The document provides an analysis of the North American banking market in 2015. It identifies the following key areas of focus for banks: balance sheet efficiency, mergers and acquisitions, growth, payments transformation, compliance and risk management, data management and analytics, and cyber security. Banks need to improve profitability while dealing with new regulations and increased competition from non-traditional players.
201401 Banking Industry Outlook: Repositioning for GrowthFrancisco Calzado
The document provides an outlook on the 2014 banking industry. It discusses how banks will need to focus on repositioning for growth in a challenging regulatory environment. Key points include:
- Banks will need to improve agility to take advantage of ongoing uncertainty and pivot toward growth while strengthening infrastructure and supporting growth.
- Competition and consolidation in the industry will intensify as large banks specialize in core businesses and geographies with the highest returns, while smaller banks face challenges from high compliance costs.
- Banks will seek to differentiate the customer experience, leverage data for improved reporting and capital efficiency, and build organizational agility to adapt to changing market conditions.
How to Invest in AI - Top 10 Artificial Intelligence StocksNgoc Truong
Macrovue‘s Webinar: How To Investing in Artificial Intelligence - Top 10 AI Stock Picks
Macrovue, the world's first global thematic investment platform giving Australians the ability to invest in international thematic share portfolios.
In this presentation, you will explore:
• The impact AI will have on the global economy
• The companies at the forefront of AI technology
• Why now is a good time to invest in AI technology
• An overview of some of the AI stocks in the portfolio
• Our stock selection criteria and research methodology.
The Macrovue Investment team has researched and constructed a portfolio focused on the five main AI technology systems in practice now.
These 10 companies are the early AI adopters that combine a strong digital capability with proactive strategies that have higher profit margins and are likely to widen the performance gap with other firms in the future.
Investor Relations As The New Focus In Creating Long Term Corporate Value - A...Kenny Ong
Investor Relations as the new focus in creating long term corporate value
*Assess the importance of Investor Relations functions
*Factors prohibiting growth or development in this area
*Differentiating Investor Relations with other communication initiatives in maximizing its value
- The company reported revenue of $11.6 million for Q3 2015, up 70% year-over-year, driven by growth in loan interest income which increased 418% year-over-year. Gross loan receivables increased 192% year-over-year to $53.9 million as long-term loans continue to drive receivable growth.
- The company has a compelling customer lifetime value, with a 4.8x return on investment after 6 quarters and $5.5 million in total contribution from customers acquired in Q2 2014 for a $1.1 million investment.
- The strong capital position of $39.9 million in cash and cash equivalents allows the company to continue
Mercer Capital's Asset Management Industry Newsletter | Q2 2018 | Focus: Weal...Mercer Capital
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Building the investment bank of the future_PRINT READY_High ResolutionKarl Meekings
Investment banks need to fundamentally reshape their business models to succeed in the future. They must restructure their legal entities, optimize costs, innovate, and focus on a clear strategic vision. This will involve reshaping operations around a new holding company structure, divesting non-core businesses, and defining their goals as a global boutique, regional specialist, or universal bank. Successfully implementing these changes despite regulatory challenges will determine which banks lead in the future.
Current Accounting and Reporting Developments Webcast Series Q4PwC
This document provides a summary of a webcast on current accounting and reporting developments from the fourth quarter of 2015. It covered topics like non-GAAP measures, segments, risk disclosures, equity method investments, debt modifications, and standards effective in 2016. The webcast was intended to provide 1.5 hours of CPE credit and included polls to verify attendance. It was presented by several partners from PwC and was meant to highlight issues discussed at a recent AICPA conference on SEC and PCAOB developments.
201401 Banking Industry Outlook: Repositioning for GrowthFrancisco Calzado
The document provides an outlook on the 2014 banking industry. It discusses how banks will need to focus on repositioning for growth in a challenging regulatory environment. Key points include:
- Banks will need to improve agility to take advantage of ongoing uncertainty and pivot toward growth while strengthening infrastructure and supporting growth.
- Competition and consolidation in the industry will intensify as large banks specialize in core businesses and geographies with the highest returns, while smaller banks face challenges from high compliance costs.
- Banks will seek to differentiate the customer experience, leverage data for improved reporting and capital efficiency, and build organizational agility to adapt to changing market conditions.
