What is compound interest?

A mechanism whereby earned interest is reinvested and in turn generates new interest, creating exponential capital growth.

What is the pension gap?

Difference between employment and estimated pension income on a consistent net or gross basis. Needs also depend on spending, assets and other income.

A legal instrument that allows part of one's assets to be ring-fenced for specific purposes. Trust assets are separated from both the settlor's and the trustee's personal estates. Asset separation, powers and third-party protection depend on law and deed; they do not automatically prevent creditor claims.

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Financial terms

Financial Glossary

85 terms to read documents and compare decisions. Definitions are introductory; contractual terms and applicable rules remain decisive.

A

B

C

D

E

F

G

H

I

K

L

M

N

O

P

R

S

T

U

V

Y

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Financial Glossary

A

Asset Allocation

Alpha (α)

Asset Class

Administered Regime

Appropriateness Assessment

B

Beta (β)

BTP (Long-Term Treasury Bond)

BOT (Ordinary Treasury Bill)

BTP-Bund Spread

C

CAPM (Capital Asset Pricing Model)

Compound Interest

Capital Gains Tax

Certified Financial Advisor (Off-Premises)

CCT (Treasury Credit Certificate)

Coupon

Correlation

Class I Policy (Traditional Life)

Class III Policy (Unit/Index-Linked)

Capital Gain

Capital Loss

CONSOB

COVIP

D

Diversification

Drawdown

Dividend

Duration (Modified Duration)

Declarative Regime

E

ETF (Exchange Traded Fund)

Efficient Frontier

ECB (European Central Bank)

F

Fisher Effect (Fisher Formula)

Family Business Inheritance Exemption

Family Asset Fund

Fiduciary Mandate

FIRE (Financial Independence, Retire Early)

Family Pact

Family Office

FOI (Index for Blue- and White-Collar Worker Households)

G

Generational Transfer

Goal-Based Investing

Gift (Gift Tax)

H

Hedge Fund

Holding Company (Family)

HNWI (High Net Worth Individual)

HICP (Harmonised Index of Consumer Prices)

I

Inheritance Tax

IRPEF (Personal Income Tax)

IVASS

K

KID (Key Information Document)

L

Life Insurance Protection from Seizure

Liquidity

LTC Policy (Long Term Care)

M

Modern Portfolio Theory (MPT)

MiFID II

N

Non-Independent Advice

O

OCF (Financial Advisors Register)

OICR (Collective Investment Undertaking)

P

Pension Fund

Pension Gap

PIR (Individual Savings Plan)

Private Equity

PIP (Individual Pension Plan)

Prospectus

R