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  1. Innovation at play: Gold certificate financing by Am … DF1-226-I

    Mariam Fatima has recently joined Amana Bank as a member of the New Product Initiatives Division. Seeing the need for a Shariah-compliant pawn service (Qard Hasan) in Sri Lanka, Fatima presents this product gap to her team. During two years, she and her team develop a pawn service that complies with Islamic banking principles - finally offering lower-middle-class individuals the opportunity to borrow money more securely.

    Academic Area:
    Finance
  2. 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
  3. Jordan's Sovereign Sukuk: A dual solution to bo … DF1-221-I

    The Sukuk sector is the fastest growing sector of the Islamic Finance Industry. Indeed, it grew by 14% within just one year (between 2014 and 2015). The total outstanding Sukuk globally stood at US$ 342 billion at the end of 2015. Sukuk has been widely embraced globally as Sovereign Sukuk has been issued by various countries such as UK, Malaysia, Hong-Kong and South Africa. Supranational entities such as World Bank affiliates International Finance Facility for Immunization (IFFI), the Islamic Development Bank Group and even companies such as Dubai Islamic Bank, Goldman Sachs and Zorly Energy have all issued Sukuk.

    The Jordan Sovereign Sukuk transaction was the pioneer Sovereign Sukuk issuance by the country. Jordan, which is one of ICD’s member countries, has been very active for the past couple of years in terms of Islamic Finance regulations and framework given that it has four Islamic banks in operation in Jordan and passed the Islamic Finance Sukuk Law in 2012.

    Academic Area:
    Finance
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
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