Diferenças entre edições de "Lista de tópicos de finanças"

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Revisão das 04h18min de 26 de novembro de 2008 (ver código-fonte) Incognitus (discussão | contribs) ← Edição anterior		Revisão das 04h48min de 26 de novembro de 2008 (ver código-fonte) Incognitus (discussão | contribs) Edição posterior →
Linha 251:		Linha 251:
	==Mercados==		==Mercados==
	===Mercados e Instrumentos financeiros===		===Mercados e Instrumentos financeiros===
−	* [[Capital market]]s	+	* [[Mercado de capitais]]
−	* [[Security (finance)|Securities]]	+	* [[Instrumento financeiro]]
−	* [[Financial markets]]	+	* [[Mercado financeiro]]
−	* [[Primary market]]	+	* [[Mercado primário]]
	* [[Initial public offering]]		* [[Initial public offering]]
	* [[Aftermarket]]		* [[Aftermarket]]
−	* [[Free market]]	+	* [[Mercado livre]]
	* [[Bull market]]		* [[Bull market]]
	* [[Bear market]]		* [[Bear market]]
−	* [[Bear market rally]]	+	* [[Rally em Bear market]]
	* [[Market maker]]		* [[Market maker]]
−	* [[Dow Jones Industrial Average]]	+	* [[Dow Jones]]
	* [[Nasdaq]]		* [[Nasdaq]]
−	* [[List of stock exchanges]]	+	* [[Lista de bolsas de valores]]
−	* [[List of stock market indices]]	+	* [[Lista de índices bolsistas]]
−	* [[List of corporations by market capitalization]]	+	* [[Lista de empresas ordenadas pela capitalização bolsista]]
	===Mercado accionista===		===Mercado accionista===
−	* [[Stock market]]	+	* [[Mercado accionista]]
−	* [[Stock]]	+	* [[Acção]]
−	* [[Common stock]]	+	* [[Acção ordinária]]
−	* [[Preferred stock]]	+	* [[Acção preferencial]]
−	* [[Treasury stock]]	+	* [[Acções próprias]]
−	* [[Equity investment]]	+	* [[Investimento em equity]]
−	* [[Index investing]]	+	* [[Indexação]]
	* [[Private Equity]]		* [[Private Equity]]
−	* [[Financial reports]] and statements	+	* [[Relatórios financeiros]]
−	* [[Fundamental analysis]]	+	* [[Análise fundamental]]
−	* [[Dividend]]	+	* [[Dividendo]]
	* [[Dividend yield]]		* [[Dividend yield]]
−	* [[Stock split]]	+	* [[Split]]
	====Avaliação de acções====		====Avaliação de acções====
−	* [[Dow Theory]]	+	* [[Teoria de Dow]]
−	* [[Elliott Wave Theory]]	+	* [[Teoria das ondas de Elliott]]
	* [[Economic value added]]		* [[Economic value added]]
−	* [[Gordon model]]	+	* [[Modelo de Gordon]]
−	* [[Growth stock]]	+	* [[Acção de crescimento]]
−	* [[Mergers and acquisitions]]	+	* [[Fusões e aquisições]]
	* [[Leveraged buyout]]		* [[Leveraged buyout]]
−	* [[Takeover]]	+	* [[Aquisição]]
−	* [[Corporate raid]]	+	* [[Raid corporativo]]
−	* [[PE ratio]]	+	* [[PER]]
−	* [[Market capitalization]]	+	* [[Capitalização bolsista]]
−	* [[Income per share]]	+	* [[EPS]]
−	* [[Stock valuation]]	+	* [[Avaliação de acções]]
−	* [[Technical analysis]]	+	* [[Análise técnica]]
−	* [[Chart patterns]]	+	* [[Padrões técnicos]]
	* [[V-trend]]		* [[V-trend]]
	====Teoria de investimentos====		====Teoria de investimentos====
−	*[[Behavioral finance]]	+	*[[Finança comportamental]]
	*[[Dead cat bounce]]		*[[Dead cat bounce]]
−	*[[Efficient market hypothesis]]	+	*[[Hipótese dos mercados eficientes]]
−	*[[Market microstructure]]	+	*[[Microestrutura do mercado]]
−	*[[Stock market crash]]	+	*[[Crash bolsista]]
−	*[[Stock market bubble]]	+	*[[Bolha]]
−	*[[January effect]]	+	*[[Efeito de Janeiro]]
−	*[[Mark Twain effect]]	+	*[[Efeito de Mark Twain]]
−	*[[Quantitative behavioral finance]]	+	*[[Finança comportamental quantitativa]]
−	*[[Quantitative analyst]]	+	*[[Analista quantitativo]]
−	*[[Statistical arbitrage]]	+	*[[Arbitragem estatística]]
	===Mercado de Obrigações===		===Mercado de Obrigações===
−	* [[Bond (finance)]]	+	* [[Obrigação]]
−	* [[Zero coupon bond]]	+	* [[Obrigação cupão zero]]
−	* [[Junk bonds]]	+	* [[Junk bond]]
−	* [[Convertible bond]]	+	* [[Obrigação convertível]]
	* [[Accrual bond]]		* [[Accrual bond]]
−	* [[Municipal bond]]	+	* [[Obrigação municipal]]
−	* [[Sovereign bond]]	+	* [[Obrigação soberana]]
−	* [[Bond valuation]]	+	* [[Avaliação de obrigações]]
	** [[Yield to maturity]]		** [[Yield to maturity]]
−	** [[Bond duration]]	+	** [[Duration]]
−	** [[Bond convexity]]	+	** [[Convexidade]]
−	* [[Fixed income]]	+	* [[Taxa fixa]]
	===Mercado monetário===		===Mercado monetário===
−	* [[Repurchase agreement]]	+	* [[Repo]]
−	* [[International Money Market]]	+	* [[Mercado monetário internacional]]
−	* [[Currency]]	+	* [[Moeda]]
−	* [[Exchange rate]]	+	* [[Taxa de câmbio]]
−	* [[ISO 4217|International currency codes]]	+	* [[ISO 4217|Códigos internacionais das moedas]]
−	* [[Table of historical exchange rates]]	+	* [[Tabela de taxas de câmbio históricas]]
	===Mercado de Commodities===		===Mercado de Commodities===
	* [[Commodity]]		* [[Commodity]]
−	** [[Asset]]	+	** [[Activo]]
	** [[Commodity Futures Trading Commission]]		** [[Commodity Futures Trading Commission]]
	** [[Day trading]]		** [[Day trading]]
−	** [[Drawdowns]]	+	** [[Drawdown]]
	** [[Forfaiting]]		** [[Forfaiting]]
−	** [[Fundamental analysis]]	+	** [[Futuro]]
