The Trade Lifecycle

The Trade Lifecycle
Author: Robert P. Baker
Publisher: John Wiley & Sons
Total Pages: 421
Release: 2015-07-30
Genre: Business & Economics
ISBN: 1119003687

Drive profit and manage risk with expert guidance on trade processing The Trade Lifecycle catalogues and details the various types of trades, including the inherent cashflows and risk exposures of each. Now in its second edition, this comprehensive guide includes major new coverage of traded products, credit valuation adjustment, regulation, and the role of information technology. By reading this, you’ll dissect a trade into its component parts, track it from preconception to maturity, and learn how it affects each business function of a financial institution. You will become familiar with the full extent of legal, operational, liquidity, credit, and market risks to which it is exposed. Case studies of real projects cover topics like FX exotics, commodity counterparty risk, equity settlement, bond management, and global derivatives initiatives, while the companion website features additional video training on specific topics to help you build a strong background in this fundamental aspect of finance. Trade processing and settlement combined with control of risk has been thrust into the limelight with the recent near collapse of the global financial market. This book provides thorough, practical guidance toward processing the trade, and the risks and rewards it entails. Gain deep insight into emerging subject areas Understand each step of the trade process Examine the individual components of a trade Learn how each trade affects everything it touches Every person working in a bank is highly connected to the lifecycle of a trade. It is the glue by which all departments are bound, and the aggregated success or failure of each trade determines the entire organization's survival. The Trade Lifecycle explains the fundamentals of trade processing and gives you the knowledge you need to further your success in the market.

Managing Financial Information in the Trade Lifecycle

Managing Financial Information in the Trade Lifecycle
Author: Martijn Groot
Publisher: Elsevier
Total Pages: 275
Release: 2010-07-28
Genre: Business & Economics
ISBN: 008055993X

Information is the oxygen supply of the financial markets. Financial information, or data, is so important that companies such as Barclays and Citigroup now have executive positions of Chief Data Officer or Head of Data Acquisition. This book, by a long-time industry insider at one of the leading data management vendors, discusses the present and future of financial data management by focusing on the lifecycle of the financial instruments (stocks, bonds, options, derivatives) that generate and require data to keep the markets moving. This book is a concise reference manual of the financial information supply chain and how to maximize effectiveness and minimize cost. - First book fully dedicated to financial information supply chain and how to manage it effectively - Addresses hot topics that readers need to know: regulatory reporting regulations, data pooling, hubs, and data exchanges - Draws from actual lessons learned and presents many real-life scenarios of the business

Lifecycle Investing

Lifecycle Investing
Author: Ian Ayres
Publisher: ReadHowYouWant.com
Total Pages: 358
Release: 2010-05
Genre: Business & Economics
ISBN: 1458758427

Diversification provides a well-known way of getting something close to a free lunch: by spreading money across different kinds of investments, investors can earn the same return with lower risk (or a much higher return for the same amount of risk). This strategy, introduced nearly fifty years ago, led to such strategies as index funds. What if we were all missing out on another free lunch that’s right under our noses? InLifecycle Investing, Barry Nalebuff and Ian Ayres-two of the most innovative thinkers in business, law, and economics-have developed tools that will allow nearly any investor to diversify their portfolios over time. By using leveraging when young-a controversial idea that sparked hate mail when the authors first floated it in the pages ofForbes-investors of all stripes, from those just starting to plan to those getting ready to retire, can substantially reduce overall risk while improving their returns. InLifecycle Investing, readers will learn How to figure out the level of exposure and leverage that’s right foryou How the Lifecycle Investing strategy would have performed in the historical market Why it will work even if everyone does it Whennotto adopt the Lifecycle Investing strategy Clearly written and backed by rigorous research,Lifecycle Investingpresents a simple but radical idea that will shake up how we think about retirement investing even as it provides a healthier nest egg in a nicely feathered nest.

Collateral Management

Collateral Management
Author: Michael Simmons
Publisher: John Wiley & Sons
Total Pages: 839
Release: 2019-02-18
Genre: Business & Economics
ISBN: 1119377129

Insight into collateral management and its increasing relevance in modern banking In the wake of recent financial crises, firms of all sizes have adjusted their policies to incorporate more frequent instances of collateral management. Collateral Management: A Guide to Mitigating Counterparty Risk explains the connection between the need for collateral management in order to alleviate counterparty risk and the actions that firms must take to achieve it. Targeted at middle and back office managers seeking a hands-on explanation of the specifics of collateral management, this book offers a thorough treatment of the subject and attends to details such as internal record management, daily procedures used in making and receiving collateral calls, and settlement-related issues that affect the movements of cash and securities collateral. An expert in financial topics ranging from trade lifecycle to operational risk, author Michael Simmons offers readers insight into a field that, so far, is struggling to produce enough expertise to meet its high demand. Presents hands-on advice and examples from a bestselling, internationally renowned author who introduces his third book on operations and operations-related activities Explains the relationship between collateral management and preventing institutional defaults, such as the recent Lehman Brothers downfall Since 2008, firms have recognized and embraced the importance of collateral management, but this book will provide practitioners with a deeper understanding and appreciation of its relevance.

