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Glossary of French financial market and investment terms visualisation

Glossary of French financial market and investment terms

Excel in Banking and Finance in French: Glossary of French financial market and investment terms

Here is a glossary of French financial market and investment terms with their English equivalents to help with understanding:

  • Action ordinaire: Common share (provides voting rights, dividends, and residual claims)
  • Action privilégiée: Preferred share (special rights like priority dividends and liquidation preference)
  • Actif: Asset
  • Bilan: Balance sheet
  • Compte de résultat: Income statement
  • Émission d’obligations: Bond issue
  • Obligation échue: Matured bond
  • Capitalisation boursière: Market capitalization
  • Fonds de couverture: Hedge fund
  • Investisseur: Investor
  • Levée de fonds: Fund raising
  • Marché boursier: Stock market
  • Offre publique initiale (OPI) / Premier appel public à l’épargne (PAPE): Initial public offering (IPO)
  • Plus-value: Capital gain
  • Portefeuille: Portfolio
  • Rapport financier: Financial report
  • Société de portefeuille: Portfolio company
  • Taux de rendement interne (TRI): Internal rate of return (IRR)
  • Vérification diligente: Due diligence

These terms cover various aspects of financial markets, corporate finance, investments, and financial statements relevant in French finance contexts. 4, 5

If a more extensive list or terms from a specific niche of financial markets is desired, please let me know.

References

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