−	** [[Futures contract]]	+	** [[Fungibilidade]]
−	** [[Fungibility]]	+	** [[Ouro como um investimento]]
−	** [[Gold as an investment]]	+	** [[Hedge]]
−	** [[Hedge (finance)|Hedging]]	+	** [[Jesse Livermore]]
−	** [[Jesse Lauriston Livermore]]	+	** [[Lista de commodities transaccionáveis]]
−	** [[List of traded commodities]]	+
	** [[MACD]]		** [[MACD]]
	** [[Ownership equity]]		** [[Ownership equity]]
−	** [[Position trader (futures)|Position trader]]	+	** [[Position trader]]
−	** [[Risk (Futures)]]	+	** [[Risco]]
−	** [[Seasonal traders]]	+	** [[Traders sazonais]]
−	** [[Seasonal spread trading]]	+	** [[Spread trading sazonal]]
−	** [[slippage (finance)|Slippage]]	+	** [[Slippage]]
−	** [[Speculation]]	+	** [[Especulação]]
	** [[Spread]]		** [[Spread]]
−	** [[Technical analysis]]	+	** [[Análise técnica]]
−	*** [[Breakout (technical analysis)|Breakout]]	+	*** [[Breakout]]
	*** [[Bear market]]		*** [[Bear market]]
−	*** [[Bottom (technical analysis)]]	+	*** [[Fundo]]
	*** [[Bull market]]		*** [[Bull market]]
−	*** [[moving average (finance)|Moving average]]	+	*** [[Média móvel]]
−	*** [[Open interest (futures)|Open Interest]]	+	*** [[Open interest]]
−	*** [[Parabolic SAR]]	+	*** [[SAR Parabólica]]
−	*** [[Point and figure charts]]	+	*** [[Gráfico de ponto e figura]]
−	*** [[Resistance (technical analysis)|Resistance]]	+	*** [[Resistência]]
−	*** [[Relative Strength Index|RSI]]	+	*** [[RSI]]
−	*** [[Stochastic oscillator]]	+	*** [[Oscilador estocástico]]
−	*** [[Stop loss order|Stop loss]]	+	*** [[Ordem Stop loss]]
−	*** [[Support (technical analysis)|Support]]	+	*** [[Suporte]]
−	*** [[Top (technical analysis)]]	+	*** [[Topo]]
	** [[Trade]]		** [[Trade]]
−	** [[Market Trend|Trend]]	+	** [[Tendência]]
	===Mercado de Derivados===		===Mercado de Derivados===
−	*[[Derivative (finance)]]	+	*[[Derivado]]
−	*(see also [[List of finance topics#Mathematics and Finance|Financial mathematics topics]]; [[Financial mathematics#Derivatives pricing|Derivatives pricing]])	+	*[[Subjacente]]
−	* [[Underlying instrument]]	+
	====Mercado de forwards e contratos====		====Mercado de forwards e contratos====
−	* [[Forward contract]]	+	* [[Contrato Forward]]
	====Mercado de futuros e contratos====		====Mercado de futuros e contratos====
	* [[Backwardation]]		* [[Backwardation]]
	* [[Contango]]		* [[Contango]]
−	* [[Futures contract]]	+	* [[Futuro]]
−	**[[Currency future]]	+	**[[Futuro cambial]]
−	**[[Financial future]]	+	**[[Futuro financeiro]]
−	**[[Interest rate future]]	+	**[[Futuro de taxa de juro]]
−	** [[Futures exchange]]	+	**[[Bolsa de futuros]]
	====Mercado de opções e contratos====		====Mercado de opções e contratos====
−	* [[Option (finance)|Option]]s	+	* [[Opção]]
	** [[Stock option]]		** [[Stock option]]
	*** [[Box spread]]		*** [[Box spread]]
−	*** [[Call option]]	+	*** [[Call]]
−	*** [[Put option]]	+	*** [[Put]]
−	*** [[Strike price]]	+	*** [[Preço de exercício]]
−	*** [[Put-call parity]]	+	*** [[Paridade put-call]]
−	*** [[The Greeks]]	+	*** [[Gregos]]
−	*** [[Black-Scholes formula]]	+	*** [[Black-Scholes]]
−	*** [[Black model]]	+	*** [[Modelo de Black]]
−	*** [[Binomial options model]]	+	*** [[Modelo Binomial para avaliação de opções]]
−	*** [[Implied volatility]]	+	*** [[Volatilidade implícita]]
−	*** [[Option time value]]	+	*** [[Valor temporal]]
	***[[Moneyness]]		***[[Moneyness]]
	****[[At-the-money]]		****[[At-the-money]]
Linha 413:		Linha 411:
	****[[Out-of-the-money]]		****[[Out-of-the-money]]
	*** [[Straddle]]		*** [[Straddle]]
−	*** [[Option style]]	+	*** [[Estilo da opção]]
−	**** [[Vanilla option]]	+	**** [[Opção vanilla]]
−	**** [[Exotic option]]	+	**** [[Opção exótica]]
−	**** [[Binary option]]	+	**** [[Opção binária]]
−	**** [[European option]]	+	**** [[Opção europeia]]
−	***** [[Interest rate floor]]	+	***** [[Floor]]
−	***** [[Interest rate cap]]	+	***** [[Cap]]
−	**** [[Bermudan option]]	+	**** [[Opção de bermudas]]
−	**** [[American option]]	+	**** [[Opção americana]]
−	**** [[Quanto option]]	+	**** [[Opção quanto]]
−	**** [[Asian option]]	+	**** [[Opção asiática]]
−	*** [[Employee stock option]]	+	*** [[Stock option]]
−	** [[Warrant (finance)|Warrants]]	+	** [[Warrant]]
−	** [[Foreign exchange option]]	+	** [[Opção cambial]]
−	** [[Interest rate option]]s	+	** [[Opção sobre taxa de juro]]
−	** [[Bond option]]s	+	** [[Opção sobre obrigações]]
−	** [[Real option]]s	+	** [[Opção real]]
−	** [[Futures contract#Options on futures|Options on futures]]	+	** [[Opção sobre futuros]]
	====Mercado de Swaps e contratos====		====Mercado de Swaps e contratos====
−	* [[Swap (finance)]]	+	* [[Swap]]
−	** [[Interest rate swap]]	+	** [[Swap de taxa de juro]]
−	** [[Basis swap]]	+	** [[Swap de base]]
−	** [[Stock swap]]	+	** [[Swap de acçõesStock]]
	** [[Equity swaps]]		** [[Equity swaps]]
−	** [[Currency swap]]	+	** [[Swap cambial]]
−	** [[Variance swap]]	+	** [[Swap de variância]]
−	:see: [[w:Swap (finance)]]	+
