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  1. La Sonrisa Máxima AJ-EF-020

    Secunda is Prima’s employee and a dentist in one of Prima’s dental clinics. Secunda and Prima are going to open a new clinic together in Spain under a new Sociedad Anónima. They have mistakenly made investments on account of the new company. Leasing over equipment has been entered into with a third party, for equipment to be used in the clinic.

    The students are asked to regularise this de facto situation with a long-term solution. Furthermore, the relationship of both parties as partners must be regulated, and in particular, Secunda’s dual role as a dentist and director.

    Academic Area:
    Finance | Entrepreneurship | Others | Innovation | Law
  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. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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
  9. 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
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