Download or read book UCITS Handbook written by Christian Szylar and published by Wiley-ISTE. This book was released on 2012-07-31 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The goal of this Handbook on UCITS is to provide a one-stop source for investors and asset managers, service providers, students, researchers, and practitioners to learn the necessary knowledge and analytical skills they need when setting up, managing and monitoring a UCITS fund. This handbook intends to introduce systematically recent developments in different areas of UCITS through a multi-disciplinary approach. The coverage is broad and thorough with a balance of theory and applications. Each chapter covering a special aspect of UCITS is edited by leading experts and practitioners in the area and covers state-of-the-art methods and theory of the selected topic. The purpose of this UCITS handbook is to provide, in a clear format, a summary of the main aspects of each discipline that UCITS involves. Contents 1. Setting up a UCITS Fund, Jerome Wigny and Celine Wilmet. 2. UCITS Management Companies, Jerome Wigny and Celine Wilmet. 3. Risk Management in the Context of UCITS IV, Thierry López and Benjamin Gauthier. 4. Counterparty, Issuer and Concentration Risk Management for UCITS funds, Romain Berry. 5. UCITS – The Investment Limits, Andrew P. White. 6. UCITS Distribution, Mark Evans. 7. The UCITS Management Company and Delegation, Killian Buckley and Ciara O’Sullivan. 8. UCITS Taxation, Andre Pesch. 9. Alternative UCITS, Christian Szylar.
Download or read book A practical guide to UCITS funds and their risk management written by Charles Muller and published by Edipro. This book was released on 2013 with total page 146 pages. Available in PDF, EPUB and Kindle. Book excerpt: UCITS funds today represent a major share of European funds. The European directives started with UCITS I in the mid 1980s, and have been amended up to UCITS IV in 2009, to be followed soon by a UCITS V package. In its first part, this book is summarizing the evolution and features of these successive sets of European regulations. Among others, it covers the UCITS eligible assets, the key parties involved in UCITS funds operations, their reporting and information requirements, taxation and many other useful related subjects, to give a short but useful understanding of the UCITS world. Besides, the UCITS IV directive is entering into the risk management field, which is materialized by the issue of a key document entitled Risk Measurement and the Calculation of Global Exposure and Counterparty Risk for UCITS (the famous ref. 10-788 Guidelines of the Committee of the European Securities Regulators "CESR"). These Guidelines require some technical skills: the second part of this book reproduces the CESR's Guidelines, punctuated with comments and prerequisites of quantitative finance, to help for a better understanding of the content and significance of this UCITS IV objective.
Download or read book Practical Handbook on European Financial Passports written by Ronan Le Bouc and published by Bruylant. This book was released on 2019-10-15 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt: Since the creation of the European market, EU financial regulators have set up a unique model of different passports for financial products and services. The EU concept of the financial passport has been a real innovation in the realm of international finance. This advanced legal tool is becoming more and more important in the world fund industry. This book is the first to address this topic. It is a unique reference work that gives a holistic view of the development of the financial passport inside and outside the EU. As a concise handbook, it offers a clear idea of the concept and reviews all financial passports throughout the world. It also assists the reader in using the relevant passports by providing quick access to various legal references. In addition, it offers a historical overview of different financial passports and describes the evolution of the operational processing and its impact on the value chain. Moreover, this version contains a specific part dedicated to third countries, including paths that might be used after the Brexit. The book is intended for lawyers, students and those wishing to expand their knowledge. The author is a senior consultant to a major European banking group. As part of business management studies in Paris and New York, he developed a forwardlooking vision for financial passports and has notably supported South American financial regulatory authorities. He established, among others, a dedicated global passport service with a capacity of more than five hundred administrated financial vehicles. In line with regulatory developments, particularly in the EU, he is supporting founders of important funds who are interested in using passports to gain a competitive advantage and grow faster.
