Wikipedia:WikiProject Finance

Finance articles by quality and importance
Quality	Importance
	Top	High	Mid	Low	NA	???	Total
FA				2			2
FL		1					1
GA		5	9	3			17
B	16	38	36	16		2	108
C	6	24	38	33		10	111
Start	6	50	152	139		146	493
Stub	5	21	51	268		172	517
List			3	7	15	9	34
Book					6		6
Category					97		97
Disambig					5		5
File					1		1
Portal					1		1
Project					2		2
Redirect				7	3		10
Template					71		71
NA					2		2
Assessed	33	139	289	475	203	339	1,478
Unassessed	2	2	3	19	1	972	999
Total	35	141	292	494	204	1,311	2,477

The aim of this project is to make Wikipedia an authoritative, current, and useful site for anyone interested in better understanding the field of finance. It aims to make the world a better place by demystifying the workings of financial markets, its actors, and the underlying concepts.

Scope

Finance is based on fundamental concepts in economics, but also encompasses specific real-world phenomena and business practices. The project will include both corporate finance, i.e., the decisions made by firms that need financing for their business decisions; and investment finance, those who provide financing, expecting some kind of return. The project will deal with risk as it relates to these activities, and also the industry and market structures for finance.

This is indeed a subset of Business and Economics, but since it is such a large, complex, and important field in the world economy and world society, it warrants its own wikiproject.

Goals and objectives

The goals of this project are to:

• Provide guidelines, recommendations, and standards for articles related to the field of finance and the many related subtopics
• Provide overarching conceptual frameworks to ensure that articles are mutually exclusive and collectively exhaustive, including navigational devices and knowledge taxonomy, as needed
• Provide a forum for discussing topics related to articles about the field of finance

The objectives of this project are to:

• Organize the topical structure of the field, primarily by way of navigational templates
• Recruit additional members
• Identify clear gaps in article topics
• Agree on quality standards and requirements for articles
• Assess and prioritize improvement needs for existing articles
• Bring second article up to Featured Article status

Membership

For a full list of the members, see Category:WikiProject Finance.

To join the Finance WikiProject:

1. watch this page
2. Place the following userbox on your user page:

{{User finance}}

	This user is a member of WikiProject Finance.

Ways to help

Expand stubs

• Stubs of Top importance to this project
• Stubs of High importance to this project
• Category:Investment stubs
• Category:Stock exchange stubs
• Category:Money stubs
• Category:Economic policy stubs
• Category:Economic problem stubs
• Category:Bank stubs, Category:Insurance company stubs, Category:Financial services company stubs
• Category:Economics and finance stubs (large list)
• Category:Private equity stubs (See also Wikipedia:WikiProject Private Equity)

More ways

1. Add the {{WikiProject Finance}} tag to articles about finance
2. Assess articles: Category:Unassessed_Finance_articles (See also assessment department)
3. Respond to the backlog of requests on this page
4. Work on refactoring the project talk page
5. Subdivide more usefully Category:Economics and finance stubs (See WikiProject Stub sorting)
6. Improve Outline of finance
7. Improve on this page and all subpages of this page
8. Recruit help and reactivate the Wikipedia:WikiProject_Investment
9. Seek out and improve articles that do not meet Wikipedia's core content policies: No original research, Verifiability, and Neutral point of view. There are numerous finance articles that are unreferenced, inadequately referenced, or lacking adequate inline citations, which may contain original research. Articles lacking in these areas should undergo radical improvement so that they reference material published by reliable sources.

Article alerts

Miscellany for deletion

• 08 Feb 2012 – Category:Financial derivate trading companies (talk · edit · hist) MfDed by Hydrargyrum (t · c) was closed; see discussion

Wiki Deposit Disambiguation page currently does not adequately disambiguate the confusing nature of the word deposit where the meaning of deposit has become obscured by the practice of converting deposits previously held at a warehouse bank to the modern practice of them becoming assets of the bank, where the customer gets a different type of money as 'their funds'.

Placing a deposit with the bank now involves a money conversion when you get the so called deposit in your account.

