Table of Contents
Preface
Introduction
Part 1: Overview Financial Services Industry & Its Environment
Module I: The Financial Services Industry: Today and the Future
Chapter 1: Financial Institutions as Social Value Creators & Financial Risk Takers
Module II: Financial Markets, Interest Rates, & Their Regulatory Environment
Chapter 2: Interest Rates: Theories & Duration as an Overall Risk Measure
Chapter 3: The New Regulatory Environment & the Regulatory Dialectic
Part 2: Performance & Risk Analysis for FIs & ESG Considerations
Module III: Risk & Financial Analysis of Financial Institutions
Chapter 4: Financial Performance & Risk Analysis
Chapter 5: Capital Management
Module IV: Environmental, Social, & Governance (ESG) for FIs
Chapter 6: Social and Environmental Risks and Sustainable Financial Institutions
Part 3: Managing FI Risks
Module V: Managing Interest Rate & Foreign Exchange Risks
Chapter 7: International Markets, Foreign FX Risks, & Hedging FX Risk
Chapter 8: Hedging Interest Rate Risk with Derivatives
Part 4: Asset & Liability Management
Module VI: Asset & Liability Management and Innovations
Chapter 9: Loan Analysis, Credit Risk Management & Loan Securitization
Chapter 10: Liquidity & Liability Management
Part 5: Overview Non-Depository FIs & New Forms of Financing
Module VII: Contractual Financial Institutions & Mutual Funds
Chapter 11: Insurance Companies: Overview, Operations, and Performance Analysis
Chapter 12: Mutual Fund and Pension Management
Module VIII: Securities Firms & Venture Capital & Crowd Funding
Chapter 13: Investment Banks & Securities Firms & Dark Pools & High Frequency Trading
Chapter 14: Shadow Banking, Finance Companies & Diversified Financial Firms, Venture Capital, Crowd Funding, & Microfinance
Appendix A: Overview Liquidity Analysis
Appendix B: Mini-Loan Analysis Cases
Appendix C: Mini Financial Institution Analysis Cases
Appendix D: Text Chapter Mapping: HBS Business School Publishing Cases
Glossary