SEC – Page 13 – itho's internet resources

What Is Asset Management, and What Do Asset Managers Do?

By Itho November 20, 2003

[ad_1] What Is Asset Management? Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.…

Assets Under Management (AUM): Definition, Calculation, and Example

By Itho November 20, 2003

[ad_1] What Are Assets Under Management (AUM)? Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management…

What It Means in Banking and Finance

By Itho November 20, 2003

[ad_1] What Is a Custodian? A custodian is a bank or other financial institution that holds and safeguards customers' securities to prevent theft, loss, or damage. Custodian banks may store…

8-K (8K Form): Definition, What It Tells You, Filing Requirements

By Itho November 19, 2003

[ad_1] What Is an 8-K? An 8-K is a report of unscheduled material events or corporate changes at a company that could be of importance to the shareholders or the…

Understanding Collateralized Mortgage Obligations (CMOs): A Comprehensive Guide

By Itho November 19, 2003

[ad_1] What Is a Collateralized Mortgage Obligation? A collateralized mortgage obligation (CMO) is a type of mortgage-backed security composed of a pool of bundled mortgages sold as an investment. Organized…

Bank Guarantee: Definition, How It Works, Types, and Examples

By Itho November 19, 2003

[ad_1] What Is a Bank Guarantee? A bank guarantee is a commitment from a financial institution to cover financial obligations if a party in a transaction defaults. This instrument…