TERMIUM Plus®
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PORTFOLIO CAPITAL [36 records]
Record 1 - internal organization data 2026-01-08
Record 1, English
Record 1, Subject field(s)
- Insurance
- Reinsurance and Coinsurance
- Foreign Trade
Record 1, Main entry term, English
- assignment of portfolio
1, record 1, English, assignment%20of%20portfolio
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
- transfer of portfolio 2, record 1, English, transfer%20of%20portfolio
correct
- cession of portfolio 3, record 1, English, cession%20of%20portfolio
correct
- portfolio transfer 4, record 1, English, portfolio%20transfer
correct
Record 1, Textual support, English
Record number: 1, Textual support number: 1 DEF
The process whereby a ceding company transfers a portion of a risk to a reinsurer under the terms of a reinsurance contract. 1, record 1, English, - assignment%20of%20portfolio
Record number: 1, Textual support number: 1 OBS
cession of portfolio : term reproduced from the CAPITAL Business Dictionary with the permission of LID Editorial Empresarial. 5, record 1, English, - assignment%20of%20portfolio
Record 1, French
Record 1, Domaine(s)
- Assurances
- Réassurance et coassurance
- Commerce extérieur
Record 1, Main entry term, French
- cession de portefeuille
1, record 1, French, cession%20de%20portefeuille
correct, feminine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- transfert de portefeuille 2, record 1, French, transfert%20de%20portefeuille
masculine noun
Record 1, Textual support, French
Record number: 1, Textual support number: 1 DEF
Processus par lequel une compagnie cédante transfère une partie de ses risques à un réassureur aux termes d'un contrat de réassurance. 3, record 1, French, - cession%20de%20portefeuille
Record number: 1, Textual support number: 1 OBS
cession de portefeuille : terme extrait du CAPITAL Business Dictionary et reproduit avec l'autorisation de LID Editorial Empresarial. 4, record 1, French, - cession%20de%20portefeuille
Record 1, Spanish
Record 1, Campo(s) temático(s)
- Seguros
- Reaseguro y coseguro
- Comercio exterior
Record 1, Main entry term, Spanish
- cesión de cartera
1, record 1, Spanish, cesi%C3%B3n%20de%20cartera
correct, feminine noun
Record 1, Abbreviations, Spanish
Record 1, Synonyms, Spanish
Record 1, Textual support, Spanish
Record number: 1, Textual support number: 1 DEF
Acto por el que la entidad cedente traspasa parte de sus riesgos a su reasegurador en virtud de un contrato de reaseguro. 2, record 1, Spanish, - cesi%C3%B3n%20de%20cartera
Record number: 1, Textual support number: 1 OBS
cesión de cartera: término extraído del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 3, record 1, Spanish, - cesi%C3%B3n%20de%20cartera
Record 2 - internal organization data 2019-07-05
Record 2, English
Record 2, Subject field(s)
- Investment
- Stock Exchange
Record 2, Main entry term, English
- moderate investor
1, record 2, English, moderate%20investor
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 CONT
[A moderate investor has] a low to moderate risk tolerance and want[ s] reasonable, but relatively stable income and capital growth, and/or [is] comfortable with modest fluctuations in the year-to-year value of [his] portfolio and [has] some time to recover from any market downturns. 2, record 2, English, - moderate%20investor
Record 2, French
Record 2, Domaine(s)
- Investissements et placements
- Bourse
Record 2, Main entry term, French
- investisseur modéré
1, record 2, French, investisseur%20mod%C3%A9r%C3%A9
correct, masculine noun
Record 2, Abbreviations, French
Record 2, Synonyms, French
Record 2, Textual support, French
Record number: 2, Textual support number: 1 CONT
[Un investisseur modéré a une] tolérance au risque [...] d'un niveau faible à moyen et [désire] une croissance raisonnable, mais relativement stable de [son] revenu et de [son] capital, ou [il s'accommode] de modestes fluctuations annuelles de la valeur de [son] portefeuille et [il dispose] d'un certain laps de temps pour que [son] portefeuille se rétablisse en cas de replis du marché. 2, record 2, French, - investisseur%20mod%C3%A9r%C3%A9
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 2019-03-14
Record 3, English
Record 3, Subject field(s)
- Real Estate
- Public Property
Record 3, Main entry term, English
- national portfolio
1, record 3, English, national%20portfolio
correct
Record 3, Abbreviations, English
Record 3, Synonyms, English
Record 3, Textual support, English
Record number: 3, Textual support number: 1 CONT
PSPC [Public Services and Procurement Canada] provides work environments for 110 federal departments and agencies, accommodating approximately 272, 000 employees. The national portfolio is managed by six regions : Atlantic, Québec, National Capital(Ottawa-Gatineau and Nunavut), Ontario, Western and Pacific.... Approximately 6. 5 million m²(87%) of the department's 7. 4 million m² of real property is office space, with the remaining 924, 000 m²(13%) being comprised of common-use buildings(for example, warehouses), special properties(for example, training centres) and designated properties(for example, the Parliament Buildings). The national portfolio also includes central heating and cooling plants, engineering assets(for example, bridges and dams) and housing. 2, record 3, English, - national%20portfolio
Record 3, French
Record 3, Domaine(s)
- Immobilier
- Propriétés publiques
Record 3, Main entry term, French
- portefeuille national
1, record 3, French, portefeuille%20national
correct, masculine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
Record 3, Textual support, French
Record number: 3, Textual support number: 1 CONT
Portefeuille national. [...] Environ 6 500 000 m² (87 %) des 7 400 000 m² de biens immobiliers du ministère représentent des locaux à bureaux. Pour le reste, soit 924 000 m² (13 %), ce sont des immeubles à usage commun (par exemple des entrepôts), des immeubles à vocation particulière (par exemple des centres de formation) et des immeubles désignés (par exemple les édifices du Parlement). Le portefeuille national comprend également des centrales de chauffage et de refroidissement, des ouvrages techniques (par exemple des ponts et des barrages) et des habitations. 2, record 3, French, - portefeuille%20national
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 2019-03-14
Record 4, English
Record 4, Subject field(s)
- Titles of National Programs (Canadian)
- Real Estate
- Environment
Record 4, Main entry term, English
- National Carbon Neutral Portfolio Plan
1, record 4, English, National%20Carbon%20Neutral%20Portfolio%20Plan
correct
Record 4, Abbreviations, English
Record 4, Synonyms, English
Record 4, Textual support, English
Record number: 4, Textual support number: 1 OBS
The … National Carbon Neutral Portfolio Plan identifies initiatives... that PSPC [Public Services and Procurement Canada] can use to achieve the goal of carbon neutrality across its portfolio of owned buildings and provides high-level evaluations of associated energy savings, greenhouse gas(GHG) emissions reductions, and incremental capital and operational costs. 1, record 4, English, - National%20Carbon%20Neutral%20Portfolio%20Plan
Record 4, French
Record 4, Domaine(s)
- Titres de programmes nationaux canadiens
- Immobilier
- Environnement
Record 4, Main entry term, French
- Plan du portefeuille national neutre en carbone
1, record 4, French, Plan%20du%20portefeuille%20national%20neutre%20en%20carbone
correct, masculine noun
Record 4, Abbreviations, French
Record 4, Synonyms, French
Record 4, Textual support, French
Record number: 4, Textual support number: 1 OBS
Le [plan] cerne des initiatives […] que peut exécuter le ministère pour atteindre la neutralité carbonique dans l'ensemble de son portefeuille d'immeubles possédés. Il fournit également des évaluations de haut niveau sur les économies d'énergie et les réductions d'émissions de gaz à effet de serre (GES) correspondant à ces éléments ainsi que les coûts supplémentaires en capital et en exploitation. 2, record 4, French, - Plan%20du%20portefeuille%20national%20neutre%20en%20carbone
Record number: 4, Textual support number: 2 OBS
Plan du portefeuille national neutre en carbone : On conseille la forme « du portefeuille national » plutôt que « de portefeuille national » étant donné qu'il s'agit d'un portefeuille en particulier, le portefeuille national, qui est constitué des biens immobiliers appartenant au ministère de Services publics et Approvisionnement Canada. 1, record 4, French, - Plan%20du%20portefeuille%20national%20neutre%20en%20carbone