How to Invest in AI - Top 10 Artificial Intelligence StocksNgoc Truong
Macrovue‘s Webinar: How To Investing in Artificial Intelligence - Top 10 AI Stock Picks
Macrovue, the world's first global thematic investment platform giving Australians the ability to invest in international thematic share portfolios.
In this presentation, you will explore:
• The impact AI will have on the global economy
• The companies at the forefront of AI technology
• Why now is a good time to invest in AI technology
• An overview of some of the AI stocks in the portfolio
• Our stock selection criteria and research methodology.
The Macrovue Investment team has researched and constructed a portfolio focused on the five main AI technology systems in practice now.
These 10 companies are the early AI adopters that combine a strong digital capability with proactive strategies that have higher profit margins and are likely to widen the performance gap with other firms in the future.
Investor Relations As The New Focus In Creating Long Term Corporate Value - A...Kenny Ong
Investor Relations as the new focus in creating long term corporate value
*Assess the importance of Investor Relations functions
*Factors prohibiting growth or development in this area
*Differentiating Investor Relations with other communication initiatives in maximizing its value
- The company reported revenue of $11.6 million for Q3 2015, up 70% year-over-year, driven by growth in loan interest income which increased 418% year-over-year. Gross loan receivables increased 192% year-over-year to $53.9 million as long-term loans continue to drive receivable growth.
- The company has a compelling customer lifetime value, with a 4.8x return on investment after 6 quarters and $5.5 million in total contribution from customers acquired in Q2 2014 for a $1.1 million investment.
- The strong capital position of $39.9 million in cash and cash equivalents allows the company to continue
Mercer Capital's Asset Management Industry Newsletter | Q2 2018 | Focus: Weal...Mercer Capital
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Building the investment bank of the future_PRINT READY_High ResolutionKarl Meekings
Investment banks need to fundamentally reshape their business models to succeed in the future. They must restructure their legal entities, optimize costs, innovate, and focus on a clear strategic vision. This will involve reshaping operations around a new holding company structure, divesting non-core businesses, and defining their goals as a global boutique, regional specialist, or universal bank. Successfully implementing these changes despite regulatory challenges will determine which banks lead in the future.
Current Accounting and Reporting Developments Webcast Series Q4PwC
This document provides a summary of a webcast on current accounting and reporting developments from the fourth quarter of 2015. It covered topics like non-GAAP measures, segments, risk disclosures, equity method investments, debt modifications, and standards effective in 2016. The webcast was intended to provide 1.5 hours of CPE credit and included polls to verify attendance. It was presented by several partners from PwC and was meant to highlight issues discussed at a recent AICPA conference on SEC and PCAOB developments.
Mercer Capital's Investment Management Industry Newsletter | Q2 2021 | Focus:...Mercer Capital
The document discusses investment manager performance in the second quarter of 2021. Alternative asset managers significantly outperformed other sectors, rising 26% compared to 15% for traditional asset/wealth managers and 6% for aggregators. The segment focus looks more closely at alternative asset managers, which have benefited from rising allocations to alternative investments and the attractiveness of illiquid assets. The document also addresses ongoing strong M&A activity in the investment management space, driven by favorable market conditions and potential tax code changes.
Capital Markets Survey: Growth Capital EditionKenneth Cowan
The survey summarizes the responses from 27 leading growth capital providers representing over $50B in invested capital. Key insights include an increased supply of deployable capital compared to 2013 and rising deal multiples/leverage due to high demand. Most management teams need improvement in strategic planning, accounting/finance, and sales/marketing. Respondents were neutral on the economy but saw increased regulation as the biggest threat to middle-market businesses. Proper planning and preparation were emphasized as critical for a successful transaction.
Mercer Capital's Investment Management Industry Newsletter | Q1 2021 | Focus:...Mercer Capital
Mercer Capital’s Investment Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
In 2013, the ban on general solicitation of accredited investors was lifted, causing the largest change to securities laws in decades. While everyone from startups to hedge funds will enjoy new liberties in investor marketing and outreach campaigns, it’s critical that the new rules are followed to a T, eliminating the chance for exemption rescission.
