Download or read book The Bank Investor s Handbook written by Nathan Tobik and published by . This book was released on 2017-11-22 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: Quick! Name an industry that touches people's lives on an everyday or frequent basis. Perhaps you thought of grocery stores or something sexy like internet retailing, but chances are you didn't think of banking. Yet, most likely you interact with a bank every time you're paid and when you pay your bills. Banks facilitate the flow of money through the economy and even if you don't interact with a bank daily, the businesses you deal with on a daily basis do. For all the interaction people have with banks, few understand how they work or why they work. Even fewer understand why they should consider including bank stocks in their investment portfolio. There are a lot of misconceptions about banks, including understanding what they are and what they do. For many people the word "bank" evokes images of receiving a toaster upon opening an account, or thoughts of security related to the storing of precious items in a safety deposit box. Others might go further and tap their inner Michael Moore and talk about how banks are greedy and evil. It's our belief that banks aren't just places to store idle savings (on which you receive virtually nothing in interest) or to cash checks, but that they should be an integral part of an investor's portfolio. The goal of this book is to provide you with a foundation and framework with which you can both begin to understand banks, but also learn the basic tools used to analyze banks as investments.

Download or read book Inside Private Equity written by James M. Kocis and published by John Wiley & Sons. This book was released on 2009-04-20 with total page 292 pages. Available in PDF, EPUB and Kindle. Book excerpt: Inside Private Equity explores the complexities of this asset class and introduces new methodologies that connect investment returns with wealth creation. By providing straightforward examples, it demystifies traditional measures like the IRR and challenges many of the common assumptions about this asset class. Readers take away a set of practical measures that empower them to better manage their portfolios.

Download or read book The Complete Direct Investing Handbook written by Kirby Rosplock and published by John Wiley & Sons. This book was released on 2017-05-15 with total page 373 pages. Available in PDF, EPUB and Kindle. Book excerpt: The practical guide to direct investing strategies and best practices The Complete Direct Investing Handbook provides comprehensive guidelines, principles and practical perspectives on this increasingly attractive private equity investment strategy. Interviews with leading family office investors, qualified private equity buyers, and top direct investing advisors provide essential insights, and attention to the nuanced processes of direct investing. The books is a hands-on resource for family offices and those investors interested in generating returns through private company ownership to be more effective in creating returns in a complex market. Direct investing best practices are explored in-depth, with guidance on strategy and the evaluation and assessment of various investment opportunities. The process begins with a codified and specific investment goal, and a robust strategy tailored to the investor's individual needs. Useful insight on 'narrowing the field' helps investors select the appropriate opportunities to meet their investment goals, and practical tools help streamline the process of capital deployment and in turn providing more opportunities to achieve desired returns. Despite the growing interest in direct investing, there is little public information available to investors and there is a lack of transparency into practical standards. This book bridges the gap between strategy and execution, with comprehensive guidance and real-world insights. Define and craft a focused investment thesis and appropriate timeline specific to your needs Identify the right type, size, duration, and risk profile aligned to your investment objectives Gain perspective on real-world direct investing and a deeper understanding of the risks and rewards Better understand best practices and institutional investment rigor to develop bespoke processes and policies that create better outcomes for independent investors Historically, extraordinary wealth has been created through equity in privately-held enterprise. Today, family offices and direct investors are looking more and more toward large capital deployment in early-stage and growth-oriented private equity investments, but are constrained by a lack of informed, established practices. The Complete Direct Investing Handbook provides the much-needed guidance and tools that can improve direct investment outcomes.