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 2017-02-06
Record 5, English
Record 5, Subject field(s)
- National Accounting
Record 5, Main entry term, English
- movements of portfolio capital 1, record 5, English, movements%20of%20portfolio%20capital
Record 5, Abbreviations, English
Record 5, Synonyms, English
Record 5, Textual support, English
Record number: 5, Textual support number: 1 OBS
movements of portfolio capital : term extracted from the “Glossaire de l'économie” and reproduced with permission of the Organisation for Economic Co-operation and Development. 2, record 5, English, - movements%20of%20portfolio%20capital
Record 5, Key term(s)
- movement of portfolio capital
Record 5, French
Record 5, Domaine(s)
- Comptabilité nationale
Record 5, Main entry term, French
- mouvements de capitaux mobiliers
1, record 5, French, mouvements%20de%20capitaux%20mobiliers
masculine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
Record 5, Textual support, French
Record number: 5, Textual support number: 1 OBS
mouvements de capitaux mobiliers : terme extrait du «Glossaire de l’économie» et reproduit avec l’autorisation de l’Organisation de coopération et de développement économiques. 2, record 5, French, - mouvements%20de%20capitaux%20mobiliers
Record 5, Key term(s)
- mouvement de capitaux mobiliers
Record 5, Spanish
Record 5, Textual support, Spanish
Record 6 - internal organization data 2017-02-06
Record 6, English
Record 6, Subject field(s)
- Investment
Record 6, Main entry term, English
- portfolio capital 1, record 6, English, portfolio%20capital
Record 6, Abbreviations, English
Record 6, Synonyms, English
Record 6, Textual support, English
Record number: 6, Textual support number: 1 OBS
portfolio capital : term extracted from the “Glossaire de l'économie” and reproduced with permission of the Organisation for Economic Co-operation and Development. 2, record 6, English, - portfolio%20capital
Record 6, French
Record 6, Domaine(s)
- Investissements et placements
Record 6, Main entry term, French
- investissements de portefeuille
1, record 6, French, investissements%20de%20portefeuille
masculine noun
Record 6, Abbreviations, French
Record 6, Synonyms, French
- placements de portefeuille 1, record 6, French, placements%20de%20portefeuille
masculine noun
- capitaux mobiliers 1, record 6, French, capitaux%20mobiliers
masculine noun
Record 6, Textual support, French
Record number: 6, Textual support number: 1 OBS
investissements de portefeuille; placements de portefeuille; capitaux mobiliers : termes extraits du «Glossaire de l’économie» et reproduits avec l’autorisation de l’Organisation de coopération et de développement économiques. 2, record 6, French, - investissements%20de%20portefeuille
Record 6, Key term(s)
- investissement de portefeuille
- placement de portefeuille
- capital mobilier
Record 6, Spanish
Record 6, Textual support, Spanish
Record 7 - internal organization data 2014-04-24
Record 7, English
Record 7, Subject field(s)
- Investment
Record 7, Main entry term, English
- investment objective
1, record 7, English, investment%20objective
correct
Record 7, Abbreviations, English
Record 7, Synonyms, English
- investment goal 2, record 7, English, investment%20goal
correct
Record 7, Textual support, English
Record number: 7, Textual support number: 1 CONT
A fund's prime investment goals are stated in the fund's offering prospectus and are also summarized in the Financial Post's "Survey of Industrials. "These goals generally cover the degree of safety or risk that is acceptable, whether income or capital gain is the prime objective, and the main types of securities in the fund's investment portfolio. 3, record 7, English, - investment%20objective
Record 7, French
Record 7, Domaine(s)
- Investissements et placements
Record 7, Main entry term, French
- objectif de placement
1, record 7, French, objectif%20de%20placement
correct, masculine noun
Record 7, Abbreviations, French
Record 7, Synonyms, French
- objectif d’investissement 2, record 7, French, objectif%20d%26rsquo%3Binvestissement
correct, masculine noun
Record 7, Textual support, French
Record number: 7, Textual support number: 1 CONT
Les principaux objectifs de placement du fonds sont exposés dans son prospectus ainsi que dans le «Survey of Industrials» du Financial Post. Ils indiquent notamment le degré de sécurité ou de risque acceptable, la priorité accordée au revenu ou aux gains en capital en tant qu'objectif principal et les différentes catégories de titres contenues dans le portefeuille. 3, record 7, French, - objectif%20de%20placement
Record 7, Spanish
Record 7, Textual support, Spanish
Record 8 - internal organization data 2011-10-19
Record 8, English
Record 8, Subject field(s)
- Investment
Record 8, Main entry term, English
- follow-on-fund
1, record 8, English, follow%2Don%2Dfund
correct
Record 8, Abbreviations, English
Record 8, Synonyms, English
Record 8, Textual support, English
Record number: 8, Textual support number: 1 CONT
... some success in a first fund prior to initiating money-raising activities for a follow-on-fund. In addition, the challenges of problem portfolio companies consumed the time rather than the capital... 1, record 8, English, - follow%2Don%2Dfund
Record number: 8, Textual support number: 2 CONT
Firms are listed by capital invested in 1983, and investments are divided into: 1. seed/startup investments, 2. follow-on-funding, 3. later-stage investments, and 4. buyouts. 2, record 8, English, - follow%2Don%2Dfund
Record 8, French
Record 8, Domaine(s)
- Investissements et placements
Record 8, Main entry term, French
- fonds complémentaire
1, record 8, French, fonds%20compl%C3%A9mentaire
proposal, masculine noun
Record 8, Abbreviations, French
Record 8, Synonyms, French
- fonds d'expansion 1, record 8, French, fonds%20d%27expansion
proposal, masculine noun
- fonds consécutif 1, record 8, French, fonds%20cons%C3%A9cutif
proposal, masculine noun
Record 8, Textual support, French
Record 8, Spanish
Record 8, Textual support, Spanish
Record 9 - internal organization data 2010-10-20
Record 9, English
Record 9, Subject field(s)
- Financial and Budgetary Management
Record 9, Main entry term, English
- nonrecurring gain
1, record 9, English, nonrecurring%20gain
correct
Record 9, Abbreviations, English
Record 9, Synonyms, English
- non-recurring gain 2, record 9, English, non%2Drecurring%20gain
correct
Record 9, Textual support, English
Record number: 9, Textual support number: 1 DEF
Any profit... that is not likely to occur again, as when a bank is liquidating a business or divesting an investment portfolio and writes off a portion of the uncapitalized expenses, or sells its headquarters building and records the resulting capital gain in the quarter in which the transaction occurred. 3, record 9, English, - nonrecurring%20gain
Record number: 9, Textual support number: 1 CONT
A nonrecurring gain is a one-time event in accounting terms. 3, record 9, English, - nonrecurring%20gain
Record 9, French
Record 9, Domaine(s)
- Gestion budgétaire et financière
Record 9, Main entry term, French
- profit exceptionnel
1, record 9, French, profit%20exceptionnel
correct, masculine noun
Record 9, Abbreviations, French
Record 9, Synonyms, French
- gain non récurrent 2, record 9, French, gain%20non%20r%C3%A9current
correct, masculine noun
Record 9, Textual support, French
Record number: 9, Textual support number: 1 DEF
Rubrique des comptes des [...] profits d'une société dont on présume que les [...] profits ne se répéteront pas à l'avenir parce qu['ils étaient] causés par un fait unique et indépendant de l'exploitation ordinaire. 3, record 9, French, - profit%20exceptionnel
Record number: 9, Textual support number: 1 CONT
EMC [Corporation] a aussi fait état d'un profit exceptionnel de 106 millions de dollars lié au règlement d'un différent fiscal. 4, record 9, French, - profit%20exceptionnel
Record number: 9, Textual support number: 2 CONT
Uniforêt Inc. déclare un gain non récurrent de 30 millions de dollars pour le second trimestre terminé le 30 juin 2000, en raison d'une restructuration financière. 5, record 9, French, - profit%20exceptionnel
Record 9, Spanish