Investor Relations and Shareholder Communication : Linking internal aspiratio...Sanjay Uppal
This document discusses best practices for investor relations and shareholder communication. It emphasizes the importance of board and management commitment to investor relations. An effective investor relations department requires specialization with IR executives, analysts, and administrative support. The role of the IR team is to achieve fair valuation of the company's stock by understanding investors and communicating the company's equity story. Statutory disclosures are a minimum, and honesty and openness are important to maintain investor confidence. Managing expectations and reducing gaps between intrinsic and market value also helps investor relations.
Mercer Capital's Asset Management Industry Newsletter | Q1 2015 | Focus: Mutu...Mercer Capital
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Unlocking the data possibilities of Big Data presentation shared at the Big Data / Internet of Things Conference Board Conference June 25-26, 2015
http://www.pwc.com/us/en/analytics/big-data.jhtml
This document summarizes the results of a survey of 80 corporate treasurers and senior financial managers about priorities and techniques for managing working capital. The key findings were:
1) The top three priorities over the next year were more effective cash management, releasing working capital, and improving risk management.
2) 60% of respondents saw potential for releasing trapped working capital in their industries in the next five years.
3) Close to 80% said their industries needed alternative financing as bank credit tightened.
4) Over 85% saw potential to release liquidity from accounts receivable.
5) Supply chain finance was becoming increasingly popular, with 40% of respondents already offering it to suppliers.
The survey received 740 responses from diverse companies to gauge liquidity strategies and challenges. Key findings show that 36% of respondents increased cash balances in the past year primarily due to higher operating cash flows. Safety remains the top priority for short-term investments, with 52% of cash held in bank deposits. Regulatory uncertainty around money market funds continues to impact investment decisions.
When it comes to scrutinizing costs, most insurance companies can say “Been there, done that. Got the t-shirt.” Managers are familiar with the refrain from above to trim here and cut there. The typical result is flirtation with the latest management trends like lean, outsourcing and offshoring, and others. However, the results tend to be the same. Budgets reflect last year’s spend plus or minus a couple of percent in the same places.
The document contains forward-looking statements about the company's operations and financial performance. It discusses the company's global footprint with offices in 19 locations worldwide. The company focuses on M&A, restructuring, capital markets advisory and private funds advisory. It has 111 managing directors with over 20 years of experience on average. The company has experienced record growth in recent years and has opportunities for continued growth while maintaining a healthy balance sheet with no debt.
Understand the Value of Your InsurTech CompanyMercer Capital
Valuing an InsurTech company can be complicated and difficult, but carries important significance for employees, investors, and stakeholders for the company. While all InsurTech companies have differences, including what niche (distribution, claims, benefits, etc.) they operate in or what stage of development the company is in, understanding the value of the business is critically important.
08.06.14 Assessing DC Recordkeeper LeadersTom Modestino
- Fidelity remains the largest DC recordkeeper by assets, increasing its market share to 22.8% in 2013. The top 10 recordkeepers now control 64.7% of the market.
- Fast growing recordkeepers focused on small plans, with firms like Alliance Benefit Group and Newport Group seeing over 30% asset growth. Vanguard also grew plans served by 32%.
- Recordkeeper leaders vary by plan size, with Paychex dominating micro plans, Fidelity in small/mid, and Fidelity/Aon Hewitt/Vanguard in large/mega plans. Consultants and advisors play a larger role in mid-sized plans.
Best in Class Finance Transformation - Best Practices for the Finance FunctionProformative, Inc.
The evolution of the CFO role from controlling and reporting to strategy and support for the exec team now includes responsibility to deliver value for key stakeholders, such as investors. Top finance organizations are capable in multiple components of enterprise performance management (EPM), including strategic planning, execution, cost visibility, driver behavior, forecasting, planning, predictive analytics, ERM, and process productivity improverment (lean and Six Sigma). This workshop covers effective EPM frameworks, optimal organizational structure, talent management, leveraging technology to improve processes, and best practices for process change.
Speaker:
Birgit Starmanns, Senior Director, Solution Marketing, SAP
Presentation delivered at CFO Dimensions 2013
Workshop
2014 Life Insurance and Annuity Industry Outlook Transforming for growthDeloitte United States
It’s 2014. Is it the best of times? Is it the worst of times? Or is it both for the financial services industry?
For a view into where and how growth will emerge or solidify in 2014, the Deloitte Center for Financial Services sought insight and first-hand experience from nearly 200 of Deloitte’s financial services practitioners.
