The Investment Industry For It Practitioners
DOWNLOAD
Download The Investment Industry For It Practitioners PDF/ePub or read online books in Mobi eBooks. Click Download or Read Online button to get The Investment Industry For It Practitioners book now. This website allows unlimited access to, at the time of writing, more than 1.5 million titles, including hundreds of thousands of titles in various foreign languages. If the content not found or just blank you must refresh this page
The Investment Industry For It Practitioners
DOWNLOAD
Author : Andrew Bradford
language : en
Publisher: John Wiley & Sons
Release Date : 2012-02-21
The Investment Industry For It Practitioners written by Andrew Bradford and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-02-21 with Business & Economics categories.
Giving IT professionals in financial services firms a rounded and comprehensive grounding in their knowledge of their industry, this book offers a primer on the major financial instruments, transactions, and processes, as well as a sound knowledge of the principles of good IT management in the industry. The book gives readers a clear understanding of equities, bonds, currencies, listed derivatives and OTC derivatives. It explains transactions in those instruments and the requirements of business systems that process these transactions. Transactions covered include (inter-alia) agency and principal purchases and sales, loans and deposits, repos and reverse repos, stock loans; and also the Sharia-compliant 'Islamic' transactions that may be used as alternatives to interest bearing transactions. Andrew Bradford gives an introduction to how investment firms are regulated; offers an understanding of the STP (Straight-through-Processing) concept following the trade cycle for the transactions from order through to execution through pre-settlement to final settlement; covers basic accounting procedures for the transactions; and conveys the basic principles of good IT management in the investment industry.
Investment Leadership
DOWNLOAD
Author : Jim Ware
language : en
Publisher: Wiley
Release Date : 2004-06-01
Investment Leadership written by Jim Ware and has been published by Wiley this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004-06-01 with Business & Economics categories.
A comprehensive guide to best practices within the investment industry Investment Leadership provides readers with the tools to understand the leadership factors that contribute to sustainable growth; diagnose their firm's culture and understand why it is important; and replicate best practices from leading firms. With the help of diagnostic tools, practical advice from industry leaders, and real-life case studies, this book sets out to explain what is wrong with the status quo and reveal the secrets of long-term success in the investment industry. James W. Ware, CFA, currently works as a consultant to money managers. He is the coauthor of The Leadership Genius of George W. Bush (0-471-42006-9). Beth Michaels has worked with many organizations, including Chevrolet Motors and the McDonald's Corporation. Dale Primer has worked with business executives from more than 700 individual businesses in over eighty-five separate industries.
The Mifid Ii Framework
DOWNLOAD
Author : Mario Comana
language : en
Publisher: Springer
Release Date : 2019-02-15
The Mifid Ii Framework written by Mario Comana and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-02-15 with Business & Economics categories.
This book provides a detailed analysis of the main innovations and impacts associated with the package of European legislation comprising MiFID II and MiFIR, which constitutes a pillar of the EU’s “single rulebook” for financial regulation. Adopting a research-oriented approach, the authors also consider the practical consequences of the new legislation, to provide a clear description of the new rules and the ways in which they address concerns raised by the financial crisis, as well as an appraisal of the theoretical implications from an EU-wide perspective. The book also presents a comparative analysis of how the package is being implemented within the larger countries of the Eurozone and the United Kingdom, and evaluates the likely consequences for banks’ business models. This research book is a valuable resource for graduate and master’s level students as well as professionals and practitioners interested in understanding the European financial law and, in particular, the dynamics of the investment industry.
The Banking Industry Guide Key Insights For Investment Professionals
DOWNLOAD
Author : Ryan C. Fuhrmann
language : en
Publisher: CFA Institute
Release Date : 2017
The Banking Industry Guide Key Insights For Investment Professionals written by Ryan C. Fuhrmann and has been published by CFA Institute this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017 with Business & Economics categories.
Excel For Investment Professionals
DOWNLOAD
Author : Michael McDonald
language : en
Publisher:
Release Date : 2019
Excel For Investment Professionals written by Michael McDonald and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019 with categories.
Mutual Fund Industry Handbook
DOWNLOAD
Author : Lee Gremillion
language : en
Publisher: John Wiley & Sons
Release Date : 2012-06-22
Mutual Fund Industry Handbook written by Lee Gremillion and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2012-06-22 with Business & Economics categories.
"The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.