Record 9, Textual support, Spanish
Record 10 - internal organization data 2010-05-11
Record 10, English
Record 10, Subject field(s)
- Investment
- Stock Exchange
Record 10, Main entry term, English
- investment security
1, record 10, English, investment%20security
correct
Record 10, Abbreviations, English
Record 10, Synonyms, English
- investment-account security 2, record 10, English, investment%2Daccount%20security
correct
Record 10, Textual support, English
Record number: 10, Textual support number: 1 DEF
A security that is purchased to be held either until it matures or until market conditions render alternative investments more attractive. 2, record 10, English, - investment%20security
Record number: 10, Textual support number: 1 CONT
Investment securities, along with bank loans, are the principal source of bank earnings, and generally serve two key functions : as a source of bank liquidity, or funding to meet loan demand or customers’ needs for cash and as an additional source of earnings from the capital gains realized when portfolio securities are sold. 3, record 10, English, - investment%20security
Record 10, French
Record 10, Domaine(s)
- Investissements et placements
- Bourse
Record 10, Main entry term, French
- titre de placement
1, record 10, French, titre%20de%20placement
correct, masculine noun
Record 10, Abbreviations, French
Record 10, Synonyms, French
- titre d'investissement 2, record 10, French, titre%20d%27investissement
correct, masculine noun
- valeur de placement 1, record 10, French, valeur%20de%20placement
correct, feminine noun
- titre du compte de placement 3, record 10, French, titre%20du%20compte%20de%20placement
correct, masculine noun
- valeur du compte de placement 4, record 10, French, valeur%20du%20compte%20de%20placement
correct, feminine noun
Record 10, Textual support, French
Record number: 10, Textual support number: 1 CONT
Les titres d'investissement sont ceux qui sont acquis avec l'objectif de les détenir de façon durable, en principe jusqu'à l'échéance. 5, record 10, French, - titre%20de%20placement
Record 10, Spanish
Record 10, Campo(s) temático(s)
- Inversiones
- Bolsa de valores
Record 10, Main entry term, Spanish
- valor de inversión
1, record 10, Spanish, valor%20de%20inversi%C3%B3n
masculine noun
Record 10, Abbreviations, Spanish
Record 10, Synonyms, Spanish
Record 10, Textual support, Spanish
Record 11 - internal organization data 2007-03-17
Record 11, English
Record 11, Subject field(s)
- Real Estate
Record 11, Main entry term, English
- qualifier
1, record 11, English, qualifier
correct
Record 11, Abbreviations, English
Record 11, Synonyms, English
Record 11, Textual support, English
Record number: 11, Textual support number: 1 CONT
Where required, the contractor shall review and modify the individual ABPs [Annual Building Plan] in order to develop a PMP [Portfolio Management Plans] which satisfies the established budget levels and identifies the overall plan for : expected O & M [Operating and Maintenance] costs, identified by qualifier; planned projects, prioritized and identified as capital or repair; retail letting revenues(where applicable) ;and contractor fees. 2, record 11, English, - qualifier
Record 11, French
Record 11, Domaine(s)
- Immobilier
Record 11, Main entry term, French
- qualificateur
1, record 11, French, qualificateur
correct, masculine noun
Record 11, Abbreviations, French
Record 11, Synonyms, French
Record 11, Textual support, French
Record number: 11, Textual support number: 1 CONT
Au besoin, l'entrepreneur doit examiner et modifier les PAGI [Plan annuel de gestion d'immeuble] afin d'établir un PGP [Plan de gestion du portefeuille] qui respecte les niveaux budgétaires établis et définit le plan global pour : les coûts prévus de F et E [fonctionnement et d'entretien], désignés par qualificateur; les projets planifiés, ordonnés selon un ordre de priorité et désignés comme travaux d'immobilisation ou de réparation; les recettes des opérations de location de points de vente au détail (le cas échéant); les honoraires de l'entrepreneur. 1, record 11, French, - qualificateur
Record 11, Spanish
Record 11, Textual support, Spanish
Record 12 - internal organization data 2006-03-16
Record 12, English
Record 12, Subject field(s)
- Financial and Budgetary Management
- Investment
Record 12, Main entry term, English
- scenario matrix analysis
1, record 12, English, scenario%20matrix%20analysis
correct
Record 12, Abbreviations, English
Record 12, Synonyms, English
Record 12, Textual support, English
Record number: 12, Textual support number: 1 CONT
More sophisticated banks will also have the right to base the market risk capital charge for options portfolios and associated hedging positions on scenario matrix analysis. This will be accomplished by specifying a fixed range of changes in the option portfolio's risk factors and calculating changes in the value of the option portfolio at various points along this "grid". 1, record 12, English, - scenario%20matrix%20analysis
Record 12, French
Record 12, Domaine(s)
- Gestion budgétaire et financière
- Investissements et placements
Record 12, Main entry term, French
- analyse par scénario à matrices
1, record 12, French, analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
correct, feminine noun
Record 12, Abbreviations, French
Record 12, Synonyms, French
Record 12, Textual support, French
Record number: 12, Textual support number: 1 CONT
Les banques dotées d'outils plus élaborés auront également le droit de calculer leur exigence de fonds propres pour risques de marché sur la base d'une analyse par scénario à matrices pour leurs portefeuilles d'options et les positions de couverture qui s'y rattachent. Il leur faudra spécifier une fourchette fixe de variations des facteurs de risque du portefeuille d'options et calculer les changements de la valeur de ce portefeuille en divers points de cette «grille». 1, record 12, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record number: 12, Textual support number: 1 OBS
Pluriel : des scénarios. 2, record 12, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record number: 12, Textual support number: 2 OBS
scénarios (pl.) : Cette graphie, puisée des Rectifications de l'orthographe recommandées par le Conseil supérieur de la langue française, est attestée dans le Petit Robert (2006). 3, record 12, French, - analyse%20par%20sc%C3%A9nario%20%C3%A0%20matrices
Record 12, Spanish
Record 12, Textual support, Spanish
Record 13 - internal organization data 2004-09-14
Record 13, English
Record 13, Subject field(s)
- Investment
- Stock Exchange
Record 13, Main entry term, English
- investment fund
1, record 13, English, investment%20fund
correct
Record 13, Abbreviations, English
Record 13, Synonyms, English
Record 13, Textual support, English
Record number: 13, Textual support number: 1 CONT
An investment fund is a company or trust engaged in managing investments for other people. Capital is raised by selling shares or units to many investors and the money raised is then invested in a diverse range of securities issued by governments and many companies, usually in different industries. The fund's earnings are the dividends and interest it receives on the securities it holds and the capital gains it may make in trading its investment portfolio. 2, record 13, English, - investment%20fund
Record 13, French
Record 13, Domaine(s)
- Investissements et placements
- Bourse
Record 13, Main entry term, French
- fonds de placement
1, record 13, French, fonds%20de%20placement
correct, masculine noun
Record 13, Abbreviations, French
Record 13, Synonyms, French
- fonds d'investissement 2, record 13, French, fonds%20d%27investissement
correct, masculine noun
Record 13, Textual support, French
Record number: 13, Textual support number: 1 CONT
Un fonds de placement est une société ou une fiducie dont la fonction consiste à gérer les placements d'autres personnes. Le capital est constitué au moyen de la vente d'actions ou de parts à un grand nombre d'investisseurs, et les sommes obtenues sont placées par la suite dans des titres variés émis par les gouvernements et diverses sociétés appartenant à des secteurs industriels différents. Les revenus du fonds proviennent des dividendes et des intérêts qu'il reçoit sur les titres qu'il détient et des gains en capital éventuels qu'il réalise sur la négociation de son portefeuille de placements. 3, record 13, French, - fonds%20de%20placement