Download or read book The Handbook of Financial Communication and Investor Relations written by Alexander V. Laskin and published by John Wiley & Sons. This book was released on 2017-09-14 with total page 708 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first book to offer a global look at the state-of-the-art thinking and practice in investor relations and financial communication Featuring contributions from leading scholars and practitioners in financial communication and related fields—including public relations, corporate communications, finance, and accounting— this volume in the critically acclaimed “Handbooks in Communication and Media” seriesprovides readers with a comprehensive, up-to-date picture of investor relations and financial communications as they are practiced in North America and around the world. The Handbook of Financial Communication and Investor Relations provides an overview of the past, present, and future of investor relations and financial communications as a profession. It identifies the central issues of contemporary investor relations and financial communications practice, including financial information versus non-financial information, intangibles, risk, value, and growth. Authors address key topics of concern to contemporary practitioners, such as socially responsible investing, corporate governance, shareholder activism, ethics, and professionalism. In addition, the book arms readers with metrics and proven techniques for reliably measuring and evaluating the effectiveness of investor relations and financial communications. Bringing together the most up-to-date research on investor relations and financial communication and the insights and expertise of an all-star team of practitioners, The Handbook of Financial Communication and Investor Relations: Explores how the profession is practiced in various regions of the globe, including North America, South America, Europe, the Middle East, India, Australia, and other areas Provides a unique look at financial communication as it is practiced beyond the corporate world, including in families, the medical profession, government, and the not-for-profit sector Addresses “big-picture” strategies as well as specific tactics for financial communication during crises, the use of social media, dealing with shareholder activism, integrated reporting and CSR, and more This book makes an ideal reference resource for undergrads and graduate students, scholars, and practitioners studying or researching investor relations and financial communication across schools of communication, journalism, business, and management. It also offers professionals an up-to-date, uniquely holistic look at best practices in financial communication investor relations worldwide.

Download or read book The Eb 5 Handbook written by Ali Jahangiri and published by EB5 Investors Magazine. This book was released on 2014-08-18 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Outstanding. A great entry point for the developer and investor." - Brian Calle, Orange County Register "Combines the experience of the authors to give a unique perspective on the important EB-5 program which drives capital formation and jobs across our country." - Congressman Jared Polis Whether you are a foreign investor seeking a United States green card or a domestic developer sourcing capital for your latest project, the United States EB-5 visa program offers unique opportunity. In an industry known to be difficult to understand, The EB-5 Handbook breaks down the EB-5 program into its simple basics- investment, economic growth, and green cards. In The EB-5 Handbook, investors and developers alike will learn the essentials of the program, the benefits it can offer, and how to get started on their EB-5 journey with sections uniquely tailored to each party. Ali Jahangiri of EB5 Investors Magazine has brought together an all-star team of experts from nearly every segment of the industry. The authors - Jeff Campion, Linda He, David Hirson, Linda Lau, Dawn Lurie, Joseph McCarthy, Al Rattan, Reid Thomas, John Tishler, Kyle Walker, and Kevin Wright - and the editors - Elizabeth Peng and Cletus Weber -all have an established history of success working with EB-5 investors and developers. The EB-5 Handbook is the first book of its kind to bring together such a diverse group of authors to increase transparency and knowledge of the EB-5 program.

Download or read book The ImpactAssets Handbook for Investors written by Jed Emerson and published by Anthem Press. This book was released on 2017-10-03 with total page 340 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The ImpactAssets Handbook for Investors" offers an introductory overview for investors interested in generating financial returns with the creation of social and environmental impact. In addition to discussions of portfolio structure and strategy, the handbook offers an overview of due diligence necessary to assess potential investments, a discussion of communications and performance measurement issues and other factors key to managing capital for multiple returns. While not an “answer book,” "The ImpactAssets Handbook for Investors", with contributions from some of the field’s leading experts in impact investing, offers practical insights and presents critical questions every investor should consider in creating an investment strategy and executing the deployment of investment capital.

Download or read book The Investment Assets Handbook written by Yoram Lustig and published by Harriman House Limited. This book was released on 2014-12-02 with total page 472 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investors who build diversified, multi-asset portfolios, have an ever increasing range of investment assets at their disposal. In order to invest effectively - and build a solid, performing portfolio - it is essential for investors to understand each of these single asset classes and how to use them in portfolios. The Investment Assets Handbook covers the full spectrum of different asset classes and investment types available today, providing investors with the definitive information they need to reach an understanding of the broad range of investment assets. The Handbook is divided into four parts: 1. An introduction to asset classes, including how they should be defined, the main features that can be used to characterise asset classes and the roles that different assets fulfil within a multi-asset portfolio. 2. Traditional assets, including global equities, fixed income and cash. 3. Alternative assets, including real estate, commodities, private equity and hedge funds. 4. New alternative investments, including currency, infrastructure, structured finance, leveraged loans, structured products, alternative or smart betas, volatility, art, insurance-linked securities and timber. Each asset chapter within these sections provides a description of the asset and its characteristics, its historic performance, how to model its future long-term performance, the role it performs in a multi-asset portfolio, its risks, how to access it, and other relevant topics. Long-term investment themes that may impact the future behaviour of assets and investing generally are also highlighted and discussed. The Investment Assets Handbook is the essential guide that investors need as they navigate the universe of investment assets and build multi-asset portfolios.