	====Mercado de derivados por subjacente====		====Mercado de derivados por subjacente====
Linha 454:		Linha 451:
	*[[Broad Index Guarded Equity-Linked Securities]] (BRIDGES)		*[[Broad Index Guarded Equity-Linked Securities]] (BRIDGES)
	*[[Canadian Originated Preferred Securities]] (COPrS)		*[[Canadian Originated Preferred Securities]] (COPrS)
−	*[[Closed-end fund]]
	*[[Commodity-Indexed Preferred Securities]] (ComPS)		*[[Commodity-Indexed Preferred Securities]] (ComPS)
	*[[Common-Linked Higher Income Participation Securities]] (CHIPS)		*[[Common-Linked Higher Income Participation Securities]] (CHIPS)
−	*[[Common stock]]
	*[[Convertible Contingent Debt Securities]] (CODES)		*[[Convertible Contingent Debt Securities]] (CODES)
	*[[Corporate-Backed Trust Securities]] (CorTS)		*[[Corporate-Backed Trust Securities]] (CorTS)
Linha 471:		Linha 466:
	*[[Equity Providing Preferred Income Convertible Securities]] (EPPICS)		*[[Equity Providing Preferred Income Convertible Securities]] (EPPICS)
	*[[Exchange Preferred Income Cumulative Shares]] (EPICS)		*[[Exchange Preferred Income Cumulative Shares]] (EPICS)
−	*[[Exchange-traded fund]] (ETF)
	*[[Exchangeable Capital Units]] (ExCaps)		*[[Exchangeable Capital Units]] (ExCaps)
	*[[Foreign Currency Return Notes]] (FORENS)		*[[Foreign Currency Return Notes]] (FORENS)
Linha 496:		Linha 490:
	*[[Preferred Income Equity Redeemable Shares]] (PIERS)		*[[Preferred Income Equity Redeemable Shares]] (PIERS)
	*[[Preferred Redeemable Increased Dividend Equity Securities]] (PRIDES)		*[[Preferred Redeemable Increased Dividend Equity Securities]] (PRIDES)
−	*[[Preferred stock]]
	*[[Premium Equity Participating Securities]] (PEPS)		*[[Premium Equity Participating Securities]] (PEPS)
	*[[Premium Income Equity Securities]] (PIES)		*[[Premium Income Equity Securities]] (PIES)
Linha 512:		Linha 505:
	*[[Reset Put Securities]] (REPS)		*[[Reset Put Securities]] (REPS)
	*[[Return Enhanced Convertible Securities]] (RECONS)		*[[Return Enhanced Convertible Securities]] (RECONS)
−	*[[Rights]]	+	*[[Direitos]]
	*[[Risk Adjusting Equity Range Securities]] (RANGERS)		*[[Risk Adjusting Equity Range Securities]] (RANGERS)
	*[[Secure Principal Energy Receipts]] (SPERS)		*[[Secure Principal Energy Receipts]] (SPERS)
Linha 542:		Linha 535:
	*[[Trust Preferred Stock]] (TruPs)		*[[Trust Preferred Stock]] (TruPs)
	*[[Trust Units Exchangeable for Preference Shares]] (TrUEPrS)		*[[Trust Units Exchangeable for Preference Shares]] (TrUEPrS)
−	*[[Warrant (finance)|Warrants]]	+	*[[Warrant]]
	*[[Warrants & Income Redeemable Equity Securities]] (WIRES)		*[[Warrants & Income Redeemable Equity Securities]] (WIRES)
	*[[Yield Enhanced Equity-Linked Debt Securities]] (YEELDS)		*[[Yield Enhanced Equity-Linked Debt Securities]] (YEELDS)
Linha 548:		Linha 541:
	=====Derivados sobre taxas de juro=====		=====Derivados sobre taxas de juro=====
−	* [[Financial future]]	+	* [[Futuro financeiro]]
	* [[LIBOR]]		* [[LIBOR]]
	* [[Forward rate agreement]]		* [[Forward rate agreement]]
−	* [[Interest rate swap]]	+	* [[Swap de taxa de juro]]
−	* [[Interest rate cap]]	+	* [[Cap]]
−	* [[Exotic interest rate option]]	+	* [[Opção exótica de taxa de juro]]
−	* [[Interest rate swap]]	+
	** [[Swaption]]		** [[Swaption]]
Linha 560:		Linha 552:
	* [[Credit default swap]]		* [[Credit default swap]]
	* [[Collateralized debt obligation]]		* [[Collateralized debt obligation]]
−	* [[Credit default option]]	+	* [[Opção de credit default]]
	* [[Total return swap]]		* [[Total return swap]]
−	* [[Securitization]]	+	* [[Securitização]]
	==Avaliação==		==Avaliação==
−	*[[Value (economics)]]	+	*[[Valor]]
−	*[[Fair value]]	+	*[[Valor justo]]
		+
	===Avaliação por Discounted cash flow===		===Avaliação por Discounted cash flow===
	*[[Cash flow]]		*[[Cash flow]]
−	** [[Operating cash flow]]	+	** [[Cash flow operacional]]
−	* [[Time value of money]]	+	* [[Valor temporal do dinheiro]]
−	** [[Present value]]	+	** [[Valor actual]]
−	** [[Future value]]	+	** [[Valor futuro]]
−	** [[Actualization]]	+	** [[Actualização]]
−	** [[Discount]]ing	+	** [[Desconto]]
−	* [[Bond valuation]]	+	* [[Avaliação de obrigações]]
	**[[Yield to maturity]]		**[[Yield to maturity]]
−	**[[Bond duration|Duration]]	+	**[[Duration]]
−	**[[Bond convexity|Convexity]]	+	**[[Convexidade]]
−	*[[Stock|Equity]] valuation	+	*[[Acção]]
−	** [[Equivalent Annual Cost]]	+	** [[Custo equivalente anual]]
	** [[Net present value]]		** [[Net present value]]
−	** [[Discount|Discount rate]]	+	** [[Taxa de desconto]]
	***[[Capital Asset Pricing Model]]		***[[Capital Asset Pricing Model]]
	***[[Arbitrage pricing theory]]		***[[Arbitrage pricing theory]]
−	***[[Cost of capital]]	+	***[[Custo do capital]]
−	***[[Weighted average cost of capital]]	+	***[[Custo médio ponderado do capital]]
−	** [[Fundamental analysis]]	+	** [[Análise fundamental]]
−	** [[Stock valuation]]	+	** [[Avaliação de acções]]
−	** [[Business valuation]]	+	** [[Avaliação de negócios]]