Record 13, Spanish
Record 13, Campo(s) temático(s)
- Inversiones
- Bolsa de valores
Record 13, Main entry term, Spanish
- fondo de inversión
1, record 13, Spanish, fondo%20de%20inversi%C3%B3n
correct, masculine noun
Record 13, Abbreviations, Spanish
Record 13, Synonyms, Spanish
Record 13, Textual support, Spanish
Record number: 13, Textual support number: 1 DEF
Aquella figura asociativa que, sin tener personalidad jurídica propia, tiene como objeto fundamental la adquisición, tenencia, disfrute, administración y enajenación de valores mobiliarios, generalmente cotizados en Bolsa, para compensar, mediante una adecuada inversión de sus activos, los riesgos y los diferentes rendimientos de las inversiones efectuadas. 1, record 13, Spanish, - fondo%20de%20inversi%C3%B3n
Record 14 - internal organization data 2002-05-24
Record 14, English
Record 14, Subject field(s)
- Trade
- Financial and Budgetary Management
Record 14, Main entry term, English
- economic capital
1, record 14, English, economic%20capital
correct
Record 14, Abbreviations, English
Record 14, Synonyms, English
Record 14, Textual support, English
Record number: 14, Textual support number: 1 DEF
The amount of capital that a transaction or business requires to support the economic risks it faces to a specified solvency standard. 1, record 14, English, - economic%20capital
Record number: 14, Textual support number: 1 CONT
Economic capital requirements for credit risk means the capital needed for a portfolio such that the chance for credit losses exceed capital is no more than a specified small probability. In many circumstances, economic capital would be the same as that needed to finance an asset or portfolio in a free-market transaction with informed counterparties. 2, record 14, English, - economic%20capital
Record number: 14, Textual support number: 1 OBS
The theoretical framework for relating risk to the amount of capital a financial institution needs to hold is based on Merton’s model of default. 1, record 14, English, - economic%20capital
Record 14, French
Record 14, Domaine(s)
- Commerce
- Gestion budgétaire et financière
Record 14, Main entry term, French
- capital économique
1, record 14, French, capital%20%C3%A9conomique
correct, masculine noun
Record 14, Abbreviations, French
Record 14, Synonyms, French
Record 14, Textual support, French
Record number: 14, Textual support number: 1 DEF
Somme d'argent requis lors d'une transaction ou nécessaire à une entreprise afin de couvrir les risques économiques et ainsi satisfaire aux normes de solvabilité. 2, record 14, French, - capital%20%C3%A9conomique
Record number: 14, Textual support number: 1 CONT
Le capital économique correspond au capital (juste) nécessaire, par exemple au niveau d'une ligne de métier ou de l'organisation dans son ensemble, pour absorber des pertes exceptionnelles ou inattendues résultant des risques encourus au niveau de l'entité considérée. 2, record 14, French, - capital%20%C3%A9conomique
Record 14, Spanish
Record 14, Textual support, Spanish
Record 15 - internal organization data 2002-04-02
Record 15, English
Record 15, Subject field(s)
- Investment
- Foreign Trade
Record 15, Main entry term, English
- portfolio investment
1, record 15, English, portfolio%20investment
correct
Record 15, Abbreviations, English
Record 15, Synonyms, English
Record 15, Textual support, English
Record number: 15, Textual support number: 1 DEF
A long-term investment in a corporation that is not a subsidiary, joint venture or corporation subject to significant influence by the investor. 2, record 15, English, - portfolio%20investment
Record number: 15, Textual support number: 1 OBS
portfolio investment : term reproduced from the CAPITAL Business Dictionary with the permission of LID Editorial Empresarial. 3, record 15, English, - portfolio%20investment
Record 15, French
Record 15, Domaine(s)
- Investissements et placements
- Commerce extérieur
Record 15, Main entry term, French
- placement de portefeuille
1, record 15, French, placement%20de%20portefeuille
correct, masculine noun
Record 15, Abbreviations, French
Record 15, Synonyms, French
- investissement de portefeuille 2, record 15, French, investissement%20de%20portefeuille
correct, masculine noun
- valeur de portefeuille 3, record 15, French, valeur%20de%20portefeuille
correct, feminine noun
- titre en portefeuille 3, record 15, French, titre%20en%20portefeuille
correct, masculine noun
- TIAP 3, record 15, French, TIAP
correct, see observation, masculine noun
Record 15, Textual support, French
Record number: 15, Textual support number: 1 DEF
Placement à long terme ne visant pas à créer des liens d'association avec l'entité émettrice des titres en cause. 3, record 15, French, - placement%20de%20portefeuille
Record number: 15, Textual support number: 1 OBS
L'acronyme récent TIAP signifie titres immobilisés de l'activité de portefeuille. 3, record 15, French, - placement%20de%20portefeuille
Record number: 15, Textual support number: 2 OBS
investissement de portefeuille : terme extrait du CAPITAL Business Dictionary et reproduit avec l'autorisation de LID Editorial Empresarial. 4, record 15, French, - placement%20de%20portefeuille
Record 15, Spanish
Record 15, Campo(s) temático(s)
- Inversiones
- Comercio exterior
Record 15, Main entry term, Spanish
- inversión de cartera
1, record 15, Spanish, inversi%C3%B3n%20de%20cartera
correct, feminine noun
Record 15, Abbreviations, Spanish
Record 15, Synonyms, Spanish
Record 15, Textual support, Spanish
Record number: 15, Textual support number: 1 DEF
Inversión en acciones de una empresa, en posición minoritaria, y con un objetivo de rentabilidad y no de control. Las inversiones extranjeras a efectos de la legislación de control de cambios se clasifican en inversiones directas, inversiones en inmuebles e inversiones de cartera. 2, record 15, Spanish, - inversi%C3%B3n%20de%20cartera
Record number: 15, Textual support number: 1 OBS
inversión de cartera: término y definición extraídos del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 3, record 15, Spanish, - inversi%C3%B3n%20de%20cartera
Record 16 - internal organization data 2002-03-26
Record 16, English
Record 16, Subject field(s)
- Investment
Record 16, Main entry term, English
- balance fund 1, record 16, English, balance%20fund
Record 16, Abbreviations, English
Record 16, Synonyms, English
Record 16, Textual support, English
Record number: 16, Textual support number: 1 DEF
An investment fund, the portfolio of which includes bonds, debentures, or preferred shares, in varying ratios with common stocks. This fund has the objective of providing regular income, moderate growth and safety of capital. 1, record 16, English, - balance%20fund
Record 16, French
Record 16, Domaine(s)
- Investissements et placements
Record 16, Main entry term, French
- fonds d'équilibre
1, record 16, French, fonds%20d%27%C3%A9quilibre
masculine noun
Record 16, Abbreviations, French
Record 16, Synonyms, French
Record 16, Textual support, French
Record 16, Spanish
Record 16, Textual support, Spanish
Record 17 - internal organization data 2001-09-19
Record 17, English
Record 17, Subject field(s)
- Titles of Private-Sector Programs
- Investment
Record 17, Main entry term, English
- Desjardins Ethical North American Fund
1, record 17, English, Desjardins%20Ethical%20North%20American%20Fund
correct, Quebec
Record 17, Abbreviations, English
Record 17, Synonyms, English
Record 17, Textual support, English
Record number: 17, Textual support number: 1 OBS
The objective of this Fund is to provide long-term capital appreciation. Consequently, the fund will purchase units in mutual funds where assets are primarily invested in equity securities of companies situated in Canada or the United States, or of companies that carry out most of their operations in North America. The fund will also invest a small portion of its assets in one or many mutual funds whose portfolio primarily comprises equity securities of companies of the Pacific Rim Region and Asia. 2, record 17, English, - Desjardins%20Ethical%20North%20American%20Fund
Record 17, Key term(s)
- Ethical North American Fund
Record 17, French
Record 17, Domaine(s)
- Titres de programmes du secteur privé
- Investissements et placements
Record 17, Main entry term, French
- Fonds Desjardins Éthique Nord-américain