Download or read book The Handbook for No Load Fund Investors written by Sheldon Jacobs and published by Irwin Professional Publishing. This book was released on 1993 with total page 525 pages. Available in PDF, EPUB and Kindle. Book excerpt: For beginning and experienced investors, mutual funds are the cornerstone of a balanced portfolio. Today mutual fund assets have soared to over $1.3 trillion, compared with $34.1 billion in 1974. This reliable, easy-to-use reference covers more than 1,550 funds.

Download or read book Handbook on Sustainable Investments Background Information and Practical Examples for Institutional Asset Owners written by Swiss Sustainable Finance and published by CFA Institute Research Foundation. This book was released on 2017-12-27 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: A fast growing share of investors have recently widened their scope of analysis to criteria regarded as extra-financial. They are driven by different motivations. Adoption of sustainable investment strategies can be driven, on the one hand by the sole motivation to hedge portfolios against knowable risks by expanding the conceptual framework to incorporate the latest best practice in risk management. Other investors focus rather on a long-term view and make an active bet on societal change. Recent empirical research has shown that considering sustainability factors within investment practices does not come at a cost (i.e. through a reduced opportunity set) but allows for competitive returns. Furthermore, the growing market and resulting competition in the wake of sustainable investing going mainstream has the welcome effect to compress fees for such products. Hence, staying informed about recent trends in sustainable investing is imperative no matter what the main motivation is.

Download or read book Global Handbook of Impact Investing written by Elsa De Morais Sarmento and published by John Wiley & Sons. This book was released on 2020-12-30 with total page 1331 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover how to invest your capital to achieve a powerful, lasting impact on the world. The Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society is an insightful guide to the growing world-wide movement of Impact Investing. Impact investors seek to realize lasting, beneficial improvements in society by allocating capital to sources of impactful and sustainable profit. This Handbook is a how-to guide for institutional investors, including family offices, foundations, endowments, governments, and international organizations, as well as academics, students, and everyday investors globally. The Handbook´s wide-ranging contributions from around the world make a powerful case for positive impact and profit to fund substantive, lasting solutions that solve critical problems across the world. Edited by two experienced and distinguished professionals in the sustainable investing arena and authored by two dozen renowned experts from finance, academia, and multilateral organizations from around the world, the Global Handbook of Impact Investing educates, inspires, and spurs action towards more responsible investing across all asset classes, resulting in smarter capital markets, including how to: · Realize positive impact and profit · Integrate impact into investment decision-making and portfolio · Allocate impactful investments across all asset classes · Apply unique Impact Investing frameworks · Measure, evaluate and report on impact · Learn from case examples around the globe · Pursue Best Practices in Impact Investing and impact reporting While other resources may take a local or limited approach to the subject, this Handbook gathers global knowledge and results from public and private institutions spanning five continents. The authors also make a powerful case for the ability of Impact Investing to lead to substantive and lasting change that addresses critical problems across the world.

Download or read book The Investment Writing Handbook written by Assaf Kedem and published by John Wiley & Sons. This book was released on 2018-03-13 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: The writing "bible" for financial professionals The Investment Writing Handbook provides practical, accessible guidance for crafting more effective investor communications. Written by an award-winning writer, editor, and speechwriter, this book explains the principles and conventions that help writing achieve its purpose; whether you need to inform, educate, persuade, or motivate, you'll become better-equipped to develop a broad range of communications and literature for investor consumption. Examples from real-world financial institutions illustrate expert execution, while explanations and advice targeted specifically toward investor relations give you the help you need quickly. From white papers and investment commentary to RFPs, product literature, and beyond, this book is the financial writer's "bible" that you should keep within arm's reach. Investment writing is one of the primary influences on investors' attitudes. It educates, informs decisions, shapes opinions, and drives behavior—so shouldn't it be expertly-crafted to achieve its intended goal? This book explains the "tricks of the trade" to help you get your message across. Understand the principles of effective investor communication Master the conventions of informative and persuasive writing Examine well-written sample documents from real-world institutions Improve research papers, presentations, investor letters, marketing literature, and more Virtually all firms with investors as clients need to communicate to them regularly, but few financial professionals receive formal training in investor communications. When investors' opinions, attitudes, and actions determine the health of your company, it is vitally important that these communications not be left to chance. The Investment Writing Handbook provides essential guidance and clear explanations to help you transform your communication strategy, execution, and results.