Their views yielded insight into how banks and the capital markets are repositioning for growth. How the commercial real estate market is trimming its sails for growth. How the insurance industry is transforming for growth. And, how investment management is faring on its quest for accelerated growth.
http://www.deloitte.com/view/en_US/us/Industries/Private-Equity-Hedge-Funds-Mutual-Funds-Financial-Services/center-for-financial-services/cdfdf026b94fa310VgnVCM2000003356f70aRCRD.htm
The future of treasury is NOW. Corporate treasuries are to act as strategic advisors, participating in C-level decision making and leveraging digital technologies. Digital technologies will not only cut costs in treasury but significantly increase the productivity of the workforce. This session will introduce the emerging trends for innovative treasury as well as case studies in analytics, RPA, AI and more.
The document is a pitch deck for a new venture capital fund called E62 Ventures started by graduates from MIT Sloan class of 2020. The fund aims to invest in seed and pre-seed deals globally by pooling capital from Sloan alumni and leveraging their networks to source deals. Members are invited to join the fund to gain exposure to venture capital investing, build their network, and potentially invest in startups founded by successful classmates.
This document discusses ways that hedge fund managers align their interests with investors through various fee structures and incentives. It finds that high water marks and hurdle rates above 3% are commonly used. Managers also provide transparency, have personal investments in funds, and offer tiered fee structures where fees reduce as assets grow. The goal is a collaborative relationship where both managers and investors benefit from knowledge sharing, customized solutions, and long-term investing. There is no one-size-fits-all approach, and different methods should be tailored to individual situations to incentivize mutually beneficial behavior.
International Capital Standard (ICS) Background PwC
PwC US risk & capital management leader Henry Essert and PwC global insurance regulatory director Ed Barron
recently sat down to discuss the proposed International Capital Standards (ICS) for insurers. They addressed at
length what the ICS is and what it could mean to insurers. The following pages contain their thoughts on the
standard, as well as some background information on capital management and related issues in the
insurance industry.
The forbes m+a group 2021 ma market outlook v finalSara Cody
This document provides an overview and agenda for a webinar on the 2021 M&A market outlook. It introduces the panelists who will discuss the transaction environment over the coming year. The document then reviews the 2020 M&A market, noting elevated pre-Covid valuations and a strong start to the year before the pandemic caused deals to be suspended. Government support and stabilizing capital markets helped drive a rebound in the second half of the year. The outlook section notes factors like available capital and leverage could support deal activity in 2021, while sectors impacted by Covid may see lower valuations and deal disruption remains in some areas. Public market valuations imply opportunity for sellers to monetize assets in the year ahead if
Financial Markets Solutions: Addressing Challenges within the Evolving Market...IBM Banking
IBM financial markets front office solutions can help financial firms accelerate their ability to meet the challenges of automation, visibility, flexibility and scalability from both a business and technical perspective.
This webinar gives a brief introduction to Algorithmic Trading followed by the changing skill sets that are required in the new age trading business by mapping the required skill sets. This is followed by Industry trends in Algorithmic and Quantitative Trading. It also gives a detailed view of how Quantinsti's Algorithmic and Quantitative Trading programme: Executive Programme in Algorithmic Trading can assist the participants aspiring to enter the domain of Algorithmic and Quantitative Trading.
Mercer Capital's Investment Management Industry Newsletter | Q2 2021 | Focus:...Mercer Capital
The document discusses investment manager performance in the second quarter of 2021. Alternative asset managers significantly outperformed other sectors, rising 26% compared to 15% for traditional asset/wealth managers and 6% for aggregators. The segment focus looks more closely at alternative asset managers, which have benefited from rising allocations to alternative investments and the attractiveness of illiquid assets. The document also addresses ongoing strong M&A activity in the investment management space, driven by favorable market conditions and potential tax code changes.
Capital Markets Survey: Growth Capital EditionKenneth Cowan
The survey summarizes the responses from 27 leading growth capital providers representing over $50B in invested capital. Key insights include an increased supply of deployable capital compared to 2013 and rising deal multiples/leverage due to high demand. Most management teams need improvement in strategic planning, accounting/finance, and sales/marketing. Respondents were neutral on the economy but saw increased regulation as the biggest threat to middle-market businesses. Proper planning and preparation were emphasized as critical for a successful transaction.