Download or read book The ETFs Handbook written by David Stevenson and published by Harriman House Limited. This book was released on 2019-02-25 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exchange Traded Funds have revolutionised investing. Thanks to ETFs, investors now have the world at their fingertips and can invest in everything, from commodities to countries to currencies. But are investors using these funds effectively? And where do ETFs go from here? This books starts with an overview of the current wonderful world of ETFs, including an analysis of how the industry is changing for both providers and investors. Then, in a series of essays, it covers recent key developments, including: smart beta ETFs, which are preaching the gospel of factor investing, fixed income ETFs, which are making bond markets available to everyone, environmental and social governance funds, which try to humanise investing, and robo-advisors, which use ETFs to automate portfolio construction. These developments are put into context, showing why ETF sponsors are changing the rules of the game and how the many and varied investors that use ETFs are taking to them. In the final section, the book offers a series of model ETF portfolios, showing how investors can use ETFs to build effective portfolios. The book concludes with the Top101 - a subjective selection of the top ETFs across all asset classes that investors should consider when building an ETF portfolio.
Download or read book The Islamic Finance Handbook written by REDmoney and published by John Wiley & Sons. This book was released on 2014-04-07 with total page 578 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to speed quickly on the world's fastest growing financial sector The Islamic Finance Handbook: A Practitioner's Guide to the Global Markets is the definitive report for the Islamic finance industry. Written by the industry's leading practitioners, the book provides a country-by-country breakdown of the current state of the Islamic market, including league tables by region and by country. Relevant case studies are used throughout to illustrate the practical aspect of the information presented. Organized for easy navigation, each chapter features sub-sections that allow instant comparison between countries in a specific area of interest. The Islamic finance industry is the world's fastest growing sector, valued at over U.S. $1.3 trillion by the UK Islamic Finance secretariat, with an annual growth of 24% for the past five years. To compete globally, practitioners need a true understanding of key markets within the industry. The Islamic Finance Handbook paints a clear picture of where each country stands in its development and role within the market, and provides a straightforward comparison between markets. Features include: Current macroeconomic and microeconomic conditions Regulatory and political situations Recent transactions, key participants, and the investor climate Real-world cases, as opposed to speculative scenarios The book places a clear focus on current conditions versus past performance, and on practical applications versus theoretical speculation. Each chapter is authored by a leading practitioner from within each country, allowing a true glimpse inside the day-to-day workings of the Islamic markets. For finance professionals who need to get up to speed on this rapidly growing sector, The Islamic Finance Handbook: A Practitioner's Guide to the Global Markets is a clear, comprehensive guide.
Download or read book Irish Company Secretary s Handbook written by Jacqueline McGowan-Smyth and published by Bloomsbury Publishing. This book was released on 2019-09-26 with total page 1956 pages. Available in PDF, EPUB and Kindle. Book excerpt: Irish Company Secretary's Handbook examines the company secretarial requirements contained in the Companies Acts and relevant EU regulations. The book includes useful chapters on all areas of company secretarial practice, including annual returns, directors' and auditors' responsibilities as well as statutory disclosure requirements. It gives a clear explanation of the many day-to-day functions of a company secretary along with a large number of up-to-date precedents, practical checklists, step-by-step instructions and best practice guidelines. This practical title covers the wide range of developments that have recently affected company secretarial practice and procedure, most notably Companies Act 2014, the changes to the Criminal Justice legislation, and the introduction of GDPR. For ease of use a downloadable version of all precedents that appear in the book is provided. This is a 'must have' book for company secretaries and assistant company secretaries in company formation businesses, law firms and accountancy practices as well as for law students. Solicitors in private practice, in-house solicitors and accountants will also find this a useful resource.
Download or read book FSA Handbook Prudential Sourcebook for UCITS Firms written by Financial Services Authority Staff and published by . This book was released on 2007-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The hardcopy of the FSA's Handbook consists of 23 volumes, available as a complete set or as modules, It contains all the standards imposed by the FSA. It is updated frequently, usually monthly, and this ensures that you have the latest information to hand.
Download or read book Research Handbook on Hedge Funds Private Equity and Alternative Investments written by Phoebus Athanassiou and published by Edward Elgar Publishing. This book was released on 2012-01-01 with total page 521 pages. Available in PDF, EPUB and Kindle. Book excerpt: This unique and detailed Handbook provides a comprehensive source of analysis and research on alternative investment funds in the EU, the US and other leading jurisdictions. Expert contributors offer an unparalleled perspective on the contemporary alternative funds industry, the main areas of regulatory policy concern surrounding its activities, and the role that alternative funds have played in recent financial crises, as well as an account of the rules governing their operation in selected jurisdictions. Providing insight and analysis of the contemporary investment funds industry at a time of crisis and transition, the Research Handbook on Hedge Funds, Private Equity and Alternative Investments will be a valuable tool for scholars, practitioners and policymakers alike.