I tried to disambiguate the word deposit and about 6 people arrived on scene to tell me they did not like 'the movie'. The page was then quickly deleted and my edits totally removed from the deposit page. The deletion process was began by an editor who regularly reverts my very well cited edits.

Earlier on wiki i had several other editors, who are maybe economic students or graduates who regulary revert my edits telling me that a depositor is not an unsecured creditor of a private firm. Which was just odd. Wiki finance tends to suffer because people who should know better do not.

Is there a way to progress this so that ordinary people can understand what a deposit is? Andrewedwardjudd (talk) 14:51, 23 June 2011 (UTC)andrewedwardjudd

Related WikiProjects

WikiProject Business is the parent of this WikiProject.

Private Equity Task Force was created in 2008 as an inter-project initiative to coordinate the efforts of different WikiProjects in the areas of private equity and venture capital.

Inactive projects

WikiProject Investment was launched in 2008 to organize work on articles that educate personal investors.

Templates

{{WikiProject Finance}} is the banner to put at the top of an article's talk page to add it to the project. To use it with its optional parameters, copy and paste this code:

{{WikiProject Finance
 |class= <!-- FA, A, GA, B, Start, Stub, Dab, Cat, Template, and NA -->
 |importance= <!-- top, high, mid, low, and NA -->
 |attention= <!-- Immediate attention required. Needed by some bots. -->
 |peer-review= <!-- Need more input on your article? -->
 |needs-infobox=yes
}}

Templates Created

Top Level

• Template:Finance sidebar

Second Level

• Template:Financial markets - equivalent to financial products. The types of exchanges that take place within finance, particularly secondary markets
• Template:Financial market participants - the types of organizations that participate in financial markets, whether as principals, intermediaries, or facilitators
• Template:Corporate Finance - the technologies, activities, practices, and solutions that are employed by organizations that have financing needs
• Template:Personal finance - topics related to individual and household financial management
• Template:Public finance - conventions, activities, and institutions related to governmental financing needs
• Template:Banking - types of financial intermediaries that assume risk in financial transactions
• Template:Financial regulation - the structure of laws and rules that govern financial transactions

Lowest Level

Templates to be Created

Top Level (Complete)

Second Level

Lowest Level

These Templates will be displayed on the bottom of the article

Financial Markets

• Template:Bond market
• Template:Stock market
• Template:Derivatives market (renamed Template:Financial derivatives)
• Template:Other financial markets (to include OTC, Real Estate, Forex)

Corporate Finance

• Template:Structured finance (to include Credit Rating Agency and M&A)
• Template:Accounting and Auditing (to include Financial Statements)
• Template:Financial Risk Management (to include Capital budgeting)

Personal Finance

• Template:Retirement (to include Financial Advisors, Financial Planner, Estate Planning)
• Template:Employment contract
• Template:Credit and Debt

Public Finance

• None for Public Finance

Banks and Banking

• Template:International Banking (to include all Central Banks)
• Template:Central Bank
• Template:Federal Reserve System
• Template:Banking

Financial regulation

• Templage:Financial regulation and Legislation (to include Legislation, Fraud)
• Template:Designations and Accredations

History of finance

• Template:History of finance
• Template:Corporate finance and investment banking

Old templates

• Template:Financial markets,
• Template:Finance sidebar,
• Template:Securities,
• Template:Financial derivatives - renamed Derivatives market,
• Template:Economics
• Template:FOREX - possible candidate for speedy deletion, redirected to Template:Foreign Exchange

Requests

Please add to this list any pages that need to be improved or created.

• The Dynamic currency conversion should be explained thoroughly by an expert discussing pros and cons in detail from neutral pov.
• The Commodity Futures Trading Commission lists the five current commissioners. As you can see, only one, the chair, has an article.
  • Biographies of Federal agencies are easy to do, because the agency websites have biographies, and other websites have more information about nominees/commissioners. I have done several myself, but right now I am working in other areas, especially Municipal authority (Pennsylvania) connected agencies, such as those shown in List of municipal authorities in Philadelphia. Please consider doing some biographies of these commissioners.
    • Gary Gensler
    • Michael Dunn
    • Jill E. Sommers
    • Bart Chilton
    • Scott D. O'Malia--DThomsen8 (talk) 14:41, 5 December 2009 (UTC)

