Understanding Equities

Deal Management provides functionality for creating deals using equities, also known as stocks. Corporate entities issue equities.

Most corporate treasuries invest in some equity. The major events in the equity investment lifecycle are:

  • Defining the equity.

  • Investing in the equity.

  • Recording equity splits.

  • Recording equity dividends.

  • Selling the equity.

Note: Fields that are mentioned in this topic are described in more detail in the topics that cover instrument types and capturing deals.