Download or read book Risk Management Under UCITS IV written by Christian Szylar and published by Wiley-ISTE. This book was released on 2016-07-12 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This Handbook on UCITS provides a one-stop source for investors whether being institutional or retail, professionals in the fund or banking industry, service providers, students, researchers, and practitioners to learn the necessary knowledge and analytical skills they need when setting, managing and monitoring a UCITS fund. It systematically introduces recent developments in different areas of UCITS through a multi-disciplinary approach.
Download or read book Handbook of Market Risk written by Christian Szylar and published by John Wiley & Sons. This book was released on 2013-10-16 with total page 432 pages. Available in PDF, EPUB and Kindle. Book excerpt: A ONE-STOP GUIDE FOR THE THEORIES, APPLICATIONS, AND STATISTICAL METHODOLOGIES OF MARKET RISK Understanding and investigating the impacts of market risk on the financial landscape is crucial in preventing crises. Written by a hedge fund specialist, the Handbook of Market Risk is the comprehensive guide to the subject of market risk. Featuring a format that is accessible and convenient, the handbook employs numerous examples to underscore the application of the material in a real-world setting. The book starts by introducing the various methods to measure market risk while continuing to emphasize stress testing, liquidity, and interest rate implications. Covering topics intrinsic to understanding and applying market risk, the handbook features: An introduction to financial markets The historical perspective from market events and diverse mathematics to the value-at-risk Return and volatility estimates Diversification, portfolio risk, and efficient frontier The Capital Asset Pricing Model and the Arbitrage Pricing Theory The use of a fundamental multi-factors model Financial derivatives instruments Fixed income and interest rate risk Liquidity risk Alternative investments Stress testing and back testing Banks and Basel II/III The Handbook of Market Risk is a must-have resource for financial engineers, quantitative analysts, regulators, risk managers in investments banks, and large-scale consultancy groups advising banks on internal systems. The handbook is also an excellent text for academics teaching postgraduate courses on financial methodology.
Download or read book United Kingdom written by International Monetary Fund. Monetary and Capital Markets Department and published by International Monetary Fund. This book was released on 2016-06-16 with total page 57 pages. Available in PDF, EPUB and Kindle. Book excerpt: This paper reviews the effectiveness of the regulation, supervision, and systemic risk monitoring of investment funds and their managers. The United Kingdom has the largest fund management market in Europe and a key role as the host for some of the most important European equity trading platforms. A significant proportion of the regulatory framework in this area, in particular that related to conduct of business and disclosure requirements, has been harmonized at the EU level and is largely in line with the relevant international standards. The Financial Conduct Authority has the primary responsibility for the regulation and supervision of fund management and equity trading platforms.
Download or read book Research Handbook on the Regulation of Mutual Funds written by William A. Birdthistle and published by Edward Elgar Publishing. This book was released on 2018-10-26 with total page 477 pages. Available in PDF, EPUB and Kindle. Book excerpt: With fifty trillion in worldwide assets, the growth of mutual funds is a truly global phenomenon and deserves a broad international analysis. Local political economies and legal regimes create different regulatory preferences for the oversight of these funds, and academics, public officials and legal practitioners wishing to understand the global investing environment will require a keen awareness of these international differences. The contributors, leading scholars in the field of investment law from around the world, provide a current legal analysis of funds from a variety of perspectives and using an array of methodologies that consider the large fundamental questions governing the role and regulation of investment funds. This volume also explores the identity and behavior of investors as well as issues surrounding less orthodox funds, such as money market funds, ETFs, and private funds. This Handbook will provide legal and financial scholars, academics, lawyers and regulators with a vital tool for working with mutual funds. Contributors include: W.A. Birdthistle, M. Bullard, I.H-Y Chiu, B. Clarke, Q. Curtis, D.A. DeMott, J. Fanto, J.E. Fisch, P. Hanrahan, L.P.Q. Johnson, W.A. Kaal, A.K. Krug, A.B. Laby, J.D. Morley, A. Palmiter, I. Ramsay, E.D. Roiter, M. White, D.A. Zetzsche
Download or read book Creative Rationality and Innovation written by Joelle Forest and published by John Wiley & Sons. This book was released on 2018-01-03 with total page 194 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book urges us to be creative in our way of thinking about innovation. Adopting an artificial perspective, the author emphasizes creative rationality: a form of thought that encourages knowledge crossing and invites an adventurous transgression. The question of how such a form of thought might be developed is addressed through a detailed examination of the educational system. The book frees itself from many of the myths that surround innovation, including the predominance of what the author calls the linear and hierarchical model.
