Diapositive 1
... Capital Protection For capital-guaranteed products, the guarantee concerns the capital invested and is applicable at maturity of the product. During the life of a product, market value goes up and down depending on various elements (change in the underlying asset, volatility, change in interest rate ...
... Capital Protection For capital-guaranteed products, the guarantee concerns the capital invested and is applicable at maturity of the product. During the life of a product, market value goes up and down depending on various elements (change in the underlying asset, volatility, change in interest rate ...
Macroeconomic Implications of Bank Capital Requirements ∗ Luisa Lambertini
... introduced a capital conservation buffer and a counter-cyclical buffer. The capital conservation buffer requires that, in normal times, banks hold a capital ratio of at least 10.5 percentage points, up from 8 percentage points mandated by Basel II. We find that banks increase their capital ratios pr ...
... introduced a capital conservation buffer and a counter-cyclical buffer. The capital conservation buffer requires that, in normal times, banks hold a capital ratio of at least 10.5 percentage points, up from 8 percentage points mandated by Basel II. We find that banks increase their capital ratios pr ...
Russell Quarterly Economic and Market Review
... Dynamic style emphasizes investments in equity securities of companies that are believed to be currently undergoing or are expected to undergo positive change that will lead to stock price appreciation. Dynamic stocks typically have higher than average stock price volatility, characteristics indicat ...
... Dynamic style emphasizes investments in equity securities of companies that are believed to be currently undergoing or are expected to undergo positive change that will lead to stock price appreciation. Dynamic stocks typically have higher than average stock price volatility, characteristics indicat ...
Compiled by CA. Aditya Kumar Maheshwari AS – 30 :: Financial
... this loan at an amortised cost of Rs. 2,50,000. Aakshaya Ltd. Has plant to hive off the receivable at a later stage and as a measure to safeguard against fall in value of its due enters into a pay-fixed, received floating interest rate swap to convert the fixed interest receipts into floating rate r ...
... this loan at an amortised cost of Rs. 2,50,000. Aakshaya Ltd. Has plant to hive off the receivable at a later stage and as a measure to safeguard against fall in value of its due enters into a pay-fixed, received floating interest rate swap to convert the fixed interest receipts into floating rate r ...
year-end portfolio company valuation
... Apple or Netflix are used as comparables while only a fraction of their revenue is representative of the target’s business model). CFOs and GPs should be cognizant of this and map out realistic and truly representative comparables in advance. CFOs should also avoid using “subjective” discounts in th ...
... Apple or Netflix are used as comparables while only a fraction of their revenue is representative of the target’s business model). CFOs and GPs should be cognizant of this and map out realistic and truly representative comparables in advance. CFOs should also avoid using “subjective” discounts in th ...
Mid-Caps_An_Overlooked_Asset_Class - Updated through 12-31-13
... A value of 0 indicates no linear relationship at all. “High” correlations generally refer to the tendency of stocks to all move in the same direction. Information Ratio – The Information Ratio measures the active return of the index divided by the active risk of the index. Active return is the annua ...
... A value of 0 indicates no linear relationship at all. “High” correlations generally refer to the tendency of stocks to all move in the same direction. Information Ratio – The Information Ratio measures the active return of the index divided by the active risk of the index. Active return is the annua ...
Plan Investments in Bank Collective Investment Funds
... estimating fair value using the practical expedient. In rare situations, depending on the investment structure, the investment’s financial statements may not be valued at fair value, but on some other basis, which would be disclosed in the notes to the audited financial statements. CIFs generally in ...
... estimating fair value using the practical expedient. In rare situations, depending on the investment structure, the investment’s financial statements may not be valued at fair value, but on some other basis, which would be disclosed in the notes to the audited financial statements. CIFs generally in ...
Liquid Assets Strategies in Silesian Non
... rate, it pays to keep some money reserve only to the specific level. There is a point corresponding with the optimal (critical) liquidity level, up to which the amount of liquid assesses in the non-profit organization may be increased at a profit (Michalski 2008b, Washam 1989, p.28; Henderson 1989, ...
... rate, it pays to keep some money reserve only to the specific level. There is a point corresponding with the optimal (critical) liquidity level, up to which the amount of liquid assesses in the non-profit organization may be increased at a profit (Michalski 2008b, Washam 1989, p.28; Henderson 1989, ...
Establishing China`s Green Financial System Detailed
... financing for companies that cannot be profitable in the short term but enjoy great potential in the long run. 2. Create green industry funds through a PPP model Some low-‐profit green ...
... financing for companies that cannot be profitable in the short term but enjoy great potential in the long run. 2. Create green industry funds through a PPP model Some low-‐profit green ...
here - University of Minnesota Extension
... Worth as of a certain date. It can be thought of as a “snapshot” of your financial condition at that time. For producers whose fiscal year coincides with the calendar year, January 1 is an excellent date for the annual Balance Sheet. It marks the beginning and ending of their business year, and enab ...
