Search results for: 'GE'
Perfil y competencias del asesor financiero DF2-245
This technical note explains what the client is looking for when it comes to deciding who will manage their assets. It also explains how one of the main components of financial entities are its financial advisors that, nowadays, need to have the adequate experience and training to fulfill their responsibilities entirely.Academic Area:Finance
Estrategias de inversión en renta fija con la ayuda … DF2-231
This technical note starts with the basic types of investments in fixed income bonds. It then dives into the concepts and differences between fixed rate coupon and variable rate coupon. It also goes into the derivatives interest rates, forwards over bonds and things like forward rate agreements. It also explains swaps and their use in portfolio management and finally explains caps and floors.Academic Area:Finance
Volatilidad y pérdida máxima en una cartera DF2-248
Starts by explaining the meaning of an investment portfolio and moves on to the considerations of a financial advisor must have for an investment proposal, based on the risk profile of the customer. It uses the example of an investment proposal that can be conservative, moderate, dynamic and aggressive. It wraps up with the presentation of the investment proposal, as a previous step for implementation. It also suggests the concept of financial traceability.Academic Area:Finance
La propuesta de inversión en el servicio de asesoram … DF2-247
This technical note covers a wide range of topics that go from the management of an investment portfolio, to the decisions taken by the financial advisor when designing an effective investment proposal. It also goes into details of the different types of investment proposals and their levels of risk.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
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
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 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