−	** [[Corporate finance#The investment decision|The investment decision]]	+	** [[Corporate finance]]
	===Avaliação relativa===		===Avaliação relativa===
	* [[Dividend yield]]		* [[Dividend yield]]
−	* [[Financial ratio]]	+	* [[Rácios financeiros]]
−	* [[Market-based valuation]]	+	* [[Avaliação baseada no mercado]]
−	* [[PE ratio]]	+	* [[PER]]
−	* [[Relative valuation]]	+	* [[EV/EBITDA]]
−	* [[Stock image]]	+	* [[Avaliação relativa]]
−	* [[Stock profile]]	+	* [[Perfil da acção]]
		+	* [[Soma das partes]]
	===Avaliação por Contingent claims===		===Avaliação por Contingent claims===
−	:''See also [[List of finance topics#Derivatives pricing|derivatives pricing]]''	+	* [[Pricing racional]]
−	* [[Rational pricing]] assumptions	+	**[[Risk-neutral measure]]
−	**[[Risk-neutral measure|Risk neutral valuation]]	+	**[[Arbitrage-free]]
−	**[[Arbitrage-free|Arbitrage free pricing]]	+	* [[Matemática financeira]]
−	* [[Financial mathematics#Derivatives pricing|Derivatives pricing]]	+	**[[Futuro]]
−	**[[Futures contract|Futures]]	+	***[[Pricing de futuros]]
−	***[[Futures contract#Pricing|Futures contract Pricing]]	+	**[[Opção]]
−	**[[Option (finance)|Options]] (and [[Real option]]s)	+	*** [[Black-Scholes]]
−	*** [[Black-Scholes formula]]	+	*** [[Modelo de Black]]
−	*** [[Black model]]	+	*** [[Modelo binomial]]
−	*** [[Binomial options model]]	+	**[[Modelos para taxas curtas]]
−	**[[Short-rate model]]s (used in pricing [[bond option]]s, [[swaption]]s and other interest rate derivatives)	+	***[[Modelo Rendleman-Bartter]]
−	***[[Rendleman-Bartter model]]	+	***[[Modelo Vasicek]]
−	***[[Vasicek model]]	+	***[[Modelo Ho-Lee]]
−	***[[Ho-Lee model]]	+	***[[Modelo Hull-White]]
−	***[[Hull-White model]]	+	***[[Modelo Cox-Ingersoll-Ross]]
−	***[[Cox-Ingersoll-Ross model]]	+	***[[Modelo Black-Karasinski]]
−	***[[Black-Karasinski model]]	+	***[[Modelo Black-Derman-Toy]]
−	***[[Black-Derman-Toy model]]	+	***[[Modelo Longstaff-Schwartz]]
−	***[[Longstaff-Schwartz model]]	+	***[[Modelo Chen]]
−	***[[Chen model]]	+
	==Corporate finance==		==Corporate finance==
−	* [[Balance sheet analysis]]	+	* [[Análise de balanço]]
−	** [[Financial ratio]]	+	** [[Rácios financeiros]]
−	* [[Business plan]]	+	* [[Plano de negócio]]
−	* [[Capital budgeting]]	+	* [[Orçamento de capital]]
−	** [[Corporate finance#Capital investment decisions|Capital investment decisions]]	+	** [[Corporate finance#A decisão de investimento]]
−	** [[Corporate finance#The investment decision|The investment decision]]	+	*** [[Avaliação de negócios]]
−	*** [[Business valuation]]	+	*** [[Avaliação de acções]]
−	*** [[Stock valuation]]	+	*** [[Análise fundamental]]
−	*** [[Fundamental analysis]]	+	*** [[Opções reais]]
−	*** [[Real option]]s	+	*** [[Lista de tópicos de avaliação]]
−	*** [[List of finance topics#Valuation|Valuation topics]]	+	*** [[Teorema de separação de Fisher]]
−	*** [[Fisher separation theorem]]	+	** [[Corporate finance#A decisão de financiamento]]
−	** [[Corporate finance#The financing decision|The financing decision]]	+	*** [[Estrutura de capital]]
−	*** [[Capital structure]]	+	*** [[Custo do capital]]
−	*** [[Cost of capital]]	+
	*** [[Weighted average cost of capital]]		*** [[Weighted average cost of capital]]
−	*** [[Modigliani-Miller theorem]]	+	*** [[Teorema de Modigliani-Miller]]
−	** [[The Dividend Decision]]	+	** [[A decisão do dividendo]]
−	***[[Dividend]]	+	***[[Dividendo]]
−	*** [[Dividend tax]]	+	*** [[Imposto sobre dividendos]]
−	*** [[Dividend yield]]	+	*** [[Yield do dividendo]]
−	***[[Modigliani-Miller theorem]]	+	***[[Teorema de Modigliani-Miller]]
−	* [[Corporate action]]	+	* [[Acção corporativa]]
−	* [[Managerial finance]]	+	* [[Gestão financeira]]
−	**[[Management accounting]]	+	**[[Contabilidade de gestão]]
−	* [[Mergers and acquisitions]]	+	* [[Fusões e aquisições]]
	** [[leveraged buyout]]		** [[leveraged buyout]]
−	** [[takeover]]	+	** [[Aquisição]]
−	** [[corporate raid]]	+	** [[Raid corporativo]]
−	*[[Real option]]s	+	*[[Opções reais]]
−	*[[Return on investment]]	+	*[[Retorno do investimento]]
−	** [[Return on assets]]	+	** [[ROA]]
−	** [[Return on equity]]	+	** [[ROE]]
−	** [[Return on capital]]	+	** [[ROC]]
−	*[[Corporate finance#Working capital management|Working capital management]]	+	*[[Corporate finance#Gestão das necessidades de fundo de maneio]]
−	**[[cash conversion cycle]]	+	**[[Ciclo de conversão do dinheiro]]
−	**[[Return on capital]]	+	**[[ROC]]
	**[[Economic value added]]		**[[Economic value added]]
−	**[[Just In Time (business)|Just In Time]]	+	**[[Just In Time]]
−	**[[Economic order quantity]]	+	**[[Quantidade económica de encomenda]]
−	**[[Discounts and allowances]]	+	**[[Descontos]]
−	**[[Factoring (trade)]]	+	**[[Factoring]]
−	==Gestão de investimentos==<!-- This section is linked from [[Finance]] -->	+	==Gestão de investimentos==
	* [[Fund management]]		* [[Fund management]]
	** [[Active management]]		** [[Active management]]

