Academic literature on the topic 'Folios (Securities)'
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Journal articles on the topic "Folios (Securities)"
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Tarczyński, Waldemar. "Different Variants of Fundamental Portfolio." Folia Oeconomica Stetinensia 14, no. 1 (June 1, 2014): 47–62. http://dx.doi.org/10.2478/foli-2014-0104.
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Abstract The paper proposes the fundamental portfolio of securities. This portfolio is an alternative for the classic Markowitz model, which combines fundamental analysis with portfolio analysis. The method’s main idea is based on the use of the TMAI1 synthetic measure and, in limiting conditions, the use of risk and the portfolio’s rate of return in the objective function. Different variants of fundamental portfolio have been considered under an empirical study. The effectiveness of the proposed solutions has been related to the classic portfolio constructed with the help of the Markowitz model and the WIG20 market index’s rate of return. All portfolios were constructed with data on rates of return for 2005. Their effectiveness in 2006- 2013 was then evaluated. The studied period comprises the end of the bull market, the 2007-2009 crisis, the 2010 bull market and the 2011 crisis. This allows for the evaluation of the solutions’ flexibility in various extreme situations. For the construction of the fundamental portfolio’s objective function and the TMAI, the study made use of financial and economic data on selected indicators retrieved from Notoria Serwis for 2005.
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Karkowska, Renata. "Model of Risk Diversification in the Banking Sector." Folia Oeconomica Stetinensia 19, no. 1 (June 1, 2019): 31–42. http://dx.doi.org/10.2478/foli-2019-0003.
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Abstract Research background: Motivation for this study is the rapid development of conglomerate banking stimulated by the synergy between the traditional and parallel investment activity of banks before the 2007–2008 financial crisis. Existing studies do not answer the question about the positive influence of diversification on bank stability. They state that the combination of lending and non-interest income allows benefits to be derived from risk diversification. However, on the other hand they emphasise that non-interest and interest incomes are strongly correlated, which does not bring positive effects from diversification. Purpose: Scientific problem aimed to be solved is to verify how the diversification of activities in commercial banks into non-interest products (i.e. trading, securities-based investment activities, and derivatives) brings positive effects such as income stabilization and risk reduction. We examine the implications of banks’ risk adjusted ROA that manifest themselves as spreading and growing instability. Research methodology: We use a panel regression model, through a dataset that covers 777 international banks, in 91 selected countries of the world, spanning the period of 1996–2015. Results: We document that the diversification of a bank’s operations is varied and depends on a bank’s characteristics, including asset size. Novelty: The study contributes to the on-going discussion on the separation of retail and investment banks with a view to enhancing their profit stability.
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& et al, Khierallah. "EFFECT OF POLYETHYLENE GLYCOL AND SALICYLIC ACID ON SOME VEGETATIVE GROWTH TRAITS OF DATE PALM TISSUE CULTURE DERIVED PLANTS." IRAQI JOURNAL OF AGRICULTURAL SCIENCES 47, no. 6 (December 25, 2016). http://dx.doi.org/10.36103/ijas.v47i6.465.
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This research was conducted in the greenhouse of Al-Rabee Research Station of the Department of Horticulture, Ministry of Agriculture for the 2011-2012 season in order to examine the effect of foliar application of various combinations of polyethylene glycol and salicylic acid levels on some vegetative growth traits of date palm tissue cultured derived plants.The concentrations of polyethylene (zero, 20 and 40 mg.L-1) and salicylic acid (zero, 50 and 100mg.L-1). The experiment carried out using randomized complete design and factorial in three replications. The results showed that increasing the concentration of polyethylene led to increased paperwork content of chlorophyll B and the total and received an increase the nitrogen percentage in the papers. The impact of the concentration of acid, salicylic has said the results of a significant increase in chlorophyll, A, B and macro as well as an increase in the percentage of dry matter and an increase in the percentage of nitrogen in securities The impact of interaction between the polyethylene acid, salicylic, the results showed that there was a significant increase in most the traits in study.
Dissertations / Theses on the topic "Folios (Securities)"
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Ribeiro, ClaÌudia Alexandra Gonçalves Correia. "Bridge methods and the valuation of derivative securities when the underlying follows a LeÌvy process." Thesis, University of Warwick, 2005. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.429742.
Full textBooks on the topic "Folios (Securities)"
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Dowling, William C. Literary federalism in the age of Jefferson: Joseph Dennie and The Port folio, 1801-1812. Columbia: University of South Carolina Press, 1999.
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The Folio Phenomenon: New Freedom to Customize Your Investments and Increase Your Wealth. Dearborn Trade, 2002.
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Farrelly, Caroline, and François-Serge Lhabitant. Event-Driven Hedge Fund Strategies. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780190607371.003.0012.