Mercer Capital's Investment Management Industry Newsletter | Q1 2021 | Focus:...Mercer Capital
Mercer Capital’s Investment Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
In 2013, the ban on general solicitation of accredited investors was lifted, causing the largest change to securities laws in decades. While everyone from startups to hedge funds will enjoy new liberties in investor marketing and outreach campaigns, it’s critical that the new rules are followed to a T, eliminating the chance for exemption rescission.
Investor Relations and Shareholder Communication : Linking internal aspiratio...Sanjay Uppal
This document discusses best practices for investor relations and shareholder communication. It emphasizes the importance of board and management commitment to investor relations. An effective investor relations department requires specialization with IR executives, analysts, and administrative support. The role of the IR team is to achieve fair valuation of the company's stock by understanding investors and communicating the company's equity story. Statutory disclosures are a minimum, and honesty and openness are important to maintain investor confidence. Managing expectations and reducing gaps between intrinsic and market value also helps investor relations.
Mercer Capital's Asset Management Industry Newsletter | Q1 2015 | Focus: Mutu...Mercer Capital
Mercer Capital’s Asset Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Unlocking the data possibilities of Big Data presentation shared at the Big Data / Internet of Things Conference Board Conference June 25-26, 2015
http://www.pwc.com/us/en/analytics/big-data.jhtml
This document summarizes the results of a survey of 80 corporate treasurers and senior financial managers about priorities and techniques for managing working capital. The key findings were:
1) The top three priorities over the next year were more effective cash management, releasing working capital, and improving risk management.
2) 60% of respondents saw potential for releasing trapped working capital in their industries in the next five years.
3) Close to 80% said their industries needed alternative financing as bank credit tightened.
4) Over 85% saw potential to release liquidity from accounts receivable.
5) Supply chain finance was becoming increasingly popular, with 40% of respondents already offering it to suppliers.
The survey received 740 responses from diverse companies to gauge liquidity strategies and challenges. Key findings show that 36% of respondents increased cash balances in the past year primarily due to higher operating cash flows. Safety remains the top priority for short-term investments, with 52% of cash held in bank deposits. Regulatory uncertainty around money market funds continues to impact investment decisions.
When it comes to scrutinizing costs, most insurance companies can say “Been there, done that. Got the t-shirt.” Managers are familiar with the refrain from above to trim here and cut there. The typical result is flirtation with the latest management trends like lean, outsourcing and offshoring, and others. However, the results tend to be the same. Budgets reflect last year’s spend plus or minus a couple of percent in the same places.
The document contains forward-looking statements about the company's operations and financial performance. It discusses the company's global footprint with offices in 19 locations worldwide. The company focuses on M&A, restructuring, capital markets advisory and private funds advisory. It has 111 managing directors with over 20 years of experience on average. The company has experienced record growth in recent years and has opportunities for continued growth while maintaining a healthy balance sheet with no debt.
Understand the Value of Your InsurTech CompanyMercer Capital
Valuing an InsurTech company can be complicated and difficult, but carries important significance for employees, investors, and stakeholders for the company. While all InsurTech companies have differences, including what niche (distribution, claims, benefits, etc.) they operate in or what stage of development the company is in, understanding the value of the business is critically important.
08.06.14 Assessing DC Recordkeeper LeadersTom Modestino
- Fidelity remains the largest DC recordkeeper by assets, increasing its market share to 22.8% in 2013. The top 10 recordkeepers now control 64.7% of the market.
- Fast growing recordkeepers focused on small plans, with firms like Alliance Benefit Group and Newport Group seeing over 30% asset growth. Vanguard also grew plans served by 32%.
- Recordkeeper leaders vary by plan size, with Paychex dominating micro plans, Fidelity in small/mid, and Fidelity/Aon Hewitt/Vanguard in large/mega plans. Consultants and advisors play a larger role in mid-sized plans.
Best in Class Finance Transformation - Best Practices for the Finance FunctionProformative, Inc.
The evolution of the CFO role from controlling and reporting to strategy and support for the exec team now includes responsibility to deliver value for key stakeholders, such as investors. Top finance organizations are capable in multiple components of enterprise performance management (EPM), including strategic planning, execution, cost visibility, driver behavior, forecasting, planning, predictive analytics, ERM, and process productivity improverment (lean and Six Sigma). This workshop covers effective EPM frameworks, optimal organizational structure, talent management, leveraging technology to improve processes, and best practices for process change.