1, record 17, French, Fonds%20Desjardins%20%C3%89thique%20Nord%2Dam%C3%A9ricain
correct, masculine noun, Quebec
Record 17, Abbreviations, French
Record 17, Synonyms, French
Record 17, Textual support, French
Record number: 17, Textual support number: 1 OBS
L'objectif de ce fonds est de procurer une appréciation du capital à long terme. À cet effet, le fonds achète des titres d'organismes de placement collectif qui investissent principalement dans des titres de participation de sociétés situées au Canada et aux États-Unis, ou de sociétés qui exercent la plupart de leurs activités en Amérique du Nord. Le fonds investit aussi une faible partie de son actif dans un ou plusieurs organismes de placement collectif dont le portefeuille se compose principalement de titres de participation de sociétés de la région du Pacifique et de l'Asie. 2, record 17, French, - Fonds%20Desjardins%20%C3%89thique%20Nord%2Dam%C3%A9ricain
Record 17, Key term(s)
- Fonds Éthique Nord-américain
Record 17, Spanish
Record 17, Textual support, Spanish
Record 18 - internal organization data 2001-02-19
Record 18, English
Record 18, Subject field(s)
- Banking
- Finance
Record 18, Main entry term, English
- capital adequacy
1, record 18, English, capital%20adequacy
correct
Record 18, Abbreviations, English
Record 18, Synonyms, English
Record 18, Textual support, English
Record number: 18, Textual support number: 1 DEF
A measure of the protection afforded to a bank’s depositors by the level of capital funds in place given by the ratio of total bank assets to capital. 2, record 18, English, - capital%20adequacy
Record number: 18, Textual support number: 1 CONT
The unpaid loans of a lending organization. 3, record 18, English, - capital%20adequacy
Record number: 18, Textual support number: 2 CONT
Key elements of such banking systems iclude capital adequacy and entry criteria; restraints on insider lending; rules for banks to classify the quality and risks of their loan portfolio; and regulations that banks must meet minimum auditing standards and disclosure requirements. 4, record 18, English, - capital%20adequacy
Record 18, Key term(s)
- bank capital adequacy
Record 18, French
Record 18, Domaine(s)
- Banque
- Finances
Record 18, Main entry term, French
- suffisance du capital
1, record 18, French, suffisance%20du%20capital
correct, feminine noun
Record 18, Abbreviations, French
Record 18, Synonyms, French
- adéquation du capital 2, record 18, French, ad%C3%A9quation%20du%20capital
correct, feminine noun, France
- mesure du niveau des fonds propres 3, record 18, French, mesure%20du%20niveau%20des%20fonds%20propres
correct, feminine noun
- suffisance des fonds propres 4, record 18, French, suffisance%20des%20fonds%20propres
correct, feminine noun
Record 18, Textual support, French
Record number: 18, Textual support number: 1 DEF
Situation d'une entité dont les capitaux propres sont suffisants eu égard à ses activités présentes et prévues. On établit souvent la suffisance du capital au moyen du ratio actif/capital. 5, record 18, French, - suffisance%20du%20capital
Record number: 18, Textual support number: 1 CONT
La suffisance du capital d'une banque peut être mesurée par le rapport entre l'actif total et le capital. Ce rapport est le plus communément appelé coefficient du levier financier des banques. 6, record 18, French, - suffisance%20du%20capital
Record number: 18, Textual support number: 1 OBS
«Mesure du niveau des fonds propres» : Terminologie relative à la mesure et aux normes de fonds propres à la Banque des règlements internationaux (BRI). 6, record 18, French, - suffisance%20du%20capital
Record 18, Key term(s)
- niveau des fonds propres
Record 18, Spanish
Record 18, Campo(s) temático(s)
- Operaciones bancarias
- Finanzas
Record 18, Main entry term, Spanish
- suficiencia de capital
1, record 18, Spanish, suficiencia%20de%20capital
correct, feminine noun
Record 18, Abbreviations, Spanish
Record 18, Synonyms, Spanish
Record 18, Textual support, Spanish
Record number: 18, Textual support number: 1 CONT
Los elementos básicos de esos sistemas bancarios incluyen criterios en cuanto a suficiencia de capital y acceso del mismo, restricciones al otorgamiento de préstamos aprovechando información interna, reglas para que los bancos clasifiquen la calidad y los riesgos de su cartera de préstamos, y reglamentaciones que obligan a las instituciones bancarias a cumplir con normas mínimas de auditoría y de presentación de información. 2, record 18, Spanish, - suficiencia%20de%20capital
Record 19 - internal organization data 2000-11-27
Record 19, English
Record 19, Subject field(s)
- Investment
- Stock Exchange
Record 19, Main entry term, English
- balanced fund
1, record 19, English, balanced%20fund
correct
Record 19, Abbreviations, English
Record 19, Synonyms, English
Record 19, Textual support, English
Record number: 19, Textual support number: 1 CONT
Balanced Funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential. 2, record 19, English, - balanced%20fund
Record 19, French
Record 19, Domaine(s)
- Investissements et placements
- Bourse
Record 19, Main entry term, French
- fonds équilibré
1, record 19, French, fonds%20%C3%A9quilibr%C3%A9
correct, masculine noun
Record 19, Abbreviations, French
Record 19, Synonyms, French
- fonds de placement équilibré 1, record 19, French, fonds%20de%20placement%20%C3%A9quilibr%C3%A9
correct, masculine noun
Record 19, Textual support, French
Record number: 19, Textual support number: 1 CONT
Les fonds équilibrés [...] dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividende et la plus-value du capital. 2, record 19, French, - fonds%20%C3%A9quilibr%C3%A9
Record 19, Key term(s)
- fonds balancé
Record 19, Spanish
Record 19, Textual support, Spanish
Record 20 - internal organization data 1999-04-28
Record 20, English
Record 20, Subject field(s)
- Federal Government Bodies and Committees (Canadian)
- Government Accounting
Record 20, Main entry term, English
- Advisory Group on Capital Assets Management 1, record 20, English, Advisory%20Group%20on%20Capital%20Assets%20Management
Record 20, Abbreviations, English
Record 20, Synonyms, English
Record 20, Textual support, English
Record number: 20, Textual support number: 1 OBS
"With the implementation of the Financial Information Strategy(FIS), all government departments will have to comply with the requirement for full accrual accounting of capital assets by April 1, 2001. The size and variety of PWGSC' s asset portfolio represents a significant challenge under FIS that can only be addressed through a collaborative effort. " 1, record 20, English, - Advisory%20Group%20on%20Capital%20Assets%20Management
Record number: 20, Textual support number: 2 OBS
PWGSC: Public Works and Government Services Canada. 2, record 20, English, - Advisory%20Group%20on%20Capital%20Assets%20Management
Record 20, French
Record 20, Domaine(s)
- Organismes et comités fédéraux (Gouvernement canadien)
- Comptabilité publique
Record 20, Main entry term, French
- Groupe consultatif sur la gestion des immobilisations
1, record 20, French, Groupe%20consultatif%20sur%20la%20gestion%20des%20immobilisations
unofficial, masculine noun
Record 20, Abbreviations, French
Record 20, Synonyms, French
Record 20, Textual support, French
Record number: 20, Textual support number: 1 OBS
Création d'un groupe formé de représentants de toutes les entités de TPSGC. Ce groupe sera présidé par le directeur de la Politique financière. Son mandat sera «de définir les rôles et les responsabilités liés à la gestion des biens dans l'ensemble du Ministère, de veiller à l'établissement de définitions précises des divers éléments d'actif du Ministère et de fournir l'information et l'orientation nécessaires à l'établissement d'un système ministériel commun de comptabilisation des immobilisations». 1, record 20, French, - Groupe%20consultatif%20sur%20la%20gestion%20des%20immobilisations
Record number: 20, Textual support number: 2 OBS
TPSGC : Travaux publics et Services gouvernementaux Canada. 2, record 20, French, - Groupe%20consultatif%20sur%20la%20gestion%20des%20immobilisations
Record 20, Spanish
Record 20, Textual support, Spanish
Record 21 - internal organization data 1999-02-16
Record 21, English
Record 21, Subject field(s)
- Financial and Budgetary Management
Record 21, Main entry term, English
- financial revenue
1, record 21, English, financial%20revenue
correct
Record 21, Abbreviations, English