Investment Leadership And Portfolio Management
DOWNLOAD
Author : Brian D. Singer
language : en
Publisher: John Wiley & Sons
Release Date : 2009-09-29
Investment Leadership And Portfolio Management written by Brian D. Singer and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2009-09-29 with Business & Economics categories.
An industry leader candidly examines the role of investment leadership in portfolio management Investment Leadership & Portfolio Management provides a top down analysis of successful strategies, structures, and actions that create an environment that leads to strong macro investment performance and rewarding investor outcomes. By examining how to manage and lead an investment firm through successful investment decision-making processes and actions, this book reveals what it will take to succeed in a radically changed investment landscape. From firm governance and firm structure-for single capability, multi-capability, and investment and product firms-to culture, strategy, vision, and execution, authors Brian Singer, Barry Mandinach, and Greg Fedorinchik touch upon key topics including the differences between leading and managing; investment philosophy, process, and portfolio construction; communication and transparency; and ethics and integrity. Leadership issues in investment firms are a serious concern, and this book addresses those concerns Details the strong correlation between excellence in investment leadership and excellence in portfolio management Written by a group of experienced professionals in the field, including the Chairman of the CFA Institute Board of Governors Understanding how to operate in today's dynamic investment environment is critical. Investment Leadership & Portfolio Management contains the insights and information needed to make significant strides in this dynamic arena.
Equity Smart Beta And Factor Investing For Practitioners
DOWNLOAD
Author : Khalid Ghayur
language : en
Publisher: John Wiley & Sons
Release Date : 2019-06-12
Equity Smart Beta And Factor Investing For Practitioners written by Khalid Ghayur and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-06-12 with Business & Economics categories.
A guide to the popular and fast growing investment opportunities of smart beta Equity Smart Beta and Factor Investing for Practitioners offers a hands-on guide to the popular investment opportunities of smart beta, which is one of the fastest growing areas within the global equity asset class. This well-balanced book is written in accessible and understandable terms and contains an in-depth manual filled with analytical information and new ideas. The authors—noted experts in the field—include a definition of smart beta investing and detail its history. They also explore the distinguishing characteristics of smart beta strategies, offer an overview of factor investing, and reveal the implementation of smart beta approaches. Comprehensive in scope, the book contains helpful examples of applications, real-life illustrative case studies, and contributions from leading and respected practitioners that explain how they approach smart beta investing. This important book: Contains an in-depth exploration of smart beta investing Includes the information written in clear and accessible language Presents helpful case studies, illustrative examples, and contributions from leading and respected experts Offers a must have resource coauthored by the Head of Goldman Sachs’ equity smart beta business Written for investors who want to tap into the opportunities that smart beta offers, Equity Smart Beta and Factor Investing for Practitioners is the comprehensive resource for learning how to create more efficient overall equity portfolios.
Multi Asset Investing
DOWNLOAD
Author : Pranay Gupta
language : en
Publisher: John Wiley & Sons
Release Date : 2016-03-14
Multi Asset Investing written by Pranay Gupta and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2016-03-14 with Business & Economics categories.