• United States financial sector - redlink. Mike Serfas (talk) 18:16, 17 April 2010 (UTC)

• William Toy - just created, based on source cited; please review and update with current information if available / known. Thanks Fintor (talk)

• Category:Real options - please check the categorisation of this category, and add articles as appropriate. Thanks. Fintor (talk) 07:56, 12 May 2010 (UTC)

• Special dividend - wording is really confusing on this tiny article. The small amount of info might be better integrated into the dividend article. I don't understand exactly what is being pointed out in several places, so I'll leave it to someone with better knowledge of the topic and sources. --Mmdoogie (talk) 03:38, 17 June 2010 (UTC)

• Trinomial tree - please check: expanded significantly. Thanks. Fintor (talk) 11:32, 19 July 2010 (UTC)

• I'd like to see the history of the carried interest 'loophole'. When was it passed, at least?Craig234
• Angel investor could use a rewrite from more authoritative references. --Ronz (talk) 03:45, 13 October 2011 (UTC)

Requests backlog

• Net capital rule - This article really needs someone with regulatory knowledge and the expertise to interpret the online news articles covering the post-2004 changes to this topic. I've done some work on the intro (watch for subtle bias throughout), but the rest of the article (and the ghastly footnote section) reads like a lawyer trying to make sense out of a bunch of primary documents.—DMCer™ 14:59, 4 January 2010 (UTC)
• Debt-to-capital ratio - This is a short job, but it's been requesting attention from an expert in the economics portal for ~2 years. It just needs a bit of cleanup (there's talk of including it in Template:Stock market once this happens). Thanks.—DMCer™ 14:59, 4 January 2010 (UTC)
• Put option - I believe the formula listed for calculating the premium paid to the seller of a put contract is flawed completely undermining article.SamISmyth (talk) 06:44, 17 December 2009 (UTC)
• Debt coverage ratio - Not sure how active this project is, but I tripped over this page while doing work for Wikify project. This article needs help badly. --Jayron32|talk|contribs 03:59, 5 June 2007 (UTC)

• The Debt coverage ratio and Debt service coverage ratio pages should be merged. Finnancier 12:05, 12 September 2007 (UTC)

• Done. Finnancier 12:20, 12 September 2007 (UTC)

• Forex swap and Currency swap - The Forex swap as well as the Currency swap page needs to be review as it is not completely correct. There also seems to be some confusion regarding currency swaps? And cross currency interest rate swaps. It seems that the two mentioned pages details are mixing the foreign exchange type of swap with the interest rate derivative type of swap. An FX Swap / Currency Swap should be defined as: Two Foreign Exchange transactions executed simultaneously Trade 1 spot FX trade and Trade 2 a forward FX trade. Example: BUY USD ag JPY value spot and SELL USD ag JPY forward. This has nothing to do with fixed rate or floating rates or any type of interest rate derivatives. There seems to be some confusion over "FX Swaps" "Currency Swaps" and Interest rate derivatives such as and overnight index swaps (OIS). Jake2pt.lu 18:20, 31 August 2007 (UTC)

• Agreed. I have removed the paragraph in the Forex swap page that reads: "The fixed rate in this transaction is the forward rate that is locked in by the forward contract. The floating rate will be the overnight rate that is realized on a daily basis by the spot transaction. Typically, the floating side of these trades are indexed to the Overnight Index Swap (OIS) rate. This rate is an average of the rates that are paid based on a survey." Are there other changes that need to be made? Finnancier 12:24, 12 September 2007 (UTC)

• Payday loan and Predatory lending - The payday loan article has suffered from back and forth editing from both sides of this issue and could use the expertise of financial editors who can cut through the lobbying/pr/advocate/other noise stuff to get to the encyclopedic tone and sources. I can usually help with sourcing, but please see the article history and Talk:Payday loan. Flowanda | Talk 02:46, 11 September 2007 (UTC)
• Enhanced indexing This article needs more clarity to explain the underlying concept. References to related articles would be helpful. Neeraj Shokeen 08:04, 23 September 2007 (UTC)