Record 21, Synonyms, English
Record 21, Textual support, English
Record number: 21, Textual support number: 1 DEF
Income of a company resulting from the performance of a share portfolio and from capital investment in fixed interest financial instruments : deposits, savings accounts, financial assets, etc. 2, record 21, English, - financial%20revenue
Record number: 21, Textual support number: 1 OBS
financial revenue: term and definition reproduced from the CAPITAL Business Dictionary with the permission of LID Editorial Empresarial. 3, record 21, English, - financial%20revenue
Record number: 21, Textual support number: 2 OBS
Compare with "financial expenses". 4, record 21, English, - financial%20revenue
Record 21, French
Record 21, Domaine(s)
- Gestion budgétaire et financière
Record 21, Main entry term, French
- produits financiers
1, record 21, French, produits%20financiers
correct, masculine noun, plural
Record 21, Abbreviations, French
Record 21, Synonyms, French
Record 21, Textual support, French
Record number: 21, Textual support number: 1 DEF
Revenu qu'une entité tire des prêts qu'elle consent, des placements qu'elle fait et parfois des frais financiers qu'elle facture à sa clientèle. 1, record 21, French, - produits%20financiers
Record 21, Spanish
Record 21, Campo(s) temático(s)
- Gestión presupuestaria y financiera
Record 21, Main entry term, Spanish
- ingresos financieros
1, record 21, Spanish, ingresos%20financieros
correct, masculine noun
Record 21, Abbreviations, Spanish
Record 21, Synonyms, Spanish
Record 21, Textual support, Spanish
Record number: 21, Textual support number: 1 DEF
Ingresos de la empresa procedentes de rendimiento de la cartera de valores y de colocaciones de capital en instrumentos de renta fija: depósitos, cuentas de ahorro, activos financieros, etc. 1, record 21, Spanish, - ingresos%20financieros
Record number: 21, Textual support number: 1 OBS
ingresos financieros: término y definición extraídos del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 2, record 21, Spanish, - ingresos%20financieros
Record 21, Key term(s)
- ingreso financiero
Record 22 - internal organization data 1999-02-11
Record 22, English
Record 22, Subject field(s)
- Investment
Record 22, Main entry term, English
- efficient portfolio
1, record 22, English, efficient%20portfolio
correct
Record 22, Abbreviations, English
Record 22, Synonyms, English
Record 22, Textual support, English
Record number: 22, Textual support number: 1 DEF
Portfolio that produces maximum profitability for a certain type of risk. 2, record 22, English, - efficient%20portfolio
Record number: 22, Textual support number: 1 OBS
efficient portfolio : term and definition reproduced from the CAPITAL Business Dictionary with the permission of LID Editorial Empresarial. 3, record 22, English, - efficient%20portfolio
Record 22, French
Record 22, Domaine(s)
- Investissements et placements
Record 22, Main entry term, French
- portefeuille efficient
1, record 22, French, portefeuille%20efficient
correct, masculine noun
Record 22, Abbreviations, French
Record 22, Synonyms, French
- portefeuille optimal 2, record 22, French, portefeuille%20optimal
correct, masculine noun
- portefeuille performant 3, record 22, French, portefeuille%20performant
masculine noun
Record 22, Textual support, French
Record number: 22, Textual support number: 1 DEF
Portefeuille de titres offrant le rendement le plus élevé possible compte tenu du niveau de risque, ou encore le niveau de risque le plus bas possible compte tenu du rendement attendu. 2, record 22, French, - portefeuille%20efficient
Record number: 22, Textual support number: 1 OBS
portefeuille efficient : terme extrait du CAPITAL Business Dictionary et reproduit avec l'autorisation de LID Editorial Empresarial. 4, record 22, French, - portefeuille%20efficient
Record 22, Spanish
Record 22, Campo(s) temático(s)
- Inversiones
Record 22, Main entry term, Spanish
- cartera eficiente
1, record 22, Spanish, cartera%20eficiente
correct, feminine noun
Record 22, Abbreviations, Spanish
Record 22, Synonyms, Spanish
Record 22, Textual support, Spanish
Record number: 22, Textual support number: 1 DEF
Cartera de valores que proporciona la mejor expectativa de rentabilidad para un determinado riesgo. 1, record 22, Spanish, - cartera%20eficiente
Record number: 22, Textual support number: 1 OBS
cartera eficiente: término y definición extraídos del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 2, record 22, Spanish, - cartera%20eficiente
Record 23 - internal organization data 1999-02-09
Record 23, English
Record 23, Subject field(s)
- Stock Exchange
Record 23, Main entry term, English
- portfolio beta score 1, record 23, English, portfolio%20beta%20score
Record 23, Abbreviations, English
Record 23, Synonyms, English
Record 23, Textual support, English
Record number: 23, Textual support number: 1 DEF
Volatility of a securities portfolio calculated according to the Beta coefficients of each individual security. 1, record 23, English, - portfolio%20beta%20score
Record number: 23, Textual support number: 1 OBS
portfolio beta score : term and definition reproduced from the CAPITAL Business Dictionary with the permission of LID Editorial Empresarial. 2, record 23, English, - portfolio%20beta%20score
Record 23, French
Record 23, Domaine(s)
- Bourse
Record 23, Main entry term, French
- degré béta dans un portefeuille
1, record 23, French, degr%C3%A9%20b%C3%A9ta%20dans%20un%20portefeuille
masculine noun
Record 23, Abbreviations, French
Record 23, Synonyms, French
Record 23, Textual support, French
Record number: 23, Textual support number: 1 DEF
Volatilité d'un portefeuille de valeurs calculée en raison des coefficients béta des différentes valeurs qui le forment. 1, record 23, French, - degr%C3%A9%20b%C3%A9ta%20dans%20un%20portefeuille
Record number: 23, Textual support number: 1 OBS
degré béta dans un portefeuille : terme et définition extraits du CAPITAL Business Dictionary et reproduits avec l'autorisation de LID Editorial Empresarial. 2, record 23, French, - degr%C3%A9%20b%C3%A9ta%20dans%20un%20portefeuille
Record 23, Spanish
Record 23, Campo(s) temático(s)
- Bolsa de valores
Record 23, Main entry term, Spanish
- grado beta de una cartera
1, record 23, Spanish, grado%20beta%20de%20una%20cartera
correct, masculine noun
Record 23, Abbreviations, Spanish
Record 23, Synonyms, Spanish
Record 23, Textual support, Spanish
Record number: 23, Textual support number: 1 DEF
Volatilidad de una cartera de valores calculada en función de los coeficientes beta de los distintos valores que la componen. 1, record 23, Spanish, - grado%20beta%20de%20una%20cartera
Record number: 23, Textual support number: 1 OBS
grado beta de una cartera: término y definición extraídos del CAPITAL Business Dictionary con la autorización de LID Editorial Empresarial. 2, record 23, Spanish, - grado%20beta%20de%20una%20cartera
Record 24 - internal organization data 1998-03-16
Record 24, English
Record 24, Subject field(s)
- Currency and Foreign Exchange
Record 24, Main entry term, English
- long-term blended cost rate 1, record 24, English, long%2Dterm%20blended%20cost%20rate
Record 24, Abbreviations, English
Record 24, Synonyms, English
Record 24, Textual support, English
Record number: 24, Textual support number: 1 DEF
A rate used by IFC [International Finance Corporation] to assist in determining the performance of its loan portfolio, it is based on three parts of average costs of borrowed funds and one part capital resources. 1, record 24, English, - long%2Dterm%20blended%20cost%20rate
Record 24, French
Record 24, Domaine(s)
- Politique monétaire et marché des changes
Record 24, Main entry term, French
- panachage de long terme
1, record 24, French, panachage%20de%20long%20terme
masculine noun
Record 24, Abbreviations, French
Record 24, Synonyms, French
Record 24, Textual support, French
Record 24, Spanish
Record 24, Campo(s) temático(s)
- Política monetaria y mercado de cambios
Record 24, Main entry term, Spanish
- coeficiente de costos combinados a largo plazo
1, record 24, Spanish, coeficiente%20de%20costos%20combinados%20a%20largo%20plazo
masculine noun
Record 24, Abbreviations, Spanish
Record 24, Synonyms, Spanish
Record 24, Textual support, Spanish
Record 25 - internal organization data 1998-01-28
Record 25, English
Record 25, Subject field(s)
- Investment
Record 25, Main entry term, English