---

Revisão das 04h48min de 26 de novembro de 2008

Artigo em edição Este artigo está em processo de edição. Se puder, ajude a editá-lo.

Lista organizada de tópicos sobre Finanças:

Conceitos financeiros fundamentais

• Finanças
  • Arbitragem
  • Capital (economia)
  • Capital asset pricing model
  • Cash flow
  • Cash flow matching
  • Dívida
    • Incumprimento
    • Dívida do consumidor
    • Consolidação de dívida
    • Debt settlement
    • Aconselhamento de crédito
    • Falência
    • Dieta de dívida
    • Dívida - método da bola de neve
  • Discounted cash flow
  • Capital financeiro
    • Financiamento
  • Modelamento financeiro
  • Empreendedor
    • Empreendorismo
  • Análise de taxa fixa
  • Gap financing
  • Hedge
    • Risco de base
  • Taxa de juro
    • Taxa de juro sem risco
    • Estrutura temporal das taxas de juro
  • Modelo de taxas curtas
  • Juro
    • Taxa de juro efectiva
    • Taxa de juro nominal
    • Base da taxa de juro
    • Equação de Fisher
    • Crowding out
    • Taxa de juro anual
    • Rácio de cobertura de juros
  • Investmento
    • Investimento directo estrangeiro
    • Ouro como investimento
    • Sobre-investimento
  • Alavancagem (negócio)
  • Valor locked-in
  • Longo
  • Liquidez
  • Margem
  • Mark to future
  • Mark to market
  • Impacto no mercado
  • Meio de troca
  • Microcrédito
  • Dinheiro
    • Moeda
    • Moeda (física)
    • Nota bancária
    • Dinheiro falso
  • Portfolio
    • Modern portfolio theory
  • Taxa de referência
    • Reset
  • Retorno
    • Retorno absoluto
    • Performance de investimentos
    • Retorno relativo
  • Right-financing
  • Risco
    • Gestão de risco
    • Medida de risco
      • Medida de risco coerente
      • Medida de risco espectral
      • Value at Risk
  • Análise de cenários
  • Curto
  • Especulação
    • Day trading
  • Position trader
  • Spread
  • Pagamento diferido
  • Reserva de valor
  • Horizonte temporal
  • Valor temporal do dinheiro
    • Descontar
    • Valor actual
    • Valor futuro
    • Net present value
    • Taxa interna de retorno
    • Taxa interna de retorno modificada
    • Anuidade
    • Perpetuidade
  • Unidade de conta
  • Volatilidade
  • Yield
  • Curva de taxa de juro

Contabilidade

• Contabilidade
• Lista de tópicos de contabilidade
• Contabilidade financeira
  • Relatórios de contas
    • Balanço
    • Mapa de cash flow
    • Demonstração de resultados
• Auditoria
• Contabilidade de gestão
• Software de contabilidade

Cálculo actuarial

• Lista de tópicos de cálculo actuarial

Instituições

Instituições financeiras

Instituições financeiras

• Banco
  • Lista de bancos
    • Lista de bancos Portugueses
    • Lista de bancos Brasileiros
    • Lista de bancos Europeus
    • Lista de bancos Americanos
  • Advising bank
  • Banco central
    • Lista de bancos centrais
  • Banco comercial
  • Banco de desenvolvimento comunitário
  • Cooperativa bancária
  • Banco custodiante
  • Banco depositário
  • Banco de investimento
  • Banco Islâmico
  • Banco de comércio
  • Microcrédito
  • Banco mutualista
  • Banco nacional
  • Banco offshore
  • Banco privado
  • Savings bank
  • Banco Suiço
• Holding bancária
• Sociedade de construção
• Central de liquidação
• Credor comercial
• Instituição financeira de desenvolvimento comunitário
• Agência de rating de crédito
• União de crédito
• Financeira diversificada
• Edge Act Corporation
• Agência de crédito de exportação
• Consultor financeiro
• Intermediário financeiro
• Planeador financeiro
• Bolsa de futuros
  • Lista de bolsas de futuros
• Government sponsored enterprise
• Hard money lender
• Consultor financeiro independente
• Industrial loan company
• Regulador de seguros
• Companhia de seguros
• Consultor de investimentos
• Companhia de investimentos
• Trust de investimentos
• Fundo de investimento
• Companhia financeira não-bancária
• Prime broker
• Broker de retalho
• Caixa de poupanças
• Broker de acções
• Bolsa de valores
  • Lista de bolsas de valores
• Trust empresarial

Temas bancários

• Banca anónima
• Multibanco
• Depósito
• Múltiplo de criação de depósitos
• Empréstimo
  • Pré-qualificação
  • Pré-aprovamento
  • Subprime
• Levantamento

Regulação financeira

• Corporate governance
• Regulação financeira
  • Regulação bancária
    • Licença bancária

Certificações

• Certified Financial Planner
• Chartered Financial Analyst
  • Instituto CFA
• Chartered Financial Consultant
• Independent Financial Adviser
  • Chartered Insurance Institute
• Financial Risk Manager
• Chartered Accountant
• Técnico oficial de contas
• Revisor oficial de contas

