TERMIUM Plus®
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PORTFOLIO TRANSACTION [5 records]
Record 1 - internal organization data 2019-11-26
Record 1, English
Record 1, Subject field(s)
- Occupation Names (General)
- Management Operations (General)
- Investment
Record 1, Main entry term, English
- investment manager
1, record 1, English, investment%20manager
correct
Record 1, Abbreviations, English
Record 1, Synonyms, English
- investment director 2, record 1, English, investment%20director
Record 1, Textual support, English
Record number: 1, Textual support number: 1 CONT
An investment manager may handle all activities associated with the management of client portfolios, from day-to-day buying and selling securities to portfolio monitoring, transaction settlement, performance measurement, and regulatory and client reporting. 3, record 1, English, - investment%20manager
Record number: 1, Textual support number: 1 OBS
Investment managers oversee the investments of individual clients. 4, record 1, English, - investment%20manager
Record 1, French
Record 1, Domaine(s)
- Désignations des emplois (Généralités)
- Opérations de la gestion (Généralités)
- Investissements et placements
Record 1, Main entry term, French
- directeur des placements
1, record 1, French, directeur%20des%20placements
correct, masculine noun
Record 1, Abbreviations, French
Record 1, Synonyms, French
- directrice des placements 1, record 1, French, directrice%20des%20placements
correct, feminine noun
Record 1, Textual support, French
Record 1, Spanish
Record 1, Campo(s) temático(s)
- Nombramiento de cargos (Generalidades)
- Operaciones de la gestión (Generalidades)
- Inversiones
Record 1, Main entry term, Spanish
- administrador de inversiones
1, record 1, Spanish, administrador%20de%20inversiones
correct, masculine noun
Record 1, Abbreviations, Spanish
Record 1, Synonyms, Spanish
- administradora de inversiones 1, record 1, Spanish, administradora%20de%20inversiones
correct, feminine noun
- gerente de inversiones 2, record 1, Spanish, gerente%20de%20inversiones
correct, masculine and feminine noun
Record 1, Textual support, Spanish
Record number: 1, Textual support number: 1 CONT
Un administrador de inversiones puede revestir muchas formas. Esta persona puede supervisar fondos de inversión o gestionar una cartera separada de acciones y bonos. 1, record 1, Spanish, - administrador%20de%20inversiones
Record 2 - internal organization data 2010-12-20
Record 2, English
Record 2, Subject field(s)
- Stock Exchange
- Investment
Record 2, Main entry term, English
- managed account
1, record 2, English, managed%20account
correct
Record 2, Abbreviations, English
Record 2, Synonyms, English
Record 2, Textual support, English
Record number: 2, Textual support number: 1 DEF
... an investment portfolio account of a client established in writing under which the portofolio adviser to the account makes investment decisions for the account and has full discretion to trade in securities of the account without requiring the client's express consent to a transaction... 2, record 2, English, - managed%20account
Record number: 2, Textual support number: 1 CONT
Managed accounts. This refers to an investment portfolio managed by a member through the grant of discretionary authority by a client on a continuing basis. 3, record 2, English, - managed%20account
Record 2, French
Record 2, Domaine(s)
- Bourse
- Investissements et placements
Record 2, Main entry term, French
- compte géré
1, record 2, French, compte%20g%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 DEF
[...] compte dans lequel un tiers est habilité à prendre des décisions de placement quotidiennes [...] 2, record 2, French, - compte%20g%C3%A9r%C3%A9
Record number: 2, Textual support number: 1 CONT
Les comptes gérés : Il s'agit d'un portefeuille de placement géré par un membre à qui un client a donné des pouvoirs discrétionnaires de façon continue. 3, record 2, French, - compte%20g%C3%A9r%C3%A9
Record 2, Spanish
Record 2, Textual support, Spanish
Record 3 - internal organization data 2010-10-20
Record 3, English
Record 3, Subject field(s)
- Financial and Budgetary Management
Record 3, Main entry term, English
- nonrecurring gain
1, record 3, English, nonrecurring%20gain
correct
Record 3, Abbreviations, English
Record 3, Synonyms, English
- non-recurring gain 2, record 3, English, non%2Drecurring%20gain
correct
Record 3, Textual support, English
Record number: 3, 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 3, English, - nonrecurring%20gain
Record number: 3, Textual support number: 1 CONT
A nonrecurring gain is a one-time event in accounting terms. 3, record 3, English, - nonrecurring%20gain
Record 3, French
Record 3, Domaine(s)
- Gestion budgétaire et financière
Record 3, Main entry term, French
- profit exceptionnel
1, record 3, French, profit%20exceptionnel
correct, masculine noun
Record 3, Abbreviations, French
Record 3, Synonyms, French
- gain non récurrent 2, record 3, French, gain%20non%20r%C3%A9current
correct, masculine noun
Record 3, Textual support, French
Record number: 3, 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 3, French, - profit%20exceptionnel
Record number: 3, 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 3, French, - profit%20exceptionnel
Record number: 3, 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 3, French, - profit%20exceptionnel
Record 3, Spanish
Record 3, Textual support, Spanish
Record 4 - internal organization data 2002-05-24
Record 4, English
Record 4, Subject field(s)
- Trade
- Financial and Budgetary Management
Record 4, Main entry term, English
- economic capital
1, record 4, English, economic%20capital
correct
Record 4, Abbreviations, English
Record 4, Synonyms, English
Record 4, Textual support, English
Record number: 4, 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 4, English, - economic%20capital
Record number: 4, 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 4, English, - economic%20capital
Record number: 4, 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 4, English, - economic%20capital
Record 4, French
Record 4, Domaine(s)
- Commerce
- Gestion budgétaire et financière
Record 4, Main entry term, French
- capital économique
1, record 4, French, capital%20%C3%A9conomique
correct, masculine noun
Record 4, Abbreviations, French
Record 4, Synonyms, French
Record 4, Textual support, French
Record number: 4, 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 4, French, - capital%20%C3%A9conomique
Record number: 4, 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 4, French, - capital%20%C3%A9conomique
Record 4, Spanish
Record 4, Textual support, Spanish
Record 5 - internal organization data 2000-12-13
Record 5, English
Record 5, Subject field(s)
- Stock Exchange
Record 5, Main entry term, English
- portfolio transaction
1, record 5, English, portfolio%20transaction
correct
Record 5, Abbreviations, English
Record 5, Synonyms, English
Record 5, Textual support, English
Record 5, French
Record 5, Domaine(s)
- Bourse
Record 5, Main entry term, French
- mouvement du portefeuille
1, record 5, French, mouvement%20du%20portefeuille
correct, masculine noun
Record 5, Abbreviations, French
Record 5, Synonyms, French
Record 5, Textual support, French
Record number: 5, Textual support number: 1 CONT
Les fluctuations agitant les marchés ont des répercussions sur une grande partie des actions, mais leur incidence peut varier considérablement en fonction des titres. [...] Le second type de risque, c'est-à-dire le risque dû au mouvement d'un portefeuille de titres dans son ensemble, a toujours été lié à différents facteurs techniques, tels que les décisions de politique monétaire ou économique. 2, record 5, French, - mouvement%20du%20portefeuille
Record number: 5, Textual support number: 2 CONT
La Banque centrale européenne devrait maintenir le statu quo monétaire sur l'ensemble de l'année 1999 (en l'absence de baisse concertée des taux au niveau international) et les rendements obligataires de la zone euro resteront historiquement bas même si un mouvement de portefeuille favorable aux marchés d'actions se produit. 1, record 5, French, - mouvement%20du%20portefeuille
Record 5, Spanish
Record 5, Textual support, Spanish
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