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Derivatives, Futures & Options

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Physical Settlement Derivatives, Futures & Options qualitative Settlement of a derivative by actual delivery of the underlying security against payment, rather than by cash difference. Test: at expiry, an in-the-money contract obliges delivery of Lot Size units against payment of Strike x Lot Size Protective Put Derivatives, Futures & Options Buying a put against shares already owned, to place a floor under the holding's value. Maximum Loss = (Purchase Price - Strike + Premium) x Lot Size; Break-even = Purchase Price + Premium Put Option Derivatives, Futures & Options An option giving its buyer the right to sell the underlying at the strike price on or before expiry. Payoff at expiry for the buyer = max(Strike - Spot, 0) - Premium Paid Put-Call Parity Derivatives, Futures & Options The relationship fixing the price of a European call and put with the same strike and expiry relative to the underlying. Call Price - Put Price = Spot Price - Present Value of Strike