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This chapter explores some of the strategies used by event-driven hedge funds, namely merger arbitrage, trading distressed securities, special situations, and activism. This broad category within the hedge fund space attracts about a quarter of the capital deployed to this part of the alternatives world. Investors are drawn to the idea of uncorrelated returns that can act as a source of diversification for their portfolios as well as the ability to follow the news flow related to their investments. In essence, such trades should have identifiable catalysts and time frames. The chapter offers illustrative examples of historical trades, providing some context of the types of positions funds may take and time frames involved. Various skill sets should be sought in an event-driven manager. Managers dealing in distressed securities are likely to benefit from a legal expertise, whereas activists need to be able to influence management and campaign publically.
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Lehmann, Matthias, and Christoph Kumpan, eds. European Financial Services Law. Nomos Verlagsgesellschaft mbH & Co. KG, 2019. http://dx.doi.org/10.5771/9783845279893.
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This volume analyses and explains EU legislation governing financial services. It is for legal practitioners in international law firms, the financial industry, regulators, and academics needing an in-depth understanding of financial services regulations. It is intended to serve as a handy reference book, providing both easy-to-understand overviews of complex topics and insightful analyses of difficult legal issues. Experts renowned in their fields explain, article-by-article, the important EU directives and regulations governing financial services. Examples illustrate how important provisions apply in practice. Level and measures are put into context. The book is structured as follows: securities and markets Service market behaviour market transparency and information funds securities clearing and settlement payment services. For each subject area, the most relevant directives and regulations have been selected. Legal texts covered in this book include, among others, the following: MiFID II and MiFIR MAR and MAD Prospectus Directive PRIIP Regulation Transparency Directive Short Selling Regulation Rating Agency Regulation UCITS and AIFMD Venture Capital Funds Regulation Finality Directive Financial Collateral Directive EMIR SEPA Regulation.
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Douglas W, Arner, Hsu Berry FC, Goo Say H, Johnstone Syren, Lejot Paul, and Tse Maurice Kwong-Sang. Part IV Financial Market Conduct and Misconduct, 11 Market Integrity. Oxford University Press, 2016. http://dx.doi.org/10.1093/law/9780198706472.003.0011.
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The chapter evaluates Hong Kong’s regulation of market misconduct. The chapter argues that much of Hong Kong’s regulatory structure addressing market misconduct is derived from overseas jurisdictions (Australia and the United States, and reflecting the European Union and the United Kingdom). In relation to insider dealing, market misconduct, and disclosure Hong Kong’s approach largely follows the legislative, regulatory, and common law development in the United States. The chapter concludes that following the enactment of the Securities and Futures Ordinance (SFO), Hong Kong has implemented a comprehensive system addressing market misconduct, through both disclosure regulation and market conduct regulation. This is especially the case in relation to insider dealing, market manipulation, and financial fraud and deception. Regulation addressing such issues in Hong Kong is generally of an international standard.
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Moreno-Lax, Violeta. The Schengen Borders Code: Securitized Admission Criteria as the Centrepiece of Integrated Border Management—Instilling Ambiguity. Oxford University Press, 2017. http://dx.doi.org/10.1093/oso/9780198701002.003.0003.
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This chapter scrutinizes the rules on entry and pre-entry established by the Schengen Borders Code (SBC) that the other ‘integrated border management’ measures seek to implement. The Code constitutes a ‘common corpus of legislation’, providing the general regime that governs the movement of persons across EU borders. The chapter follows a methodology that is replicated in subsequent chapters of this part: It starts by setting out the origins of the instrument(s) concerned, covering the Schengen legacy, the Maastricht period, and developments post-Amsterdam. It then concentrates on the analysis of the legal provisions currently in force and the conditions they impose on entry and pre-entry generally, before engaging in the study of their particular impact on asylum seeker flows. The legal structure, specific content, and practical implementation of the measure(s) at hand are considered in detail, allowing for comprehensive assessments of their (legal and factual) effects on protection seekers’ access to EU territory.
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Baker, H. Kent, Greg Filbeck, and Andrew C. Spieler, eds. Debt Markets and Investments. Oxford University Press, 2019. http://dx.doi.org/10.1093/oso/9780190877439.001.0001.
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This book provides an objective look into the dynamic world of debt markets, products, valuation, and analysis. It also provides an in-depth understanding about this subject from experts in the field, both practitioners and academics. The coverage extends from discussing basic concepts and their application to increasingly intricate and real-world situations. This volume spans the gamut from theoretical to practical, while attempting to offer a useful balance of detailed and user-friendly coverage. The book has several distinguishing features. It blends the contributions of a global array of scholars and practitioners into a single review of some of the most important topics in this area. The book follows an internally consistent approach in format and style. Hence, it is collectively much more than a compilation of chapters from an array of different authors. It presents theory without unnecessary abstraction, quantitative techniques using basic bond mathematics, and conventions at a useful level of detail. It also incorporates how investment professionals analyze and manage fixed income portfolios. The book emphasizes empirical evidence involving debt securities and markets so it is understandable to a wide array of readers. Each chapter contains discussion questions to help reinforce key concepts. The end of the book contains guideline answers to each question. Readers interested in a broad survey will benefit as will those looking for more in-depth presentations of specific areas within this field of study. In summary, the book provides a fresh look at this intriguing and dynamic but often complex subject.