Speaker:
Birgit Starmanns, Senior Director, Solution Marketing, SAP
Presentation delivered at CFO Dimensions 2013
Workshop
2014 Life Insurance and Annuity Industry Outlook Transforming for growthDeloitte United States
It’s 2014. Is it the best of times? Is it the worst of times? Or is it both for the financial services industry?
For a view into where and how growth will emerge or solidify in 2014, the Deloitte Center for Financial Services sought insight and first-hand experience from nearly 200 of Deloitte’s financial services practitioners.
Their views yielded insight into how banks and the capital markets are repositioning for growth. How the commercial real estate market is trimming its sails for growth. How the insurance industry is transforming for growth. And, how investment management is faring on its quest for accelerated growth.
http://www.deloitte.com/view/en_US/us/Industries/Private-Equity-Hedge-Funds-Mutual-Funds-Financial-Services/center-for-financial-services/cdfdf026b94fa310VgnVCM2000003356f70aRCRD.htm
The future of treasury is NOW. Corporate treasuries are to act as strategic advisors, participating in C-level decision making and leveraging digital technologies. Digital technologies will not only cut costs in treasury but significantly increase the productivity of the workforce. This session will introduce the emerging trends for innovative treasury as well as case studies in analytics, RPA, AI and more.
The document is a pitch deck for a new venture capital fund called E62 Ventures started by graduates from MIT Sloan class of 2020. The fund aims to invest in seed and pre-seed deals globally by pooling capital from Sloan alumni and leveraging their networks to source deals. Members are invited to join the fund to gain exposure to venture capital investing, build their network, and potentially invest in startups founded by successful classmates.
This document discusses ways that hedge fund managers align their interests with investors through various fee structures and incentives. It finds that high water marks and hurdle rates above 3% are commonly used. Managers also provide transparency, have personal investments in funds, and offer tiered fee structures where fees reduce as assets grow. The goal is a collaborative relationship where both managers and investors benefit from knowledge sharing, customized solutions, and long-term investing. There is no one-size-fits-all approach, and different methods should be tailored to individual situations to incentivize mutually beneficial behavior.
International Capital Standard (ICS) Background PwC
PwC US risk & capital management leader Henry Essert and PwC global insurance regulatory director Ed Barron
recently sat down to discuss the proposed International Capital Standards (ICS) for insurers. They addressed at
length what the ICS is and what it could mean to insurers. The following pages contain their thoughts on the
standard, as well as some background information on capital management and related issues in the
insurance industry.
The forbes m+a group 2021 ma market outlook v finalSara Cody
This document provides an overview and agenda for a webinar on the 2021 M&A market outlook. It introduces the panelists who will discuss the transaction environment over the coming year. The document then reviews the 2020 M&A market, noting elevated pre-Covid valuations and a strong start to the year before the pandemic caused deals to be suspended. Government support and stabilizing capital markets helped drive a rebound in the second half of the year. The outlook section notes factors like available capital and leverage could support deal activity in 2021, while sectors impacted by Covid may see lower valuations and deal disruption remains in some areas. Public market valuations imply opportunity for sellers to monetize assets in the year ahead if
Financial Markets Solutions: Addressing Challenges within the Evolving Market...IBM Banking
IBM financial markets front office solutions can help financial firms accelerate their ability to meet the challenges of automation, visibility, flexibility and scalability from both a business and technical perspective.
This webinar gives a brief introduction to Algorithmic Trading followed by the changing skill sets that are required in the new age trading business by mapping the required skill sets. This is followed by Industry trends in Algorithmic and Quantitative Trading. It also gives a detailed view of how Quantinsti's Algorithmic and Quantitative Trading programme: Executive Programme in Algorithmic Trading can assist the participants aspiring to enter the domain of Algorithmic and Quantitative Trading.
1. Information technology has positively impacted the financial sector by reducing operational costs for banks and facilitating transactions between customers.
2. Several IT systems have been implemented in India's banking and financial sectors, including online banking platforms, centralized databases, and structured messaging systems to improve efficiency.
3. The stock market has also benefited from increased transparency, automation of settlements and payments, and online access which has expanded the investor base.
