Tag Archives: asset management



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Asset management is the management of a client’s investments by a financial services company. The company (usually an investment bank) will invest on behalf of its clients and give them access to a wide range of traditional and alternative products that would not be to the average investor. Here is the interesting part: all this management produces a lot of documentation (factsheets, prospectuses, reports, press realeases, website content…) that must be delivered to the clients in their own language (it is mandatory for factsheets and prospectuses). This kind of translations are ordered by high-paying and reliable clients and they tend to be large projects.

Business idioms

Business idioms and financial jargon illustrated

business idioms

An idiom is a phrase or a fixed expression that has a figurative, or sometimes literal, meaning whereas Jargon is a type of language that is used in a particular context —usually a specific trade or profession— and may not be well understood outside of it. Here you have a list of some of the most common idioms and jargon used in business. I’ve also included some sayings and terms that may come in handy in some business situations. This post will be regularly updated with new idioms and jargon.


  1. A company man. Spanish: hombre de empresa. Business idiom.

2. Captain of industry. Spanish: jefe de la industria. Business idiom.

3. (to) cut one’s losses in Spanish: recortar gastos. Business idiom.

4. (to) go public. Spanish: Salir a bolsa. Financial jargon.

business idioms

5. (to) go belly up . Spanish: Irse a pique. Business idiom.

6. There’s no such thing as a free lunch. Spanish: No hay duros a cuatro pesetas.  Saying.

expresiones en inglés expressions in Spanish

7. Green shoots (the first signs of an improvement in an economy). Spanish: brotes verdes. Business idiom.

money idioms economy idioms modismos sobre economía y dinero

8. Chicken feed (a very small amount of money). Business idiom.

business idioms

9. Big fish in Spanish: pez gordo. Business idiom.

The highest-paying field of financial translation

10. Shark (e.g. loan shark). Shark in Spanish: tiburón (also in a figurative sense). Financial jargon.

business idioms

11. 800-pound gorilla. Business idiom.

economy and finance idioms

12. (to) foot the bill. (to) foot the bill in Spanish: pagar la factura (sometimes called “la dolorosa”). Business idiom.

13. (to) be broke (to have no money). (to) be broke in Spanish: estar sin blanca. Business idiom.

money idioms

14. Money doesn’t grow on trees / Money don’t grow on trees.  Saying.

Native speakers will often use the form “Money don’t grow on trees” in informal situations as it’s faster to prononce “don’t”, due to the fact it has one less syllable. In Spanish “El dinero no cae del cielo” (literally money doesn’t fall from the sky) conveys the same meaning.

money idioms

15. (to) be rolling in money / (to) be rolling in it. In Spanish, “estar forrado”. Business idiom.

money idioms

16. Money talks (you can do what you want with money). In Spanish one cas say “poderoso caballero es don dinero” (literally, Mr Money is a powerful gentleman) conveying the same meaning. Business idiom.

money idioms

17. Money doesn’t give happiness. In Spanish, “el dinero no da la felicidad”.  Saying.

business idioms

18. A rising tide lifts all boats.  Saying.

financial idioms

19. Time is money (e.g. In other words, in international trade, time is money). In spanish “el tiempo es oro” (literally time is gold).  Saying.

finance idioms

20. (to) call a loan. Financial jargon.

business idioms

21. Ill-gotten gains (e.g. These ill-gotten gains are laundered and go into circulation in the legal economy). Spanish: ganancias ilícitas. Business idiom.

financial jargon

22. Money laundering is the process of transforming the profits of crime and corruption into ostensibly ‘legitimate’ assets. (e.g.  The EU had also introduced measures to monitor and prevent money-laundering). Spanish: blanqueo de dinero. Financial jargon.

economy idioms

23. Money for jam (e.g. Selling cold drinks with a vending machine  is money for jam when it is very hot).· also money for old rope. Spanish: dinero fácil. Business idiom.