Fraude

• Fraude em forex
• Insider trading
• Teoria das origens legais
• Gerador de petições
• Esquema de Ponzi

Associações financeiras

• International Swaps and Derivatives Association
• National Association of Securities Dealers

Reguladores

• Bank for International Settlements

Portugal

• CMVM
• Banco de Portugal
• Instituto de Seguros de Portugal

Brasil

Reino Unido

• Financial Services Authority

União Europeia

• European Securities Committee
• Committee of European Securities Regulators

EUA

• Commodity Futures Trading Commission
• Municipal Securities Rulemaking Board
• Office of the Comptroller of the Currency
• Securities and Exchange Commission

Legislação (Portugal)

Legislação (Brasil)

Legislação (EUA)

• Glass-Steagall Act (US)
• Gramm-Leach-Bliley Act (US)
• Sarbanes-Oxley Act (US)
• Securities Act of 1933 (US)
• Securities Exchange Act of 1934 (US)
• Investment Advisers Act of 1940 (US)
• USA PATRIOT Act

Mercados

Mercados e Instrumentos financeiros

• Mercado de capitais
• Instrumento financeiro
• Mercado financeiro
• Mercado primário
• Initial public offering
• Aftermarket
• Mercado livre
• Bull market
• Bear market
• Rally em Bear market
• Market maker
• Dow Jones
• Nasdaq
• Lista de bolsas de valores
• Lista de índices bolsistas
• Lista de empresas ordenadas pela capitalização bolsista

Mercado accionista

• Mercado accionista
• Acção
• Acção ordinária
• Acção preferencial
• Acções próprias
• Investimento em equity
• Indexação
• Private Equity
• Relatórios financeiros
• Análise fundamental
• Dividendo
• Dividend yield
• Split

Avaliação de acções

• Teoria de Dow
• Teoria das ondas de Elliott
• Economic value added
• Modelo de Gordon
• Acção de crescimento
• Fusões e aquisições
• Leveraged buyout
• Aquisição
• Raid corporativo
• PER
• Capitalização bolsista
• EPS
• Avaliação de acções
• Análise técnica
• Padrões técnicos
• V-trend

Teoria de investimentos

• Finança comportamental
• Dead cat bounce
• Hipótese dos mercados eficientes
• Microestrutura do mercado
• Crash bolsista
• Bolha
• Efeito de Janeiro
• Efeito de Mark Twain
• Finança comportamental quantitativa
• Analista quantitativo
• Arbitragem estatística

Mercado de Obrigações

• Obrigação
• Obrigação cupão zero
• Junk bond
• Obrigação convertível
• Accrual bond
• Obrigação municipal
• Obrigação soberana
• Avaliação de obrigações
  • Yield to maturity
  • Duration
  • Convexidade
• Taxa fixa

Mercado monetário

• Repo
• Mercado monetário internacional
• Moeda
• Taxa de câmbio
• Códigos internacionais das moedas
• Tabela de taxas de câmbio históricas

Mercado de Commodities

• Commodity
  • Activo
  • Commodity Futures Trading Commission
  • Day trading
  • Drawdown
  • Forfaiting
  • Futuro
  • Fungibilidade
  • Ouro como um investimento
  • Hedge
  • Jesse Livermore
  • Lista de commodities transaccionáveis
  • MACD
  • Ownership equity
  • Position trader
  • Risco
  • Traders sazonais
  • Spread trading sazonal
  • Slippage
  • Especulação
  • Spread
  • Análise técnica
    • Breakout
    • Bear market
    • Fundo
    • Bull market
    • Média móvel
    • Open interest
    • SAR Parabólica
    • Gráfico de ponto e figura
    • Resistência
    • RSI
    • Oscilador estocástico
    • Ordem Stop loss
    • Suporte
    • Topo
  • Trade
  • Tendência

Mercado de Derivados

• Derivado
• Subjacente

Mercado de forwards e contratos

• Contrato Forward

Mercado de futuros e contratos

• Backwardation
• Contango
• Futuro
  • Futuro cambial
  • Futuro financeiro
  • Futuro de taxa de juro
  • Bolsa de futuros

Mercado de opções e contratos

• Opção
  • Stock option
    • Box spread
    • Call
    • Put
    • Preço de exercício
    • Paridade put-call
    • Gregos
    • Black-Scholes
    • Modelo de Black
    • Modelo Binomial para avaliação de opções
    • Volatilidade implícita
    • Valor temporal
    • Moneyness
      • At-the-money
      • In-the-money
      • Out-of-the-money
    • Straddle
    • Estilo da opção
      • Opção vanilla
      • Opção exótica
      • Opção binária
      • Opção europeia
        • Floor
        • Cap
      • Opção de bermudas
      • Opção americana
      • Opção quanto
      • Opção asiática
    • Stock option
  • Warrant
  • Opção cambial
  • Opção sobre taxa de juro
  • Opção sobre obrigações
  • Opção real
  • Opção sobre futuros

Mercado de Swaps e contratos

• Swap
  • Swap de taxa de juro
  • Swap de base
  • Swap de acçõesStock
  • Equity swaps
  • Swap cambial
  • Swap de variância

