Learn what basis value is, how to calculate it, and see examples to understand its role in reducing tax burdens on fixed ...

Assets represent any items owned by an individual or a business that have the potential to grow in value. Defining assets isn’t easy, as “any item” is a broad category that encompasses myriad items ...

Net asset value is a measure of a fund's net worth. It's what's left over after you subtract all of a fund's liabilities from its assets. It's similar to shareholder's equity, which you'd find on the ...

Discover how to calculate shareholders' equity to assess a company's financial health. Learn the formula, components, and ...

Northern Trust has launched an automated solution for initial margin calculation to help asset manager and asset owner clients comply with global regulations governing trading of over-the-counter (OTC ...

For mutual funds and exchange-traded funds (ETFs), the Net Asset Value (NAV) is the portfolio value of the fund, per unit. For mutual funds, transactions occur at the NAV value, but for ETFs the ...

Every person and organization has some familiarity with performance metrics and reporting, yet how to take that experience and apply it to asset management is not straightforward. Looking at industry ...