Download or read book World Industrialization written by Michel Vigezzi and published by John Wiley & Sons. This book was released on 2020-01-02 with total page 200 pages. Available in PDF, EPUB and Kindle. Book excerpt: Based on the paradigms of economics and management, inspired by the history of technology and the sociology of technological change, the concepts of shared inventions and competitive innovations make it possible to analyze the industrialization of the world in a fresh and efficient way. As a new approach, shared inventions are classified in this book as a set of existing knowledge thats often associated with the rediscovery of old techniques. Determining capitalized and collective intelligence, this knowledge and reinvention allows us to create inventions which will be shared, first in their construction, then in their use. Another new approach is that these competitive innovations are defined in World Industrialization by associations of experiences of competitively-motivated actors – actors seeking to complement existing techniques by increasing their competitive power. These shared inventions and competitive innovations will also be defined by trajectories identifying their modes of creation, enabling us to overcome the peculiarities of these actions and competitions. This book also highlights four key areas in global industrialization: the emergence of machinism with the defense of Arts and Crafts from 1698–1760; the changes the Industrial Revolution wrought in developed nations from 1760–1850; the link between technology and social relations within modern companies from 1850–1914; and, from 1914 onwards, the birth of extended machinism, its world wars and its global crises.
Download or read book The Multiple Facets of Innovation Project Management written by Sandrine Fernez-Walch and published by John Wiley & Sons. This book was released on 2017-11-30 with total page 133 pages. Available in PDF, EPUB and Kindle. Book excerpt: For firms and other organizations, innovation has become a means of anticipating and managing major changes in their external context and overcoming societal challenges such as sustainable development. As a result, they must innovate repeatedly and continuously. This book explores the multiple facets of innovation project management, defined as the set of activities implemented to bring into being and successfully complete one or several innovation projects. It combines research experience, in cooperation with practitioners, and a theoretical, transversal and global overview inspired from different research streams. The author develops methodologies and frameworks that might be put into practice, provides a case study of research conducted with an air systems manufacturing firm, and outlines avenues for further reflection on innovation project management practice improvement.
Download or read book Team Coordination in Extreme Environments written by Cécile Godé and published by John Wiley & Sons. This book was released on 2015-12-15 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: The development and coordination of managerial devices to help businesses cope with the numerous challenges they face have been the subject of many empirical analyses in recent years. This books draws from these studies to answer the question of how to coordinate a team in extreme environments. Embracing a practice-based perspective, it identifies work practices and technological uses that improve coordination within teams. Organizations need to know how to support the coordination of teams that evolve in highly changing, uncertain and risky contexts. Beyond reviewing current literature on the analysis of coordination in the field, the author draws on military case studies and illustrations to offer readers practical ways to implement devices that facilitate coordination within teams.
Download or read book Organizational Creative Capabilities written by Guy Parmentier and published by John Wiley & Sons. This book was released on 2024-09-04 with total page 187 pages. Available in PDF, EPUB and Kindle. Book excerpt: Creativity, whether individual or collective, is often approached without taking into account organizational processes, routines and management systems. However, in today’s constantly changing world, developing creativity at all levels of an organization is the key to developing a continuous flow of innovation and solving complex problems in order to achieve set goals. Organizational Creative Capabilities presents a comprehensive approach to creativity, with a view towards building a genuine organizational capability with the potential to deliver strategic advantages. The book provides an understanding of organizational creative capabilities through methods of openness, slack, socialization, agility, equipment and idea management. It provides keys and examples for developing recurrent, value-creating creativity, and also addresses the question of measuring the performance of creative capabilities.