Book chapters on the topic "Folios (Securities)"
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"2 Financial Collateral, How It Is Held and Transferred." In Financial Collateral, edited by Haentjens Matthias. Oxford University Press, 2020. http://dx.doi.org/10.1093/law/9780198816935.003.0002.
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This chapter discusses the use of securities, cash, and credit claims as collateral in finance transactions. To understand any interest in collateralized securities, cash, and credit claims, it is important to consider the concept of asset segregation and the way securities, cash, and credit claims are held. Of these types of collateral, the more difficult legal issues arise in the context of securities. Therefore, the largest part of the chapter is concerned with the custody of securities and the legal treatment, under different national laws, of the transfer and creation of security interests in securities. The challenges regarding the custody and administration of securities mainly follow from differences in the treatment, under different national laws, of the proprietary relationship between the 'owner' of securities and the securities themselves. This relationship is highly relevant, as the manner to provide financial collateral - both practically and legally, and either by way of title transfer or by way of creating a security interest - will be determined by this relationship. Consequently, differences in the treatment of 'owning' securities significantly add to the complexity of providing collateral in an international context.
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Baikie, Timothy, Tracey Stern, Susan Greenglass, and Maureen Jensen. "A Framework for Responsive Market Regulation." In Global Algorithmic Capital Markets, 332–58. Oxford University Press, 2018. http://dx.doi.org/10.1093/oso/9780198829461.003.0013.
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This chapter submits that a regulator’s raison d’être is not simply to react to market issues but to be proactive and to follow and to understand the changes and the business decisions in the market. Regulators must be able to change and foster a responsive regulatory climate that allows innovation to occur, while ensuring that core principles such as investor protection are preserved and that the impact of any change is monitored. To that end, the chapter highlights the role of the Ontario Securities Commission in the Canadian regulatory landscape, and details how it has addressed the multitude of challenges posed by recent developments in Canadian capital markets, including the growth in dark liquidity and the emergence of high frequency trading.
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Abeal Vázquez, José Pablo, Begoña Alvarez García, and Lucía Boedo Vilabella. "Are the New Sources for Financing SMEs a Reality or a Chimera?" In Emerging Tools and Strategies for Financial Management, 106–30. IGI Global, 2020. http://dx.doi.org/10.4018/978-1-7998-2440-4.ch005.
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Small and medium-sized enterprises (SMEs) are a key pillar of the European economy because they play an important role in generating growth, employment, and value added. However, SMEs cannot access funding from sources such as issuing securities because they do not meet the listing requirements of official markets. This is why these firms are forced to cover their financial needs by borrowing from banks and reinvesting profits. For this reason, several alternative markets have been launched in Europe. In the Spanish case, two alternative markets have been created (one equity trading market and one debt market). In this chapter, these markets are presented for the purpose of analyzing to what extent they are a real solution to the financing problems faced by Spanish SMEs. This research shows that these two markets follow different paths, although for the time being, they are not capable of reaching a large number of companies.
Reports on the topic "Folios (Securities)"
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Putriastuti, Massita Ayu Cindy, Vivi Fitriyanti, and Muhammad Razin Abdullah. Leveraging the Potential of Crowdfunding for Financing Renewable Energy. Purnomo Yusgiantoro Center, June 2021. http://dx.doi.org/10.33116/br.002.
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• Renewable energy (RE) projects in Indonesia usually have IRR between 10% and 15% and PP around 6 to 30 years • Attractive return usually could be found in large scale RE projects, although there are numerous other factors involved including technology developments, capacity scale, power purchasing price agreements, project locations, as well as interest rates and applied incentives. • Crowdfunding (CF) has big potential to contribute to the financing of RE projects especially financing small scale RE projects. • P2P lending usually targeted short-term loans with high interest rates. Therefore, it cannot be employed as an alternative financing for RE projects in Indonesia. • Three types of CF that can be employed as an alternative for RE project funding in Indonesia. Namely, securities, reward, and donation-based CF. In addition, hybrid models such as securities-reward and reward-donation could also be explored according to the project profitability. • Several benefits offer by securities crowdfunding (SCF) compared to conventional banking and P2P lending, as follows: (1) issuer do not need to pledge assets as collateral; (2) do not require to pay instalment each month; (3) issuer share risks with investors with no obligation to cover the investor’s loss; (4) applicable for micro, small, medium, enterprises (MSMEs) with no complex requirements; and (5) there is possibility to attract investors with bring specific value. • Several challenges that need to be tackled such as the uncertainty of RE regulations; (1) issuer’s inability in managing the system and business; (2) the absence of third parties in bridging between CF platform and potential issuer from RE project owner; (3) the lack of financial literacy of the potential funders; and (4) lastly the inadequacy of study regarding potential funders in escalating the RE utilisation in Indonesia.