Despite the accepted fact that a substantial part of the risk and return of any portfolio comes from asset allocation, we find today that the majority of investment professionals worldwide are focused on security selection. Multi-Asset Investing: A Practitioner’s Framework questions this basic structure of the investment process and investment industry. Who says we have to separate alpha and beta? Are the traditional definitions for risk and risk premium relevant in a multi-asset class world? Do portfolios cater for the ‘real risks’ in their investment processes? Does the whole Emerging Markets demarcation make sense for investing? Why do active Asian managers perform much poorer compared to developed market managers? Can you distinguish how much of a strategy’s performance comes from skill rather than luck? Does having a performance fee for your manager create alignment or misalignment? Why is the asset management transitioning from multi-asset strategies to multi-asset solutions? These and many other questions are asked, and suggestions provided as potential solutions. Having worked together for fifteen years, the authors’ present implementable solutions which have helped them successfully manage large asset pools. The Academic Perspective “Multi-Asset Investing asks fundamental questions about the asset allocation investment processes in use today, and can have a substantial impact on the future structure of the finance industry. It clarifies and distils the techniques that investment professionals need to master to add value to client portfolios.” —Paul Smith, President & CEO, CFA Institute “Pranay Gupta, Sven Skallsjo, and Bing Li describe the essential concepts and applications of multi-asset investing. Their treatment is far ranging and exceptionally lucid, and always with a nod to practical application. Buy this book and keep it close at hand.” —Mark Kritzman, MIT Sloane School of Management “Innovative solutions to some of the most difficult investment problems we are faced with today. Multi-asset Investing tackles investment issues which don’t have straight forward solutions, but nevertheless are faced by every investment professional. This book sets the standard for investment processes of all asset managers.” —SP Kothari, MIT Sloane School of Management The Asset Owner Perspective “Multi-asset means different things to different people. This is the first text that details a comprehensive framework for managing any kind of multi-asset investment problem. Further, its explanation of the commercial aspects of managing a multi-asset investment business for an asset manager, private bank or asset owner make it an indispensable tool” —Sadayuki Horie, Dy. Chairman - Investment Advisory Comm., Government Pension Investment Fund, Japan “Multi-Asset Investing shows the substantial scope there is to innovate the asset allocation process. With its novel approaches to allocation, portfolio construction and risk management it demonstrates the substantial value that can be added to any portfolio. The solutions proposed by Multi-Asset Investing are creative, thought provoking, and may well be the way all portfolios need to be managed in the future.” —Mario Therrien, Senior Vice President, Caisse de Depot et Placement du Quebec, Canada The Asset Manager’s Perspective “Never has astute asset allocation and diversification been more crucial than today. Asset Managers which are able to innovate their investment processes and products in this area, are more likely to be the winners. Multi-Asset Investing provides both simple and sophisticated, tested and implementable techniques for successfully managing multi-asset portfolios.” —Vincent Camerlynck, former CEO BNP Paribas Investment Partners, Asia Pacific The Investment Strategist Perspective “For plan sponsors, portfolio managers, analysts and risk managers, Multi-Asset Investing is an unparalleled guide for portfolio management. Its approach to blending the quantitative and fundamental, top-down and bottom up and the risk and return frameworks makes it a valuable tool for any kind of investment professional. It clarifies a complex subject into a series of practical ideas to help add value to any portfolio.” —Ajay S. Kapur, Chief Strategist, BOA Merrill Lynch Asia
Money Meaning And Mindsets Radical Reform For The Investment Industry
DOWNLOAD
Author : Jim Ware
language : en
Publisher:
Release Date : 2017-06-12
Money Meaning And Mindsets Radical Reform For The Investment Industry written by Jim Ware and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-06-12 with categories.
The investment industry is changing dramatically, with industry observers commenting that a New Era is dawning. This book describes the changes that have taken place and puts them in a framework that lets the reader understand the past and prepare for the future. The book is written by investment people who have worked for asset management firms and consulted to them for nearly twenty years. The subtitle of the book-Radical Reform for the Investment Industry-speaks to the need for new thinking to solve today's challenges. The authors invoke Einstein's oft-quoted insight: "We cannot solve our problems with the same thinking used when we created them." The new thinking borrows from the world of psychology and social systems to explain the mindsets that created the current investment world and the mindsets that are evolving to create a new paradigm. A major premise of the book is that investment firms must return to their basic mission: serving their clients. And though many firms pay lip service to this goal, evidence in the book suggests otherwise. A major step forward for firms is to think more carefully about their purpose: Why do we exist? What is our value proposition to clients? What is the meaning of the work we do? In their consulting work, the authors find that firms are beginning to take these questions seriously. This step towards meaning is important because the Millennial generation, soon to dominate the work force, is acutely interested in it. The authors believe there are good answers to these questions about purpose but investment leaders have been slow to develop and articulate them. The book provides case studies of investment firms that are demonstrating new leadership with great success. These firms are characterized by skillful leadership, a strong sense of purpose, and highly cohesive cultures. They have moved away from a singular focus on shareholder profits to providing value for all the stakeholders: owners, employees, clients, and society. The book pulls no punches in critiquing the current state of the industry-very low trust with the general population-and suggesting radically different thinking for the future. And while the authors believe there is a valid role for active investing, they recognize that only a small percentage of elite firms can deliver on the goal of superior performance. Thus, most of the resources in the investment industry should be directed towards understanding and meeting client objectives. A major shift in mindsets is from a "competitive" industry to a "service" industry. Finding a balance between these two mindsets is a key skill required of future leaders. The elite firms are finding this balance and enjoying success as a result.