Download or read book Investors Manual written by and published by . This book was released on 1994 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book The TurnKey Investor s Subject to Mortgage Handbook written by Matthew S. Chan and published by Ascend Beyond Publishing. This book was released on 2005-08 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: This exciting new book is in Oversized Manual book format. It contains information not found in any business paperback book (to date) except in real estate courses costing hundreds of dollars. For the first time, this type of "inside information" of "subject to" mortgage transactions are being provided to the general public in a professional and realistic way. This book does NOT cater to the "no money down" or "no credit" audience despite the fact that using the "subject to" mortgage financing technique requires no credit. This book is NOT recommended for the beginning investor as the demands for doing "subject to" mortgage transactions require a greater degree of prerequisite knowledge and experience. This book is for the intermediate investor who wishes to expand their financing possibilities in building their own property portfolio. Accompanying the book are supplementary reading material and accompanying support website.

Download or read book Winning Investors Over written by Baruch Lev and published by Harvard Business Press. This book was released on 2012 with total page 394 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to dealing with Wall Street in order to boost a company's earnings and stock price features advice for executives on such topics as addressing investors' concerns and maintaining credibility on Wall Street.

Download or read book The WEALTHTECH Book written by Susanne Chishti and published by John Wiley & Sons. This book was released on 2018-04-20 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. • Explains how the wealth management sector is being affected by competition from low-cost robo-advisors • Explores technology and start-up company disruption and how to delight customers while managing their assets • Explains how to achieve better returns using the latest fintech innovation • Includes inspirational success stories and new business models • Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups.

Download or read book The REGTECH Book written by Janos Barberis and published by John Wiley & Sons. This book was released on 2019-08-06 with total page 1004 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Regulatory Technology Handbook The transformational potential of RegTech has been confirmed in recent years with US$1.2 billion invested in start-ups (2017) and an expected additional spending of US$100 billion by 2020. Regulatory technology will not only provide efficiency gains for compliance and reporting functions, it will radically change market structure and supervision. This book, the first of its kind, is providing a comprehensive and invaluable source of information aimed at corporates, regulators, compliance professionals, start-ups and policy makers. The REGTECH Book brings into a single volume the curated industry expertise delivered by subject matter experts. It serves as a single reference point to understand the RegTech eco-system and its impact on the industry. Readers will learn foundational notions such as: • The economic impact of digitization and datafication of regulation • How new technologies (Artificial Intelligence, Blockchain) are applied to compliance • Business use cases of RegTech for cost-reduction and new product origination • The future regulatory landscape affecting financial institutions, technology companies and other industries Edited by world-class academics and written by compliance professionals, regulators, entrepreneurs and business leaders, the RegTech Book represents an invaluable resource that paves the way for 21st century regulatory innovation.

Download or read book High Growth Handbook written by Elad Gil and published by Stripe Press. This book was released on 2018-07-17 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: High Growth Handbook is the playbook for growing your startup into a global brand. Global technology executive, serial entrepreneur, and angel investor Elad Gil has worked with high-growth tech companies including Airbnb, Twitter, Google, Stripe, and Square as they’ve grown from small companies into global enterprises. Across all of these breakout companies, Gil has identified a set of common patterns and created an accessible playbook for scaling high-growth startups, which he has now codified in High Growth Handbook. In this definitive guide, Gil covers key topics, including: · The role of the CEO · Managing a board · Recruiting and overseeing an executive team · Mergers and acquisitions · Initial public offerings · Late-stage funding. Informed by interviews with some of the biggest names in Silicon Valley, including Reid Hoffman (LinkedIn), Marc Andreessen (Andreessen Horowitz), and Aaron Levie (Box), High Growth Handbook presents crystal-clear guidance for navigating the most complex challenges that confront leaders and operators in high-growth startups.