valer su peso en oro en inglés

24. (to) be worth its weight in gold (e.g. His ideas are worth its weight in gold). Spanish: valer su peso en oro.  Saying.

win win picture

25. It’s a win-win (Beneficial to each of the two parties). Spanish: ventajoso para todos. Business idiom.

financial jargon financial idioms

26. (to) skyrocket. Spanish: dispararse. Financial jargon.

financial idioms financial jargon

27. Margin call. Spanish: ajuste de márgenes. Financial jargon.

finance liquid assets

28. Liquid assets. Spanish: activos líquidos. Financial jargon.

business jargon business idioms

29. Cash cow. Cell phone accessories are a cash cow for our business. Spanish: vaca lechera, gallina de los huevos de oro… Business idiom.

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bull market stock market stock exchange

30. Bull market. Spanish: mercado alcista. Financial jargon.

financial jargon

31. Bear market. Spanish: mercado bajista. Financial jargon.

financial jargon

32. Venture capital. Spanish: Capital riesgo. Business idiom.

opa hostil en inglés

33. Hostile takeover. Spanish: compra hostil. (Hostile bid: OPA hostil). Financial jargon.

financial jargon idioms

34. Ninja loans. Financial jargon.

housing bubble property bubble

35. Real-estate bubble. Also: housing bubble or property bubble. Spanish: burbuja inmobiliaria. Financial jargon.


36. Tax haven or tax shelter. Spanish: paraíso fiscal. Financial jargon.

friends and debts money

37. [Saying] A debt paid is a friend kept.  Saying.

38. [Saying] Don’t look a gift horse in the mouth French: Un tiens vaut mieux que deux tu l’auras.  Saying.

39. [Saying] A bird in the hand is worth two in the bush.  Saying.

sayings dichos

40. All that glitters is not gold.  Saying.

A promise is a promise

41.  A promise is a promise.  Saying.

no pongas todos los huevos en la misma cesta

42. [Saying]  Don’t put all your eggs in the same basket

43. Square deal (A fair agreement). Spanish: trato justo. Business idiom.

business idioms

44. Nest egg. Spanish: fondo de reserva. Business idiom.

venta a corto

45. Short selling. Spanish: venta a corto, venta al descubierto. Financial jargon.

tipos de acciones

46. Blue chips           47. Growth stocks           48. Defensive stocks         49. Income stocks           50. Value stocks        Financial jargon.

business idioms

51. A penny saved is a penny earned.  Saying.

Earnings Before Interest, Tax, Depreciation, and Amortization (EBITDA)

52. EBITDA Financial and accounting jargon.

financial jargon

53. Credit rating. Spanish: calificación crediticia. Financial jargon.

financial jargon

54. Asset Management. Spanish: gestión de activos. Financial jargon.


55. Leverage: In finance, leverage  is any technique involving the use of borrowed funds in the purchase of an asset, with the expectation that the after tax income from the asset and asset price appreciation will exceed the borrowing cost. Leveraging enables gains and losses to be multiplied. Spanish: apalancamiento. Financial jargon.

financial idioms

56. (to) keep one’s head above water. Spanish: mantenerse a flote. Business idiom.

economy idioms

57. On a shoestring > The documentary was made on a shoestring. Spanish: con recursos mínimos, con un bajo presupuesto. Business idiom.

busines idioms

58. Insider trading > The use of confidential information by an Associate for personal business and insider trading is strictly prohibited. Spanish: tráfico de información privilegiada. Financial jargon.

financial jargon

59. Chinese wall >  A set of rules and procedures – known as a Chinese wall – have been established to prevent inside information from reaching the areas responsible for the management of the ECB’s foreign reserves and own funds portfolio. Chinese wall in Spanish: muralla china. Business and financial jargon.

comercio justo

60. Fair trade. Spanish: comercio justo.

économie du bien commun

61. Economy for the common good

62. Comparative advantage. Spanish: ventaja comparativa.

ecomomics foreign trade

63. Absolute advantage. Spanish: ventaja absoluta.

business idioms

64. Monkey Business. Business idiom.

65. Banker’s hours. Business idiom.

financial jargon

66. Fixed and floating interests rates. Spanish: tipos de cambio fijos y variables.

flexibilización cuantitativa

67. Quantitative easing in Spanish: expansión cuantitativa

business idioms

68. Above board  > The negociations were long and at times quite difficult, but completely open and above board. Above board in Spanish: sin trampa ni cartón, trato justo. Business idiom.