Mercado de derivados por subjacente

Derivados sobre acções

• Accelerated Market Participation Securities (AMPS)
• Accelerated Return Equity Securities (ARES)
• Asset Return Obligation Securities (ASTROS)
• Automatic Common Exchange Securities (ACES)
• Basket Adjusting Structured Equity Securities (BASES)
• Basket Opportunity Exchangeable Securities (BOXES)
• Bifurcated Option Note Unit Securities (BONUSES)
• Broad Index Guarded Equity-Linked Securities (BRIDGES)
• Canadian Originated Preferred Securities (COPrS)
• Commodity-Indexed Preferred Securities (ComPS)
• Common-Linked Higher Income Participation Securities (CHIPS)
• Convertible Contingent Debt Securities (CODES)
• Corporate-Backed Trust Securities (CorTS)
• Corporate Obligation Basket Listed Trust Securities (COBALTS)
• Currency Protected Notes (CPNS), (SPNS)
• Currency Protected Securities (CPS)
• Customized Upside Basket Securities (CUBS)
• Debt Exchangeable for Common Stock (DECS)
• Equity Growth Long-Term Strategy (EGLS)
• Enhanced Equity-Linked Debt Securities (ELKS)
• Enhanced Income Securities (EISs)
• Enhanced Stock Index Growth Notes (E-SIGNS)
• Equity Providing Preferred Income Convertible Securities (EPPICS)
• Exchange Preferred Income Cumulative Shares (EPICS)
• Exchangeable Capital Units (ExCaps)
• Foreign Currency Return Notes (FORENS)
• Global Bond Linked Securities (GLOBELS)
• Hybrid Income Securities Units (HITS)
• Income Deposit Securities (IDS)
• Inverse exchange-traded fund
• Leading Stockmarket Return Securities (LASERS)
• Leveraged Upside Indexed Accelerated Return Securities (LUNARS)
• Liquid Yield Option Notes (Zero Cupon) (LYONS)
• Mandatorily Exchangeable Debt Securities MEDS)
• Mandatory Adjustable Redeemable Convertible Securities (MARCS)
• Market Index Target Term Securities (MITTS)
• Market Participation Securities (MPS)
• Medium Term Equity Related Investment Securities (MERITS)
• Monthly Income Debt Securities (MIDS)
• Monthly Income Preferred Securities (MIPS)
• Participating Index Notes (PINS)
• Performance Equity-Linked Redemption Quarterly Pay Securities (PERQS)
• Performance Equity-Return Linked Securities (PERKS)
• Performance Leveraged Upside Securities (PLUS)
• Principal Accruing Enhanced Return Securities (PACERS)
• Preferred Equity Redemption Cumulative Stock (PERCS)
• Preferred Income Equity Redeemable Shares (PIERS)
• Preferred Redeemable Increased Dividend Equity Securities (PRIDES)
• Premium Equity Participating Securities (PEPS)
• Premium Income Equity Securities (PIES)
• Protected Exchangeable Equity-Linked Securities (PEEQS)
• Protected Growth Securities (ProGroS)
• Protected Performance Equity Linked Securities (PROPELS)
• Public Credit & Repackaged Securities (PCARS)
• Public Income Notes (PINES)
• Putable Automatic Rate Reset Securities (PARRS)
• Quarterly Income Capital Securities (QUICS)
• Quarterly Income Debt Securities (QUIDS)
• Quarterly Income Preferred Securities (QUIPS)
• Quarterly Interest Bond (QUIB)
• Real Estate Investment Trust (REIT)
• Reset Put Securities (REPS)
• Return Enhanced Convertible Securities (RECONS)
• Direitos
• Risk Adjusting Equity Range Securities (RANGERS)
• Secure Principal Energy Receipts (SPERS)
• Select Equity Indexed Notes (SEQUINS)
• Senior Quarterly Income Debt Securities (SQUIDS)
• Shared Preference Redeemable Securities (SpuRS)
• Shares of Beneficial Interest (SBI)
• Step-Up Increasing Redeemable Equity Notes (SIRENS)
• Step-Up REIT Securities (StREITs)
• Stock Appreciation Income-Linked Securities (SAILS)
• Stock market Annual Reset Term (Notes) (SMART)
• Stock Participation Accreting Redemption Quarterly-pay Securities (SPARQS)
• Stock Return Income Debt Securities (STRIDES)
• Stock Upside Note Securities (SUNS)
• Structured Asset Trust Unit Repackaging (SATURNS)
• Structured Repackaged Asset-Backed Trust Securities (STRATS)
• Structured Yield Product Exchangeable for Common Stock (STRYPES)
• Subordinated Capital Income Securities (SKIS)
• Target Return Investment Growth Securities (TRIGGERS)
• Targeted Efficient Equity Securities (TEES)
• Targeted Growth Enhanced Terms Securities (TARGETS)
• Term Convertible Securities (TECONS)
• Threshold Appreciation Price Securities (TAPS)
• Trust Automatic Common Exchange Securities (TRACES)
• Trust Certificate (TRUC)
• Trust Investment Enhanced Return Securities (TIERS)
• Trust Issued Mandatory Exchange Securities (TIMES)
• Trust Originated Preferred Securities (TOPrS)
• Trust Preferred Stock (TruPs)
• Trust Units Exchangeable for Preference Shares (TrUEPrS)
• Warrant
• Warrants & Income Redeemable Equity Securities (WIRES)
• Yield Enhanced Equity-Linked Debt Securities (YEELDS)
• Yield Enhanced Stock (YES)

Derivados sobre taxas de juro

• Futuro financeiro
• LIBOR
• Forward rate agreement
• Swap de taxa de juro
• Cap
• Opção exótica de taxa de juro
  • Swaption

Derivados de crédito

• Credit default swap
• Collateralized debt obligation
• Opção de credit default
• Total return swap
• Securitização

Avaliação

• Valor
• Valor justo

Avaliação por Discounted cash flow

• Cash flow
  • Cash flow operacional
• Valor temporal do dinheiro
  • Valor actual
  • Valor futuro
  • Actualização
  • Desconto
• Avaliação de obrigações
  • Yield to maturity
  • Duration
  • Convexidade
• Acção
  • Custo equivalente anual
  • Net present value
  • Taxa de desconto
    • Capital Asset Pricing Model
    • Arbitrage pricing theory
    • Custo do capital
    • Custo médio ponderado do capital
  • Análise fundamental
  • Avaliação de acções
  • Avaliação de negócios
  • Corporate finance

Avaliação relativa

• Dividend yield
• Rácios financeiros
• Avaliação baseada no mercado
• PER
• EV/EBITDA
• Avaliação relativa
• Perfil da acção
• Soma das partes

Avaliação por Contingent claims

• Pricing racional
  • Risk-neutral measure
  • Arbitrage-free
• Matemática financeira
  • Futuro
    • Pricing de futuros
  • Opção
    • Black-Scholes
    • Modelo de Black
    • Modelo binomial
  • Modelos para taxas curtas
    • Modelo Rendleman-Bartter
    • Modelo Vasicek
    • Modelo Ho-Lee
    • Modelo Hull-White
    • Modelo Cox-Ingersoll-Ross
    • Modelo Black-Karasinski
    • Modelo Black-Derman-Toy
    • Modelo Longstaff-Schwartz
    • Modelo Chen