... Worth as of a certain date. It can be thought of as a “snapshot” of your financial condition at that time. For producers whose fiscal year coincides with the calendar year, January 1 is an excellent date for the annual Balance Sheet. It marks the beginning and ending of their business year, and enab ...
Portfolio Optimisation - Hearthstone Investments
... residential property market shows little or no correlation with other asset classes. Indeed, it is (mildly) negatively correlated with Gilts and shows little or no relationship at all with the equity market and cash. This therefore makes residential property an ideal diversifier for a multi-asset po ...
... residential property market shows little or no correlation with other asset classes. Indeed, it is (mildly) negatively correlated with Gilts and shows little or no relationship at all with the equity market and cash. This therefore makes residential property an ideal diversifier for a multi-asset po ...
Analysis the Determinants of Market Stock Price Movements: An
... growth by providing an avenue for growing companies to raise capital at lower cost. In addition, companies in countries with developed stock markets are less dependent on bank financing, which can reduce the risk of a credit crunch. The stock market is also expected to perform an ‘act of magic’ by p ...
... growth by providing an avenue for growing companies to raise capital at lower cost. In addition, companies in countries with developed stock markets are less dependent on bank financing, which can reduce the risk of a credit crunch. The stock market is also expected to perform an ‘act of magic’ by p ...
The Macroeconomic Transition to High Household Debt Jeffrey R. Campbell Zvi Hercowitz
... amortizes. The implied forced savings reflected the desire of the Roosevelt administration to reduce the likelihood of a mass default of highly-leveraged mortgagees, as occurred at the beginning of the Great Depression. A host of financial regulations supported this policy. The most prominent gave t ...
... amortizes. The implied forced savings reflected the desire of the Roosevelt administration to reduce the likelihood of a mass default of highly-leveraged mortgagees, as occurred at the beginning of the Great Depression. A host of financial regulations supported this policy. The most prominent gave t ...
Invesco Global Investment Grade Corporate Bond Fund A
... Fixed Income’s (IFI) global platform in order to uncover relative value opportunities across investment grade corporate bond markets ...
... Fixed Income’s (IFI) global platform in order to uncover relative value opportunities across investment grade corporate bond markets ...
Europe`s Investment Plan Surges To €500 Billion, But Is
... EU. The plan’s goal was threefold: boost job creation and growth, meet the long-term needs of the economy and increase competitiveness, and help strengthen productive capacity and infrastructure. At the time, companies had little appetite to invest and neither did governments, worried about their pu ...
... EU. The plan’s goal was threefold: boost job creation and growth, meet the long-term needs of the economy and increase competitiveness, and help strengthen productive capacity and infrastructure. At the time, companies had little appetite to invest and neither did governments, worried about their pu ...
ch15 - U of L Class Index
... • E.g., a stock you bought for $33 now trades for $48 and you want to protect the profits at $45 – If the stock retreats to $45, you lock in the profit if you place a stop order – If the stock continues to increase, you can use a crawling stop to increase the stop price ...
... • E.g., a stock you bought for $33 now trades for $48 and you want to protect the profits at $45 – If the stock retreats to $45, you lock in the profit if you place a stop order – If the stock continues to increase, you can use a crawling stop to increase the stop price ...
Private equity secondary market
In finance, the private equity secondary market (also often called private equity secondaries or secondaries) refers to the buying and selling of pre-existing investor commitments to private equity and other alternative investment funds. Given the absence of established trading markets for these interests, the transfer of interests in private equity funds as well as hedge funds can be more complex and labor-intensive.Sellers of private equity investments sell not only the investments in the fund but also their remaining unfunded commitments to the funds. By its nature, the private equity asset class is illiquid, intended to be a long-term investment for buy-and-hold investors, including ""pension funds, endowments and wealthy families selling off their private equity funds before the pools have sold off all their assets."" For the vast majority of private equity investments, there is no listed public market; however, there is a robust and maturing secondary market available for sellers of private equity assets.Buyers seek to acquire private equity interests in the secondary market for multiple reasons. For example, the duration of the investment may be much shorter than an investment in the private equity fund initially. Likewise, the buyer may be able to acquire these interests at an attractive price. Finally, the buyer can evaluate the fund's holdings before deciding to purchase an interest in the fund. Conversely, sellers may seek to sell interest for various reasons, including the need to raise capital, the desire to avoid future capital calls, the need to reduce an over-allocation to the asset class or for regulatory reasons.Driven by strong demand for private equity exposure over the past decade, a significant amount of capital has been committed to secondary market funds from investors looking to increase and diversify their private equity exposure.