Dr. Harvey's Financial Glossary

Saturday, May 19, 2012

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Erosion: A negative impact on one or more of a firm's existing assets.
ES: The ISO 3166 country code for SPAIN.
Escalator clause: Provision in a contract allowing cost increases to be passed on. In an employment contract, for example an escalator clause may call for wage increases in line with inflation.
Escheat: Reversion of monies or securities to the state in which the securityholder was last known to reside, when no claim by the securityholder has been made after a certain period of time fixed by state law. This is known as the holding period or cut_off_date.
Escheat Period: The period of elapsed time required by applicable state law for property to be presumed abandoned.
Escheatment: The process of turning over unclaimed or abandoned property to a state authority. Escheatment laws require mutual funds to turn over uncashed or returned check dollars and/or client account fund shares if the owner cannot be located within a length of time determined by each state.
Escrow: Property or money held by a third party until the agreed upon obligations of a contract are met.
Escrow receipt: A document provided by a bank in options trading to guarantee that the underlying security is on deposit and available for potential delivery.
Escrowed to Maturity (ETM): Holding of the proceeds from a new bond issue to pay off an existing bond issue at its maturity_date.
ESOP: See: Employee Stock Ownership Plan
ESP: The ISO 4217 currency code for the Spanish Peseta.
Essential purpose (or function) bond: See: Public purpose bond
Estate planning: The preparation of a plan to carry out an individual's wishes as to the administration and disposition of his/her property before or after his/her death.
Estate tax: A federal or state tax imposed on an individual's assets inherited by heirs.
Estimated tax: Tax to be paid quarterly on income that is not subject to withholding tax, including self-employed income, investment income, alimony, rent, and capital_gain.
ET: The ISO 3166 country code for ETHIOPIA.
ETB: The ISO 4217 currency code for the Ethiopian Birr.
ETF: See Exchange Traded Fund.
Ethical fund: See Also: Socially conscious mutual fund
Ethics: Standards of conduct or moral judgment.
EU: See: European Union
Euclidean Geometry: The Plane geometry learned in high school, based upon a few ideal, smooth, symmetric shapes.
EUR: The ISO 4217 currency code for Euro.
EUREX: The European derivatives exchange formed in 1998 by a merger of the Deutsche Terminbörse (DTB) and the Swiss Options and Financial Futures Exchange (SOFFEX).
Euro: Originally, the term for a deposit made outside one's home country but denominated in the home country currency. This terminology is confusing now since the new European Currency unit, also called the Euro, was introduced on January 1, 1999.

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