SOFR
Leveraging SOFR to Ensure a Transparent Financial Ecosystem A transparent global financial market is good for economies, businesses, and individuals alike. This is why benchmark rates like SOFR exist. SOFR stands for secured overnight financing rate, which serves as a reference interest rate that helps financial experts price loans and other dollar-based financial products. It...
Convertible Debt Expense
Accounting for Convertible Debt Instruments A convertible bond is a type of debt security that gives an investor the right to exchange the bond for a predetermined number of shares in the issuing company, at certain times over the bond’s lifetime. It is a hybrid security that possesses features of both debt and equity. Because...
Private Placement
Private Placement Investing Made Simple In the world of corporate finance, an essential strategy known as private placement investing plays a central role in helping businesses secure the funding they need while also offering exclusive investment opportunities to a select number of accredited investors. This article examines private placement in corporate investment, its essential components,...
Cyclical Stocks
In the dynamic world of corporate finance, finance teams are continually seeking opportunities to optimize their investment strategies. One such strategy revolves around leveraging cyclical stocks, an investment approach that is deeply intertwined with the economy and the ever-changing economic landscape. This guide aims to provide finance professionals with a thorough understanding of cyclical stocks,...
Tax Equivalent Yield
What is Tax Equivalent Yield and Why Does It Matter? Bonds are an important part of any investment portfolio and contribute a valuable element of diversification since stocks and bonds are negatively correlated. An allocation to bonds in a portfolio can help reduce overall portfolio risk. Fixed income instruments also produce a steady stream of income...
