paper studies alliances between banks and insurance companies. Firstly, it characterizes the driving forces behind financial alliances and networking trends. Then it gives an overview of relevant previous research. It defines six different structure models for financial alliances. The parameters of the models are the closeness of the alliance...
- White papers 2004-02-01
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