Finance

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  1. El Cliente y el Asesoramiento Financiero DF2-244

    The technical note explains the concepts and differences between product and customer banking. It also explains the types of investors, mainly conservative, risky and very risky, to offer financial advice better suited to their needs. On the other hand, it uses the Life Cycle Theory of Franco Modigliani to segment customers according to their current needs. It wraps up by explaining the five types of services that banks can offer their customers depending on their type.

    Academic Area:
    Finance
  2. Volatilidad y Pérdida Máxima de un Producto Financie … DF2-243

    This technical note explains concepts such as market efficiency, that is central to understand how to measure risk.  It also talks about arbitration and volatility, which is particularly useful for the estimation of maximum loss when investing in financial products.

    Academic Area:
    Finance
  3. Análisis de riesgos para coberturas: tipos de cobert … DF2-240

    Explains the analysis companies make when designing their risk management strategy. It also compares the individual’s vs. the company’s risks. The company’s objective is to be exposed as little as possible to financial, commodities and interest rates risks. This note also explains the linear and nonlinear risk management.

    It finally explains the steps risk management advising through a practical case of risk management advising of a firm with high credit risk.

    Academic Area:
    Finance
  4. Coberturas de tipos de interés DF2-241

    This note explains the types of debt that create interest rate risk. It also presents the two main interest rate risk management tools: swaps and caps. It even goes into collars as the combination of caps and floors. The exotic risk management is also explained, as a way to mitigate interest rate risk. It finally explores the criteria used to design interest rate risk management strategies of several products.

    Academic Area:
    Finance
  5. Tipología básica de productos financieros DF2-236

    This technical note explains the different types of financial products available. It then takes a deeper dive into the main types of financial products: assets such as properties, shares, bonds, loans, currency and merchandise; and derivatives such as forwards, options and swaps.

    Due to the variety of financial products, they are classified between complex and non-complex products. It also considers the fact that these instruments are negotiated in organized and non-organized markets. Finally it explains the three types of market operators: speculative, hedges and arbitration.

    Academic Area:
    Finance
  6. Liquidez en mercados financieros: derivados sobre me … DF2-237

    This technical note starts with explanations and examples of the liquidity in financial markets, along with pros and cons. This helps further the understanding of derivative products. It goes as well into futures and options for goods, including buying and selling strategies and the risks involved. About futures, it delves into its main characteristics, liquidity and shows the potential consequences of a halt in the futures market. It also gives an overview of the concepts of contango and backwardation.

    Academic Area:
    Finance
  7. Fondos de Inversión DF2-239

    This technical note explains in full detail the investment funds. It also emphasizes that these are divided into complex and non-complex. It also goes into explanations around collective investment institutions, in charge of the management of the funds of its participants, and can be found as investment funds or societies.

    It finally goes into details of several forms of investment funds and how they invest, as well as the ratios of profitability and risk that they use.

    Academic Area:
    Finance
  8. Operativa Bancaria Básica DF2-229

    En esta Nota Técnica se hace una breve introducción a la Operativa Bancaria Clásica o Tradicional.
    Primero, se explica el Mercado Interbancario, que es el ámbito donde se aplican los tipos de interés cobrados entre Bancos al financiarse.
    Adicionalmente, se muestran las fuentes básicas de ingreso de la banca, y las diferencias entre la estructura de contabilidad de una empresa no financiera y una financiera. Igualmente, se exponen los productos de Pasivo como Cuentas Corrientes, de Ahorro y Repo (Repurchase Agreement), así como también los productos de Activo como Préstamos, Factoring y Leasing. Otro tema de interés, es la forma en que las entidades financieras administran las inversiones de sus clientes, por medio de: Acciones, Bonos, Warrants/Opciones, Futuros, Contratos por Diferencias, Bonos Estructurados y Fondos de Inversión.
    Finalmente se exponen los productos de cobertura más sencillos que un Banco ofrece a sus clientes.

    Academic Area:
    Finance
  9. Renta Variable DF2-235

    This technical note explains all the financial equity products to be found in Europe, but in Spain in particular.

    It starts with the public and private ordinary shares, and moves on to explain the spanish index IBEX 35, made up with 35 companies, featuring Inditex, Banco Santander, Telefonica, BBVA and Repsol among others. It also includes a detailed explanation around the preemptive subscription rights through an exercise vs. future capital increases, by reviewing the effect on the theoretical value. On the other hand, it explains the concept of preferred stock and the main differences with ordinary stock.

    It also explains other complex products such as  financial futures contracts, contract for differences and others.

    Academic Area:
    Finance
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