• I've removed information that is repeated on the passive management and active management pages. I've also rewritten the article to remove any advertising material (although the term "enhanced indexing" is, to some extent, an advertising gimmick by investment companies). Please feel free to revert the changes, or post a follow-up request below. Finnancier 05:01, 29 September 2007 (UTC)

• Currency pair and percentage in point: The currency pair page contains a lot of information on pips, when there is an existing stub on percentage in point. Both pages need work. Finnancier 15:21, 30 September 2007 (UTC)
• Repurchase agreement, Federal funds rate and LIBOR - what is the relationship between these rates? In the US context, the Fed can directly affect the repo rate (i.e., the rate for secured loans with the highest quality collateral) so as to indirectly affect the Fed funds rate (i.e., the rate for unsecured loans between banks for funds held at the Fed). LIBOR is for unsecured loans between banks for funds not held at the Fed. Is that correct? If so, should this relationship be made clear in each of the respective articles? Finnancier (talk) 12:28, 15 December 2007 (UTC)

LIBOR and the other rates are not related at source. Only their spheres of influence may be the same, but even then, exactly what effect they have on the markets may be dissimilar. I think we can add some information about such things. Nshuks7 (talk) 15:20, 6 January 2008 (UTC)

What's left to do in this? Can someone spot what needs to be done? Nshuks7 (talk) 16:52, 13 January 2008 (UTC)

• Yield spread, Yield curve spread, TED spread, Mortgage yield, etc - Foundational concepts about yields and spreads should be explained clearly. But we also need to rethink how these very similar pages are related to one another. Some of them are confusingly similar. Finnancier (talk) 15:43, 3 January 2008 (UTC)

*Mezzanine loan and mezzanine capital should be merged under the former heading. Finnancier (talk) 06:39, 6 February 2008 (UTC)

Maybe it should be standardized like this: Senior debt and Subordinated debt, of which Mezzanine debt is an example. Finnancier (talk) 07:14, 6 February 2008 (UTC)

Merger completed moving mezzanine loan into mezzanine capital which is a distinct asset class|► ϋ r b a n я e n e w a l ◄| (talk) 03:11, 23 June 2008 (UTC)

Should these types of debt be broken down further? I know that CDS contracts, which are on the company/capital tier level, are broken down into Secured Debt, Senior Unsecured Debt, Subordinated Unsecured Debt, Junior Subordinated Unsecured Debt and Preference Shares for Bond CDS and First Lien, Second Lien, Third Lien and Mezzanine for Loan CDS. Should we have articles on each or are some just types within other types? Is there some sort of hierarchy here?--Terets (talk) 22:18, 2 January 2009 (UTC)

• Money market deposit account is full of guesses and conflicting information with no sources on what should be a simple topic. Someone should go clear it and write a short definitional article with a handful of sources. --Tibbetts2c (talk) 23:58, 30 March 2008 (UTC)

You might like to join WP:Wikiproject Investment where that article is highlighted as a potential candidate for work. Zain Ebrahim (talk) 11:50, 30 May 2008 (UTC)

• Effective interest rate, annual percentage rate and annual percentage yield - relationship between the three need to be clarified Finnancier (talk) 11:50, 23 August 2008 (UTC)

• Please suggest improvements to systemic risk. Nshuks7 (talk) 09:27, 18 September 2008 (UTC)

• UBank needs work, currently reads more like a marketing brochure, needs refs. [ roux ] [x] 23:34, 29 October 2008 (UTC)

• leaseback - the article as it stands now is too abstract for a general audience, and may be improved by providing detailed examples. 69.140.152.55 (talk) 15:57, 12 November 2008 (UTC)

• Bond_option#Valuation & Bond_option#Embedded_options. Please check my wording: potentially unclear - put formulae into words. Thx. Fintor (talk) 07:51, 14 March 2011 (UTC)

• Sovys / Soverign yield spread futures. I've created a redirect to CME but I think an article could make sense... however they're so shite that it's hardly important! Egg Centric 08:59, 4 July 2011 (UTC)

External links

• Wikiproject Watchlist - WikiProject Finance

Directory of WikiProjects

WikiProject Council

Guide to WikiProjects