- CreditMetrics model 1, record 25, English, CreditMetrics%20model
Record 25, Abbreviations, English
Record 25, Synonyms, English
Record 25, Textual support, English
Record number: 25, Textual support number: 1 CONT
The CreditMetrics model launched this week by J. P. Morgan aims to build on this kind of approach by setting a market standard for measuring credit risk. The model aims to produce a single number for how much a bank stands to lose on a portfolio of credits which may have very different characteristics, and therefore how much capital it ought to hold in reserve. 1, record 25, English, - CreditMetrics%20model
Record 25, French
Record 25, Domaine(s)
- Investissements et placements
Record 25, Main entry term, French
- modèle CreditMetrics
1, record 25, French, mod%C3%A8le%20CreditMetrics
masculine noun
Record 25, Abbreviations, French
Record 25, Synonyms, French
Record 25, Textual support, French
Record number: 25, Textual support number: 1 CONT
Le modèle CreditMetrics récemment mis au point par J.P. Morgan a pour objet de définir une norme de marché en matière d'évaluation des risques de crédit en s'appuyant sur ce type d'approche. Le modèle vise à produire un chiffre unique représentant le montant qu'une banque risque de perdre sur un portefeuille de crédits très divers par leurs caractéristiques et, par conséquent, le montant de fonds propres qu'elle doit constituer en réserve. 1, record 25, French, - mod%C3%A8le%20CreditMetrics
Record 25, Spanish
Record 25, Textual support, Spanish
Record 26 - internal organization data 1998-01-28
Record 26, English
Record 26, Subject field(s)
- Investment
Record 26, Main entry term, English
- well-diversified portfolio 1, record 26, English, well%2Ddiversified%20portfolio
Record 26, Abbreviations, English
Record 26, Synonyms, English
Record 26, Textual support, English
Record number: 26, Textual support number: 1 CONT
A bank with a well-diversified portfolio would need less capital because its risks would be spread. 1, record 26, English, - well%2Ddiversified%20portfolio
Record 26, French
Record 26, Domaine(s)
- Investissements et placements
Record 26, Main entry term, French
- portefeuille judicieusement diversifié
1, record 26, French, portefeuille%20judicieusement%20diversifi%C3%A9
masculine noun
Record 26, Abbreviations, French
Record 26, Synonyms, French
- diversification judicieuse du portefeuille 2, record 26, French, diversification%20judicieuse%20du%20portefeuille
masculine noun
Record 26, Textual support, French
Record number: 26, Textual support number: 1 CONT
Une banque qui a procédé à une diversification judicieuse de son portefeuille aurait besoin de constituer moins de fonds propres du fait d'une meilleure répartition des risques encourus. 2, record 26, French, - portefeuille%20judicieusement%20diversifi%C3%A9
Record 26, Spanish
Record 26, Textual support, Spanish
Record 27 - internal organization data 1997-10-15
Record 27, English
Record 27, Subject field(s)
- Loans
Record 27, Main entry term, English
- special reserve fund
1, record 27, English, special%20reserve%20fund
correct
Record 27, Abbreviations, English
Record 27, Synonyms, English
Record 27, Textual support, English
Record number: 27, Textual support number: 1 CONT
Under... the Capital Access Program(CAP), the state assumes a small portion of the risk of medium-risk capital loans by making a payment into a special reserve fund, set up to cover future losses, from a portfolio of loans made by any individual bank. 1, record 27, English, - special%20reserve%20fund
Record 27, French
Record 27, Domaine(s)
- Prêts et emprunts
Record 27, Main entry term, French
- fonds de réserve spécial
1, record 27, French, fonds%20de%20r%C3%A9serve%20sp%C3%A9cial
correct, masculine noun
Record 27, Abbreviations, French
Record 27, Synonyms, French
Record 27, Textual support, French
Record number: 27, Textual support number: 1 CONT
Dans le cadre [du] Capital Access Program (CAP), l'État assume une faible part du risque des prêts pour immobilisations à risque modéré, en contribuant à un fonds de réserve spécial constitué pour couvrir les pertes ultérieures associées à un portefeuille de prêts accordés par des banques privées. 1, record 27, French, - fonds%20de%20r%C3%A9serve%20sp%C3%A9cial
Record 27, Spanish
Record 27, Textual support, Spanish
Record 28 - internal organization data 1997-10-15
Record 28, English
Record 28, Subject field(s)
- Loans
Record 28, Main entry term, English
- medium-risk capital loan
1, record 28, English, medium%2Drisk%20capital%20loan
correct
Record 28, Abbreviations, English
Record 28, Synonyms, English
Record 28, Textual support, English
Record number: 28, Textual support number: 1 CONT
Under... the Capital Access Program(CAP), the state assumes a small portion of the risk of medium-risk capital loans by making a payment into a special reserve fund, set up to cover future losses, from a portfolio of loans made by any individual bank. 1, record 28, English, - medium%2Drisk%20capital%20loan
Record 28, French
Record 28, Domaine(s)
- Prêts et emprunts
Record 28, Main entry term, French
- prêt pour immobilisations à risque modéré
1, record 28, French, pr%C3%AAt%20pour%20immobilisations%20%C3%A0%20risque%20mod%C3%A9r%C3%A9
correct, masculine noun
Record 28, Abbreviations, French
Record 28, Synonyms, French
Record 28, Textual support, French
Record number: 28, Textual support number: 1 CONT
Dans le cadre [du] Capital Access Program (CAP), l'État assume une faible part du risque des prêts pour immobilisations à risque modéré, en contribuant à un fonds de réserve spécial constitué pour couvrir les pertes ultérieures associées à un portefeuille de prêts accordés par des banques privées. 1, record 28, French, - pr%C3%AAt%20pour%20immobilisations%20%C3%A0%20risque%20mod%C3%A9r%C3%A9
Record 28, Spanish
Record 28, Textual support, Spanish
Record 29 - internal organization data 1997-06-23
Record 29, English
Record 29, Subject field(s)
- Titles of Programs and Courses
- Investment
Record 29, Main entry term, English
- Capital Portfolio Investment Plan 1, record 29, English, Capital%20Portfolio%20Investment%20Plan
Record 29, Abbreviations, English
Record 29, Synonyms, English
Record 29, Textual support, English
Record number: 29, Textual support number: 1 OBS
Aids to Navigation Program - Business Plan. 1, record 29, English, - Capital%20Portfolio%20Investment%20Plan
Record 29, French
Record 29, Domaine(s)
- Titres de programmes et de cours
- Investissements et placements
Record 29, Main entry term, French
- Plan d'investissement en capital
1, record 29, French, Plan%20d%27investissement%20en%20capital
masculine noun
Record 29, Abbreviations, French
Record 29, Synonyms, French
Record 29, Textual support, French
Record number: 29, Textual support number: 1 OBS
Programme des aides à la navigation - Plan d'activités. Le Plan d'investissement a été révisé en août 1994. 1, record 29, French, - Plan%20d%27investissement%20en%20capital
Record 29, Spanish
Record 29, Textual support, Spanish
Record 30 - internal organization data 1991-11-14
Record 30, English
Record 30, Subject field(s)
- Investment
- Stock Exchange
Record 30, Main entry term, English
- specialty fund
1, record 30, English, specialty%20fund
correct
Record 30, Abbreviations, English
Record 30, Synonyms, English
Record 30, Textual support, English
Record number: 30, Textual support number: 1 CONT
Specialty funds-are those which concentrate portfolio holdings on shares of a group of companies in one industry, in one geographic location or in one segment of the capital market. While still offering some diversification in their portfolios, they are more vulnerable to swings in the industry in whose shares they specialize or, if they have a portfolio of foreign securities, in currency values. 2, record 30, English, - specialty%20fund
Record 30, French
Record 30, Domaine(s)
- Investissements et placements
- Bourse
Record 30, Main entry term, French
- fonds spécialisé
1, record 30, French, fonds%20sp%C3%A9cialis%C3%A9
correct, masculine noun
Record 30, Abbreviations, French
Record 30, Synonyms, French
Record 30, Textual support, French
Record number: 30, Textual support number: 1 CONT