Money idioms

69. Rags to riches. Money idiom.

business idioms

70. Golden handshake. Business idiom.

talk business

71. (to) talk shop. Business idiom.

72. Rome wasn’t built in a day. Saying.

idioms in Spanish

73. Out of the frying pan into the fire. (French: de Charybde en Scylla). Saying.

financial jargon

74. Market capitalization. Financial jargon.

economy idioms

75. (to) be sky-high. Business idiom. Spanish: estar por las nubes. Business idiom


76. Wrapper. Financial Jargon.


77. It’s good fishing in troubled waters. Saying.

contante y sonante en inglés

78. Hard cash (meaning coins or notes, but not cheques or  credit cards). Idiom.

arma de doble filo en inglés

79. Double-edged sword

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Business idioms Illustrated · Business proverbs · Business sayings memes · Business terms · Modismos sobre negocios · Proverbios sobre negocios · Dichos sobre negocios · Términos económico-financieros

Asset Management

Asset Management

Asset management, a term commonly used in the financial world, involves any system that monitors and keeps things of value in an entity or group, whether they are tangible assets (such as machinery, gold, buildings or land), intangible assets (such as patents, trademarks, human capital, intellectual property or goodwill) or financial assets (such as stocks or bonds, which can be traded on financial markets).

Asset Management refers to the balancing of costs, opportunities and risks against the desired performance of assets, to achieve the organizational objectives. It usualy describes people (for example fund managers) and companies (for instance, firms that manage the assets of a pension fund) that manage investments on behalf of others.

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Asset Management in Spanish: Gestión de Activos

Asset Management in French: Gestion d’Actifs

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Gestión de activos y fondos de inversión Asset management and investment funds

Traducción Financiera: Gestión de activos y Fondos de Inversión

La traducción de gestión de activos es es una de las especializaciones mejor remuneradas de la traducción técnica, y los proyectos (desde prospectos de fondos de inversión a hojas técnicas, pasando por comunicados de prensa financiera y folletos de emisión…) suelen ser grandes y constantes.

La gestión de activos (asset management, en inglés) se refiere a la gestión de las inversiones de un cliente por parte de una empresa de servicios financieros, como puede ser un banco de inversión.

Un fondo de inversión (investment fund) es un patrimonio formado por varios partícipes, cuyas aportaciones administra una entidad gestora, que invierte los fondos siguiendo unos criterios previamente fijados.


La empresa gestora invertirá en nombre de sus clientes y les dará acceso a una amplia gama de ofertas de productos tradicionales y alternativos que, de otro modo, difícilmente serían para un inversor medio.


En el próximo webinar definiremos la gestión de activos y analizaremos los diferentes fondos de inversión y los activos con los que operan. Veremos también como se definen sus términos y qué documentación (de obligada entrega por parte de la entidad comercializadora) generan. También veremos un ejemplo práctico de traducción de un prospecto de un fondo de inversión.

Como decíamos al principio, dentro de la traducción financiera, los documentos relacionados con la gestión de activos son los que gozan de unas mejores tarifas. Es cierto que implican un cierto grado de complejidad. Por este motivo, es imprescindible formarse en esta materia.

Además, la gestión de activos y los fondos de inversión, forman parte del temario del International Certificate in Financial English de Cambridge English; por lo que el webinar será de utilidad para preparar la parte teórica de dicho título.

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