Trade IPOs Online

Trade IPOs Online
Author: Matthew D. Zito
Publisher: Wiley
Total Pages: 0
Release: 2001-10-09
Genre: Business & Economics
ISBN: 9780471443025

Cash in on the Internet IPO Investment Revolution trade IPOs online "Whatever business you are in, the one common thread is that information is power. In this book you will find out how to get it and then how to use it for profit." -from the Foreword by David Menlow, President, IPOfinancial.com "Bust open that smoky back room and let the IPO Guys show you how the individual investor can play the IPO market." -Jay Sears, Senior Vice President, EDGAR Online, Inc. "Any investor desiring to participate in IPOs need look no further than this fantastic book. Zito and Olejarczyk have done a tremendous service to individual investors by clearly explaining how to participate in the IPO market, from basic IPO participation to sophisticated investing techniques." -Corey E. Ostman, Chief Technology Officer, Alert-IPO! "Trade IPOs Online is an excellent primer for the novice online investor." -Scott Ryles, President and Chief Executive Officer, Epoch Capital Partners

Introduction to Business

Introduction to Business
Author: Lawrence J. Gitman
Publisher:
Total Pages: 1455
Release: 2024-09-16
Genre: Business & Economics
ISBN:

Introduction to Business covers the scope and sequence of most introductory business courses. The book provides detailed explanations in the context of core themes such as customer satisfaction, ethics, entrepreneurship, global business, and managing change. Introduction to Business includes hundreds of current business examples from a range of industries and geographic locations, which feature a variety of individuals. The outcome is a balanced approach to the theory and application of business concepts, with attention to the knowledge and skills necessary for student success in this course and beyond. This is an adaptation of Introduction to Business by OpenStax. You can access the textbook as pdf for free at openstax.org. Minor editorial changes were made to ensure a better ebook reading experience. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution 4.0 International License.

Securities Operations

Securities Operations
Author: Michael Simmons
Publisher: John Wiley & Sons
Total Pages: 486
Release: 2003-07-07
Genre: Business & Economics
ISBN: 0470857153

The only comprehensive account of operational risk in securities settlements Securities Operations focuses on the settlement aspects of a securities transaction. As financial analysts make a greater effort toward quantifying and managing operational risk, they are paying more attention to securities transactions in general and to the settlement phase in particular. While describing the practical issues, this book enumerates the different "back office" related risks potentially encountered throughout the settlement. Simmons also covers more advanced topics such as derivatives, trade compensation, internal allocation of funding costs, and operational performance measurement. Michael Simmons (London, UK) is currently Head of Business Consultancy at Wilco International, a major software systems provider to the financial markets. Over the years, financial professionals around the world have looked to the Wiley Finance series and its wide array of bestselling books for the knowledge, insights, and techniques that are essential to success in financial markets. As the pace of change in financial markets and instruments quickens, Wiley Finance continues to respond. With critically acclaimed books by leading thinkers on value investing, risk management, asset allocation, and many other critical subjects, the Wiley Finance series provides the financial community with information they want. Written to provide professionals and individuals with the most current thinking from the best minds in the industry, it is no wonder that the Wiley Finance series is the first and last stop for financial professionals looking to increase their financial expertise.

Product Lifecycle Management

Product Lifecycle Management
Author: John Stark
Publisher: Springer Science & Business Media
Total Pages: 573
Release: 2011-08-12
Genre: Technology & Engineering
ISBN: 0857295462

Product Lifecycle Management (2nd edition) explains what Product Lifecycle Management (PLM) is, and why it's needed. It describes the environment in which products are developed, realised and supported, before looking at the basic components of PLM, such as the product, processes, applications, and people. The final part addresses the implementation of PLM, showing the steps of a project or initiative, and typical activities. This new and expanded edition of Product Lifecycle Management is fully updated to reflect the many advances made in PLM since the release of the first edition. It includes descriptions of PLM technologies and examples of implementation projects in industry. Product Lifecycle Management will broaden the reader’s understanding of PLM, nurturing the skills needed to implement PLM successfully and to achieve world-class product performance across the lifecycle. “A 20-year veteran of PLM, I highly recommend this book. A clear and complete overview of PLM from definition to implementation. Everything is there - reasons, resources, strategy, implementation and PLM project management.” Achim Heilmann, Manager, Global Technical Publications, Varian Medical Systems “Product Lifecycle Management is an important technology for European industry. This state-of-the art book is a reference for those implementing and researching PLM.” Dr. Erastos Filos, Head of Sector "Intelligent Manufacturing Systems", European Commission “This book, written by one of the best experts in this field, is an ideal complement for PLM courses at Bachelor and Master level, as well as a well-founded reference book for practitioners.” Prof. Dr.-Ing. Dr. h.c. Sandor Vajna, University of Magdeburg, Germany “This comprehensive book can help drive an understanding of PLM at all levels – from CEOs to CIOs, and from professors to students – that will help this important industry continue to expand and thrive.” James Heppelmann, President and Chief Executive Officer, PTC “PLM is a mission-critical decision-making system leveraged by the world’s most innovative companies to transform their process of innovation on a continuous basis. That is a powerful value proposition in a world where the challenge is to get better products to the market faster than ever before. That is the power of PLM.” Tony Affuso, Chairman and CEO, Siemens PLM Software

Probable Outcomes

Probable Outcomes
Author: Ed Easterling
Publisher:
Total Pages: 256
Release: 2011-01
Genre: Business & Economics
ISBN: 9781879384828

Probable outcomes continues the Crestmont Research tradition of extensive full-color charts and graphs that enable investors and advisors to differentiate between irrational hope and a rational view of the stock market. This book's empowering insights prepare you to take action during the current period of below -average returns. The unique combination of investment science and investment art explores the market from several perspectives and addresses the significant implications for a broad range of investors. Beyond concepts, Ed Easterling delivers a dramatic analysis of the likely course for the stock market over the 2010 decade. Investors and advisors will benefit from this timely outlook and its message of reasonable expectations and value-added investing. This essential resource offers a compelling understanding of the key fundamental principles that drive the stock market. Derived from years of meticulous research, Probably outcomes provides sensible conclusions that will guide your future investment choices and allow you to invest with confidence, whatever your financial strategy."--