underlying security

[/ˌʌndərˈlaɪɪŋ sɪˈkjʊrɪti/]
nounfemininepl: underlying securities / títulos subjacentes
título subjacente
1. A financial instrument (stock, bond, commodity, or index) that forms the basis of a derivative contract, such as an option, future, or warrant
The underlying security of this call option is Apple Inc. stock.
O título subjacente desta opção de compra é a ação da Apple Inc.
2. The asset to which the value of a derivative is tied, determining the derivative's payoff
The trader analyzed the underlying security before purchasing the derivative.
O operador analisou o título subjacente antes de comprar o derivativo.
This is a technical financial term widely used in both Brazilian and American investment markets. In Brazil, 'título subjacente' is the standard terminology used by BOVESPA (B3 - Brasil, Bolsa, Balcão) and financial institutions. The concept is fundamental to understanding derivatives trading, which has grown significantly in Brazil's financial sector. Understanding underlying securities is essential for investors dealing with options, futures, and other derivative products in both markets.
Synonyms / Sinônimos
underlying assetreference assetbase assetunderlying instrument

Regional Variations

General Brazilian
título subjacente
Most common term in Brazilian financial markets
São Paulo
ativo subjacente
Alternative used in São Paulo financial circles
Portugal
ativo subjacente
Preferred term in Portuguese financial regulations and literature
General Brazilian
valor mobiliário subjacente
More formal legal terminology

Related Words

derivativeoptionfutures contractwarrantstrike pricematurity datehedge

Related Idioms & Phrases

follow the underlying security
price movement of the underlying security
the underlying security's performance
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