This document discusses how organizations can optimize their business through the use of information and analytics. It describes how the world is becoming more instrumented, interconnected and intelligent, creating both opportunities and challenges for organizations regarding data volume, variety and velocity. The document advocates that organizations can gain insights, make better decisions and outperform competitors by leveraging analytics at the point of impact across their business. It also outlines IBM's capabilities and solutions for business optimization, including industry-specific approaches, predictive analytics, information governance and workload-optimized systems and services.
Big Data: Introducing BigInsights, IBM's Hadoop- and Spark-based analytical p...Cynthia Saracco
This document provides an overview of IBM's BigInsights product for analyzing big data. It discusses how BigInsights uses the open source Apache Hadoop and Spark platforms as its core with additional IBM technologies and features added on. BigInsights allows users to analyze both structured and unstructured data at large volumes and in real-time. It also integrates with other IBM analytics and data management products to provide a full big data analytics solution.
The document provides an overview of IBM's big data and analytics capabilities. It discusses what big data is, the characteristics of big data including volume, velocity, variety and veracity. It then covers IBM's big data platform which includes products like InfoSphere Data Explorer, InfoSphere BigInsights, IBM PureData Systems and InfoSphere Streams. Example use cases of big data are also presented.
The document provides an overview of trends in the investment management industry in the first quarter of 2015 based on conversations with clients and candidates. Some of the key topics discussed include the impact of new regulations like AIFMD, positive bonuses and compensation, concerns around external market influences, growth in new product offerings and digital/data strategies. In operations, demand is high for candidates with broad experience, while technology and data management are focused on regulatory reporting, data governance, and implementing integrated reference data platforms. The year overall remains optimistic but cautious.
Mercer Capital's Bank Watch | October 2020 | Low Rates and Tighter NIMs Spur ...Mercer Capital
Brought to you by the Financial Institutions Team of Mercer Capital, this monthly newsletter is focused on bank activity in five U.S. regions. Bank Watch highlights various banking metrics, including public market indicators, M&A market indicators, and key indices of the top financial institutions, providing insight into financial institution valuation issues.
Using Analytics to Grow the Small Business PortfolioSaggezza
This document discusses how data analytics can help financial institutions grow their small business portfolios. It begins by outlining how data analytics can provide a competitive advantage. It then discusses how large banks are using data analytics to predict customer needs and increase sales. The document proposes five key steps for becoming a data-driven organization: 1) set goals; 2) assess talent and capabilities; 3) uncover valuable insights; 4) take action on insights; and 5) create a data-driven culture. Finally, it provides 13 specific action items that financial institutions can take to grow their small business portfolios using data analytics.
This document provides guidance to finance executives on leveraging advanced analytics. It begins with an overview of the rise of advanced analytics and its potential value of over $1 trillion for businesses worldwide. It then describes the different stages companies can be at in their analytics adaptation - from laggard to adopter to leader. The rest of the document details the six key components of a holistic analytics strategy and provides a checklist of recommendations for each stage of adaptation to help companies advance their analytics capabilities.
Regulatory Change is a Business Opportunity, not a Burden Amit Agrawal
Regulatory changes pose challenges but also opportunities for banks. The document outlines several pressing regulatory issues banks will face in 2015, including increased IT expenditures to comply with new rules, implementing liquidity requirements like the Liquidity Coverage Ratio, and providing more reports to regulators. It stresses that banks should view regulatory changes as a chance to improve risk management and add value rather than just a burden.
This investor presentation summarizes an opportunity to invest in a technology company positioned for growth in the marketplace lending sector. The company has an innovative warehouse model that enables immediate funding of loans. It has an experienced team and is operating in an untapped growth market with few competitors. Marketplace lending has grown rapidly in recent years and provides higher margins and lower costs compared to traditional banks. The company's model is designed for faster growth and earlier profits than competitors. It has achieved rapid early growth and is seeking a capital raising of $10-15 million to further fund loan origination and operations.
Delivering more value to the business through
performance measurement and improved decision
support is the top priority for the finance function
through 2020. Among senior finance professionals
participating in the 2014 EY Global Insurance CFO
Survey, 71% indicated that “being a better business
partner” ranked among their top three priorities,
with 35% placing this as number one.