Corporate finance

• Análise de balanço
  • Rácios financeiros
• Plano de negócio
• Orçamento de capital
  • Corporate finance#A decisão de investimento
    • Avaliação de negócios
    • Avaliação de acções
    • Análise fundamental
    • Opções reais
    • Lista de tópicos de avaliação
    • Teorema de separação de Fisher
  • Corporate finance#A decisão de financiamento
    • Estrutura de capital
    • Custo do capital
    • Weighted average cost of capital
    • Teorema de Modigliani-Miller
  • A decisão do dividendo
    • Dividendo
    • Imposto sobre dividendos
    • Yield do dividendo
    • Teorema de Modigliani-Miller
• Acção corporativa
• Gestão financeira
  • Contabilidade de gestão
• Fusões e aquisições
  • leveraged buyout
  • Aquisição
  • Raid corporativo
• Opções reais
• Retorno do investimento
  • ROA
  • ROE
  • ROC
• Corporate finance#Gestão das necessidades de fundo de maneio
  • Ciclo de conversão do dinheiro
  • ROC
  • Economic value added
  • Just In Time
  • Quantidade económica de encomenda
  • Descontos
  • Factoring

Gestão de investimentos

• Fund management
  • Active management
  • Efficient market hypothesis
  • Portfolio
  • Modern portfolio theory
    • Capital asset pricing model
  • Arbitrage pricing theory
  • Passive management
    • Index fund
  • Activist shareholder
  • Mutual fund
    • Open-end fund
    • Closed-end fund
    • List of mutual-fund families
  • Financial engineering
    • Long-Term Capital Management
  • Hedge fund
  • Hedge
• Visualization of Financial Implications

Finanças pessoais

• 529 plan (college savings)
• Budget
• Coverdell Education Savings Account (Coverdell ESAs, formerly known as Education IRAs)
• Credit & Debt
  • Credit card
  • Debt consolidation
  • Mortgage loan
• Debit card
• Direct deposit
• Employment contract
  • Commission
  • Employee stock option
  • Employee or fringe benefit
  • Health insurance
  • Paycheck
  • Salary
  • Wage
• Financial literacy
• Insurance
• Predatory lending
• Retirement plan
  • 401(a)
  • 401(k)
  • 403(b)
  • 457 plan
  • Individual Retirement Account
    • Roth IRA
    • Traditional IRA
    • SEP IRA
    • SIMPLE IRA
    • Conduit IRA
  • Pension
• Social security
• Tax advantage
• Wealth
• Personal Finance software
  • Comparison of Personal Finance software
• Investment club
• Collective investment scheme
• Car financing

Finanças públicas

• Central bank
• Federal Reserve
• Fractional-reserve banking
  • Deposit creation multiplier
• Tax
  • Income tax
  • Payroll tax
  • Sales tax
  • Tax advantage
  • Tax, tariff and trade
• crowding out
• Industrial policy
• Agricultural policy
• Currency union
• Monetary reform

Seguros

• Actuarial science
• Annuities
• Catastrophe modeling
• Earthquake loss
• Extended coverage
• Insurable risk
• Insurance
  • Health insurance
    • Injury cover
    • Disability insurance
    • Flexible spending account
    • Health savings account
    • Long term care insurance
    • Medical savings account
  • Life insurance
    • Life insurance tax shelter
    • Permanent life insurance
    • Term life insurance
    • Universal life insurance
    • Variable universal life insurance
    • Whole life insurance
  • Property insurance
    • Auto insurance
    • Boiler insurance
    • Earthquake insurance
    • Home insurance
    • Title insurance
    • Pet insurance
  • Casualty insurance
    • Business continuation insurance
    • Fidelity bond
    • Liability insurance
      • Personal umbrella liability policy
      • Commercial general liability policy
    • Political risk insurance
    • Surety bond
    • Terrorism insurance
  • Credit insurance
  • Reinsurance
  • Self insurance
  • Travel insurance
• Insurance contract

Economia e finanças

• Economic growth
• Financial economics
• Mathematical economics
• Managerial economics
• Utility theory

Matemática e finanças

Valor temporal do dinheiro

• Present value
• Future value
• Discounting
• Net present value
• Internal rate of return
• Annuity
• Perpetuity

Matemática financeira

Ferramentas matemáticas

• Probability
• Probability distribution
  • Binomial distribution
  • Log-normal distribution
• Expected value
• Value at risk
• Risk-neutral measure
• Stochastic calculus
• Brownian motion
• Itô's lemma
• Girsanov's theorem
• Radon-Nikodym derivative
• Monte Carlo methods in finance
• Partial differential equations
  • Heat equation
• Martingale representation theorem
• Feynman-Kac formula
• Dynkin's formula
• Stochastic differential equations
• Volatility
  • ARCH model
  • GARCH model

Pricing de derivados

• Rational pricing assumptions
  • Risk neutral valuation
  • Arbitrage free pricing
• Futures
  • Futures contract pricing
• Options
  • Black-Scholes formula
  • Black model
  • Binomial options model
  • Implied volatility
  • Historical volatility
  • The Greeks
• Interest rate derivatives
  • Short rate model
    • Vasicek model
    • Cox-Ingersoll-Ross model
    • Hull-White model
    • Chen model
  • Brace-Gatarek-Musiela model
  • Heath-Jarrow-Morton framework

Finança contigencial

• Creditary economics
• Environmental finance
• Feminist economics
• Green economics
• Islamic economics
• Uneconomic growth
• Value of Earth
• Value of life

Finança virtual

• Virtual finance

A História financeira

• Tulip mania 1620s/1630s
• South Sea Bubble 1710s
• Panic of 1837
• Railway mania 1840s
• Long Depression 1873 to 1896
• Post-WWI hyperinflation
• Wall Street Crash 1929
• Great Depression 1930s
• Oil Shock 1973
• 1979 energy crisis
• Notable Bankrupts
• Savings and Loan Crisis 1980s
• Black Monday 1987
• Asian financial crisis 1990s
• Dot-com bubble 1995-2001
• Stock market downturn of 2002
• United States housing bubble 2001-

Software financeiro

• Finance Software
• Technical Analysis Software
• Algorithmic trading
• List of numerical analysis software
• Comparison of numerical analysis software

Listas de tópicos financeiros

• List of accounting topics
• List of management topics
• List of marketing topics
• List of economics topics
• List of international trade topics
• List of information technology management topics
• List of production topics
• List of business law topics
• List of business ethics, political economy, and philosophy of business topics
• List of business theorists
• List of economists
• List of corporate leaders
• Actuarial topics