Les fonds spécialisés (...) dont les placements sont concentrés sur les actions d'un groupe de compagnies d'un même secteur industriel, d'une même région ou d'un même secteur du marché des capitaux. Bien que leur portefeuille présente un certain degré de diversification, ils sont plus vulnérables aux fluctuations cycliques du secteur industriel en question ou, s'ils ont un portefeuille composé de titres étrangers, à la valeur des monnaies. 2, record 30, French, - fonds%20sp%C3%A9cialis%C3%A9
Record 30, Spanish
Record 30, Textual support, Spanish
Record 31 - internal organization data 1991-10-30
Record 31, English
Record 31, Subject field(s)
- Investment
- Stock Exchange
Record 31, Main entry term, English
- balanced portfolio
1, record 31, English, balanced%20portfolio
correct
Record 31, Abbreviations, English
Record 31, Synonyms, English
Record 31, Textual support, English
Record number: 31, Textual support number: 1 CONT
Balanced funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income,... 2, record 31, English, - balanced%20portfolio
Record 31, Key term(s)
- balanced investment portfolio
- balanced stock portfolio
Record 31, French
Record 31, Domaine(s)
- Investissements et placements
- Bourse
Record 31, Main entry term, French
- portefeuille équilibré
1, record 31, French, portefeuille%20%C3%A9quilibr%C3%A9
correct, masculine noun
Record 31, Abbreviations, French
Record 31, Synonyms, French
- portefeuille de placement équilibré 2, record 31, French, portefeuille%20de%20placement%20%C3%A9quilibr%C3%A9
correct, masculine noun
- portefeuille d'investissement équilibré 3, record 31, French, portefeuille%20d%27investissement%20%C3%A9quilibr%C3%A9
correct, proposal, masculine noun
Record 31, Textual support, French
Record number: 31, Textual support number: 1 CONT
Les fonds équilibrés (...) dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividende et la plus-value du capital. 4, record 31, French, - portefeuille%20%C3%A9quilibr%C3%A9
Record 31, Spanish
Record 31, Textual support, Spanish
Record 32 - internal organization data 1991-02-10
Record 32, English
Record 32, Subject field(s)
- Federal Government Bodies and Committees (Canadian)
- Financial and Budgetary Management
- Financial Accounting
- Investment
Record 32, Main entry term, English
- Capital Portfolio Management Division 1, record 32, English, Capital%20Portfolio%20Management%20Division
Record 32, Abbreviations, English
Record 32, Synonyms, English
Record 32, Key term(s)
- Capital Portfolio Management
Record 32, French
Record 32, Domaine(s)
- Organismes et comités fédéraux (Gouvernement canadien)
- Gestion budgétaire et financière
- Comptabilité générale
- Investissements et placements
Record 32, Main entry term, French
- Gestion d'immobilisations par composante
1, record 32, French, Gestion%20d%27immobilisations%20par%20composante
unofficial, feminine noun
Record 32, Abbreviations, French
Record 32, Synonyms, French
Record 32, Textual support, French
Record 32, Spanish
Record 32, Textual support, Spanish
Record 33 - internal organization data 1990-08-27
Record 33, English
Record 33, Subject field(s)
- Stock Exchange
Record 33, Main entry term, English
- conglomerate discount
1, record 33, English, conglomerate%20discount
correct
Record 33, Abbreviations, English
Record 33, Synonyms, English
Record 33, Textual support, English
Record number: 33, Textual support number: 1 CONT
Reflecting these realities, the U. S. capital markets today reward companies that follow the portfolio management model with a "conglomerate discount"; they value the whole less than the sum of the parts. 1, record 33, English, - conglomerate%20discount
Record 33, French
Record 33, Domaine(s)
- Bourse
Record 33, Main entry term, French
- abaissement du conglomérat
1, record 33, French, abaissement%20du%20conglom%C3%A9rat
masculine noun
Record 33, Abbreviations, French
Record 33, Synonyms, French
Record 33, Textual support, French
Record number: 33, Textual support number: 1 CONT
Reflétant ces réalités, les marchés financiers américains favorisent aujourd'hui les entreprises qui suivent le modèle de la gestion de portefeuille par un «abaissement du conglomérat», le tout valant moins pour eux que l'ensemble des parties. 1, record 33, French, - abaissement%20du%20conglom%C3%A9rat
Record 33, Spanish
Record 33, Textual support, Spanish
Record 34 - internal organization data 1989-10-30
Record 34, English
Record 34, Subject field(s)
- Investment
- Stock Exchange
Record 34, Main entry term, English
- dividend income
1, record 34, English, dividend%20income
correct
Record 34, Abbreviations, English
Record 34, Synonyms, English
Record 34, Textual support, English
Record number: 34, Textual support number: 1 CONT
Balanced funds-whose main investment objectives are a mixture of safety, income and capital appreciation. These objectives are sought through a balanced portfolio of fixed income securities for stability and income, plus a broadly diversified group of common stock holdings for diversification, dividend income and growth potential. 1, record 34, English, - dividend%20income
Record 34, French
Record 34, Domaine(s)
- Investissements et placements
- Bourse
Record 34, Main entry term, French
- revenu de dividendes
1, record 34, French, revenu%20de%20dividendes
correct, masculine noun
Record 34, Abbreviations, French
Record 34, Synonyms, French
Record 34, Textual support, French
Record number: 34, Textual support number: 1 CONT
Les fonds équilibrés (...) dont les principaux objectifs de placement combinent la sécurité, le revenu et la plus-value du capital. Le fonds cherche à atteindre ces objectifs au moyen d'un portefeuille équilibré composé de valeurs à revenu fixe pour la stabilité et le revenu et d'un ensemble très diversifié d'actions ordinaires pour la diversification, le revenu de dividendes et la plus-value du capital. 2, record 34, French, - revenu%20de%20dividendes
Record 34, Spanish
Record 34, Textual support, Spanish
Record 35 - internal organization data 1989-10-30
Record 35, English
Record 35, Subject field(s)
- Investment
Record 35, Main entry term, English
- safety of principal
1, record 35, English, safety%20of%20principal
correct
Record 35, Abbreviations, English
Record 35, Synonyms, English
Record 35, Textual support, English
Record number: 35, Textual support number: 1 CONT
When the portfolio has reached the stage where it gives an investor what he or she is specifically seeking as to types of securities, yield, prospects of growth of capital, safety of principal and marketability, it is said to be balanced. 1, record 35, English, - safety%20of%20principal
Record 35, French
Record 35, Domaine(s)
- Investissements et placements
Record 35, Main entry term, French
- sécurité du capital
1, record 35, French, s%C3%A9curit%C3%A9%20du%20capital
correct, feminine noun
Record 35, Abbreviations, French
Record 35, Synonyms, French
Record 35, Textual support, French
Record number: 35, Textual support number: 1 CONT
Lorsque le portefeuille est arrivé au stade où il répond aux désirs de l'investisseur en ce qui a trait aux genres de valeurs, au rendement, aux possibilités de plus-value du capital, à la sécurité du capital et à la négociabilité, on dit qu'il est «équilibré». 1, record 35, French, - s%C3%A9curit%C3%A9%20du%20capital
Record 35, Spanish
Record 35, Textual support, Spanish
Record 36 - internal organization data 1981-01-14
Record 36, English
Record 36, Subject field(s)
- Economic Doctrines, Systems and Policies
- Investment
Record 36, Main entry term, English
- capital investment control
1, record 36, English, capital%20investment%20control
correct
Record 36, Abbreviations, English
Record 36, Synonyms, English
Record 36, Textual support, English
Record number: 36, Textual support number: 1 OBS
[interest equalization tax] is intended as a curb on foreign portfolio investments by Americans, a reinforcement of the already-mentioned compulsory program of foreign capital investment control that was introduced in 1965 on commercial bank lending abroad and corporate foreign investment. 1, record 36, English, - capital%20investment%20control
Record 36, French
Record 36, Domaine(s)
- Doctrines, systèmes et politiques économiques
- Investissements et placements
Record 36, Main entry term, French
- contrôle des investissements de capitaux 1, record 36, French, contr%C3%B4le%20des%20investissements%20de%20capitaux
Record 36, Abbreviations, French
Record 36, Synonyms, French
Record 36, Textual support, French
Record 36, Spanish
Record 36, Textual support, Spanish
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