Search results for: 'APR'
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
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
Derivados de tipo de cambio DF2-233
This technical note starts with the notation used for currency exchange and goes further into methods to calculate it. Then it moves to explain the main difference between futures and options, and further into currency exchange derivatives, with their respective calls and puts. It also deals with buyer and seller tunnels, and exotic derivatives.Academic Area:Finance
Renta Fija Soberana DF2-234
This technical note explains sovereign bonds. It consists of debt incurred by states, and hence is credit-risk free. However, it is not free of others such as market and liquidity risks. It also goes into the different types of sovereign bonds, starting with treasuries and bonds. Likewise it covers related concepts and other concepts like inflation bonds and segregable coupons.Academic Area:Finance
Renta Fija Privada, Subordinada y Titulizaciones DF2-230
This Technical Note references all the financial instruments of private equity.
First, it illustrates the three main risks of these financial instruments: market risk, liquidity risk and credit risk. Additionally, it states which are the main products in the eyes of the Comisión Nacional Del Mercado de Valores (CNMV).
Then it how, within the liabilities structure of a firm, there frequently exists a difference between senior and subordinate debt, where the main characteristic of the latter is that, faced with an asset reduction, it suffers a decrease in value after the capital but before the senior debt.Academic Area:Finance
Análisis de ratios CF2-122
When analyzing a company with regards to its economic and financial health, ratios are the most common tool. They are designed to show the relation between different accounts. Since the financial ratios are so many, it is important to set a path for the analysis to avoid getting lost in the available data.Academic Area:Financial Accounting | Finance
Necesidades operativas de fondos y fondo de maniobra CF2-123
To understand a company’s capacity to create economic value it is necessary to understand, among others, the structure and composition of its current assets and liabilities, as well as its relationship with sales. The reason is that it directly influences the capital invested in operations, which is a determining factor over the ROIC. Through these lenses, it is also possible to analyze the potential default risk of the business.Academic Area:Financial Accounting
Creación y Desarrollo de la Marca Aquarius MK1-160-M
This multimedia case shows the complete process of brand creation, construction and management. Comprised of the steps that must be taken in the process, tools and strategies for communication, and the types of decisions that must be faced when managing a brand, students will learn a model that can later be used in other markets and sectors or with other products, as well as understand key factors of the creative process and the search for efficient solutions for communication-based business problems.
Various videos with people who actively participated in the creation of the Aquarius brand are included, such as Marcos de Quintos, Chief Marketing Officer for The Coca-Cola Company, and Miguel García, Creative Director of Sra. Rushmore. It also includes several graphs in which students can analyze market tendencies, competition in the sector, or the rise in non-carbonated beverages in the Spanish market. This data is available in an Excel spreadsheet which the student can download and use to carry out a study.
At the end of the case, several dilemmas which Aquarius faces are brought up, requiring the student to consider different strategies in order to resolve the future challenges Aquarius will be faced with.
The case is recommended for students of degrees and master programs (MBA, MIM, Executive MBA) in marketing and communications sessions and as a basis for a work during the course. It can be used in courses directly related to brand management, commercial communication, integrated communication, communication strategy and creativity.Academic Area:Marketing
Suavizantes para la ropa MK1-157-M
This multimedia case has been developed as an interactive single-player simulation. It presents a real life situation of how to use market research in a business context; in the specific case of revenue growth through an increase in consumption. The case covers all the steps within market research; secondary data analysis, the actual design of the market research, and the development of the marketing plan. The case is closely based around a consumer goods giant, however the details of the company have been disguised.
Through an interactive interface students will review the market research methodologies, analyze key qualitative insights and quantitative data; and more importantly experience first-hand the decision making process behind market research. All this under the intriguing framework of developing the Fabric Softener category in a number of developing countries (Mexico, Russia, Poland, Hungary, and The Philippines, among others).
By working through this case study, students will learn about market research and at the same time have the opportunity to put into practice their knowledge. They will understand how to use the information obtained from the research to guide investment choices, both in terms of selection of countries as well as specific marketing and promotional activities.
This simulation can be used as part of a marketing fundamentals course or in a more specialized market research course. It can be used in master programs such as MBA, Master in Management, Master in Marketing Research or degree/university level courses with students that have some previous knowledge in marketing issues and marketing research tools and methodologies. It can also be used in executive education programs.Academic Area:Marketing