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
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
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
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
Agustin's decisions CO1-274-I
Finding a balance between professional and personal goals is a challenge that is more and more commonplace. This case follows the story of Agustín, a young professional whose mother is diagnosed with lung cancer amid plans for pursuing an MBA abroad, being a newlywed, helping with his family’s business. In situations such as these, the decision of whether to continue ahead with professional plans becomes quite complex.Academic Area:Organisational Behaviour
Professional Toxicity: A Case Study CO1-275-I
This case study explores the personal and professional effects of working for a toxic boss and how to approach such a situation. The case is told in first-person, which helps readers fully understand the frustrations that come along with having to work under a superior whose attitude, inability to accept his failures and lack of communication and feedback not only negatively affects the work experience, but also put business negotiations in jeopardy.Academic Area:Organisational Behaviour
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
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
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