Property & Casualty Commercial Lines Underwriting: The New PlaybookCognizant
P&C commercial lines carriers are experiencing a global transformation that will compel them to reexamine their operating models, implement direct-to-consumer strategies, reengineer their processes and technologies, and achieve and sustain profitable growth in the age of digital.
The document provides an overview and outlook for the accounting and finance sector in 2016. It discusses trends in permanent and temporary roles across banking and investment management. For permanent roles, it notes increased demand for those with regulatory, technical, and project experience. Compensation is expected to see marginal salary increases but lower bonuses overall, except for high-demand skills. Product control hiring increased in 2015 and this demand is expected to continue in 2016, especially for newly qualified candidates.
The document provides an overview and outlook for the accounting and finance sector in 2016. It summarizes that 2015 saw increased hiring across banking and investment management. However, senior roles saw limited movement as organizations focused on cost cutting. Demand remained high for professionals with skills in regulatory reporting and technical accounting. Compensation in 2016 is expected to see low bonus increases for most, with marginal salary bumps and higher bonuses only for top performers or those in high-demand skills. Regulatory demands will continue driving need for related finance professionals through 2016.
IE Essay to answer Question H. What do you believe are the greatest challenges facing the sector or industry you would like to specialize in at IE? What role do you hope to be able to play in this sector or industry in the medium term?
Etude PwC sur le reporting intégré (sept. 2014)PwC France
http://bit.ly/Reporting-PwC
Selon une étude du cabinet d’audit et de conseil PwC, 80 % des investisseurs s’accordent à dire qu’un reporting de qualité influence leur perception de l’entreprise. Pour près de deux tiers d’entre eux (63 %), la qualité du reporting d’une entreprise pourrait avoir un impact financier direct sur le coût de son capital.
ScenarioBranson Ltd. is a public listed tour company that is bas.docxjeffsrosalyn
Scenario
Branson Ltd. is a public listed tour company that is based in Melbourne. One of its main operating businesses is to provide tourists with hot-air balloon flights over the city. As their current balloons are due to be retired, they must decide whether to replace them with a large or small model. New balloons have an expected life of 8 years, after which salvage values are $70,000 for the large balloons and $45,000 for the small balloons. Market research has estimated that there is a 60% probability that demand will be high throughout the useful life of the balloons, and a 40% probability that demand will be low throughout the useful life of the balloons.
The large model is expected to cost $900,000, with an extra installation and shipping cost of $80,000. The small model is expected to cost $650,000, with an additional installation and shipping cost of $45,000. The company's accounting policy is to depreciate using the reducing balance approach of 20% per annum.1 There is also an initial increase in net working capital of $70,000 for the large model, and $40,000 for the small model. The net working capital is recoverable at the end of their useful life.
In the event of high demand, the company expects a yearly operating revenue of $800,000 for the large model, and a yearly operating revenue of $330,000 for the small model. If the demand is low, yearly operating revenue is forecasted to be $700,000 for the large model and $280,000 for the small model. Annual variable and fixed costs associated with operating these balloons are expected to be $400,000 for the large model and $150,000 for the small model. In addition, if the large model is preferred over the small model, the company needs to rent an additional warehouse to store the large balloons. A new warehouse’s rental cost is expected to be $150,000 per year. At the end of year four, there is also an option to cease operation and thus sell the large balloons for $500,000 and the small balloons for $400,000 if the business is not profitable.
The company requires you to calculate an appropriate discount rate using the company’s weighted average cost of capital. The company’s capital structure has remained fairly stable, with a debt-to-equity ratio of 1.2. The company has no plan to adjust its capital structure in the future. Given that the company is listed on the stock exchange, you are able to obtain the historical returns over the last 20 years for the company, the market portfolio and the risk-free asset as tabulated in Table 1. The company debentures have a face value of $1000 and a coupon rate of 10%. They mature in 10 years' time. Similar debentures are currently yielding 12%. The company tax rate is 30%.
1 As discussed in Week 5, ignore residual value in the calculation of yearly depreciation.
Table 1
Year
Branson
Market
Risk-free
1999
23.13%
13.81%
6.01%
2000
19.55%
12.77%
6.31%
2001
10.08%
7.65%
5.62%
2002
-19.35%
-10.64%
5.84%
2003
25.01%
14.61%
5.37%
2004
29.21%
29.
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