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Journal articles on the topic 'Investment banking Portfolio management'

Author: Grafiati

Published: 4 June 2021

Last updated: 1 February 2022

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1

Bala Ado, Abdullahi, Amina Dahir Salman, Bala Ado Kofar Mata, and Aminu Kado Kurfi. "THE RELATIONSHIP BETWEEN THE INVESTMENT PORTFOLIO AND BANKING FINANCIAL PERFORMANCE IN NIGERIA." Asian People Journal (APJ) 3, no. 1 (2020): 141–51. http://dx.doi.org/10.37231/apj.2020.3.1.171.

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The study aims to investigate the relationship between the investment portfolio and banking financial performance in Nigeria. The study took an ex post factor research design and firm was used as the unit of analysis. A population of the 15 commercial banks was taken but Skye Bank was screened out due to the unavailability of data and 14 banks were used as the sample for this study. Panel data analysis was used to analyze the data with E-views version 9 using the three models; without effect, random effect and fixed effect. The study reveals that investment in bond has a significant but negati

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Al-Oshaibat, Suleiman Daood, and Daood Al-Oshaibat. "Form the Optimal Investment Portfolio Applied Study in the Jordanian Banking Sector (2013-2017)." International Business Research 13, no. 3 (2020): 79. http://dx.doi.org/10.5539/ibr.v13n3p79.

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The study aimed to form the optimal investment portfolio in the Jordanian banking sector. The research covered a period (2013-2017) and the sample of the study was selected from its community of Jordanian banks listed on the Amman Stock Exchange, consisting of (15) working banks for which the necessary data are available to study.  The importance of the research lies in the formation of a thought and methodology that can be applied and utilized by investors and securities analysts in the management of their investment portfolio.  The study shows that the effective rate

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Huda, Farzana, and Tanbir Ahmed Chowdhury. "Merchant Banking Operation: A Case Study of Selected Merchant Banks in Bangladesh." Asian Journal of Finance & Accounting 9, no. 1 (2017): 116. http://dx.doi.org/10.5296/ajfa.v9i1.10712.

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In Bangladesh the establishment of merchant bank added value to the stock market which plays a vital role in the progress of economic development. This study tried to analyze the performance of Lanka Bangla Investment Ltd., Prime Finance Capital Management Ltd., IDLC Investment Ltd. and Uttara Finance and Investment Ltd. Seven trend equations have been tested for different activities of the selected merchant banks. It is observed that the selected merchant banks were able to achieve a stable growth of investment in securities, margin loan to clients, brokerage commission, capital gain/loss fro

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Muller, Grant E., and Peter J. Witbooi. "An Optimal Portfolio and Capital Management Strategy for Basel III Compliant Commercial Banks." Journal of Applied Mathematics 2014 (2014): 1–11. http://dx.doi.org/10.1155/2014/723873.

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We model a Basel III compliant commercial bank that operates in a financial market consisting of a treasury security, a marketable security, and a loan and we regard the interest rate in the market as being stochastic. We find the investment strategy that maximizes an expected utility of the bank’s asset portfolio at a future date. This entails obtaining formulas for the optimal amounts of bank capital invested in different assets. Based on the optimal investment strategy, we derive a model for the Capital Adequacy Ratio (CAR), which the Basel Committee on Banking Supervision (BCBS) introduced

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Adzobu, Lydia Dzidzor, Elipkimi Komla Agbloyor, and Anthony Aboagye. "The effect of loan portfolio diversification on banks’ risks and return." Managerial Finance 43, no. 11 (2017): 1274–91. http://dx.doi.org/10.1108/mf-10-2016-0292.

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Purpose The purpose of this paper is to test whether diversification of credit portfolios across economic sectors leads to improved profitability and reduced credit risks for Ghanaian banks that have been characterized by high non-performing loans in recent times (IMF, 2011). Design/methodology/approach Static and dynamic estimations, namely Prais-Winsten, fixed and random effect estimators, feasible generalized least squares as well as the system generalized methods of moments are employed on the annual data of 30 Ghanaian banks that operated between 2007 and 2014 to determine the effect of l

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Dziuba, P. "SAFETY FIRST INVESTMENT PORTFOLIOS OPTIMIZATION: ALTERNATIVE VIEW ON PORTFOLIO PARADIGM OF INTERNATIONAL INVESTING ORIGIN." ACTUAL PROBLEMS OF INTERNATIONAL RELATIONS, no. 132 (2017): 109–24. http://dx.doi.org/10.17721/apmv.2017.132.0.109-124.

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Gnoseological framework of contemporary paradigm of international portfolio investing origin and development is explored. It is revealed and justified that the results of Markowitz and Roy seminal fundamental research are very similar and they both have paradigm constituent meaning. The paper proves that unlike the widely spread attitude to Markowitz as to the portfolio paradigm founder its appearance is bound up with seminal research of both scholars. Their papers were published simultaneously and independently. It is evidenced that although both approaches are highly identical in terms of su

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Hamid, Agustini. "Analysis Of Dynamic Portfolio Allocation Of Indonesian LQ45 During 2005 – 2011 Following The Markowitz Theowry." Winners 17, no. 2 (2016): 91. http://dx.doi.org/10.21512/tw.v17i2.1969.

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The research observed that equity portfolio and investment managers were facing challenges in determining the optimum portfolio, especially during the turbulent times. As a result, they needed to implement portfolio management strategies to overcome the risk associated with stock return volatility in turbulence periods. This research focused on selecting stocks from the LQ-45 index during 2005-2011 using The Markowitz theory combining the Solver Linear Programming. The portfolio selection method which has been introduced by Markowitz (1952) used variance or standard deviation as a risk measure

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Abdo, Mai M., and Ibrahim A. Onour. "Liquidity Risk Management in Full-Fledged Islamic Banking System." Management and Economics Research Journal 6 (2020): 1. http://dx.doi.org/10.18639/merj.2020.990012.

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This study aims to assess the determinants of liquidity risk in the full-fledged Islamic banking system of Sudan, using panel data regression. The dependent variable in this research is the liquidity risk, which is determined as the extreme excess or extreme shortage of liquidity in each bank, based on the VaR approach, and the independent variables are bank size, investment, profit, and the budget deficit during the period 2012-2016. The authors’ findings indicate the bankspecific variables such as the size, investment, and profit are statistically significant, whereas the budget deficit vari

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Mammadova, Gulsum Mirdamad. "Innovative Tools for Investment Management in the Digital Economy: a Guide for Post-Socialist Countries." Marketing and Management of Innovations, no. 4 (2020): 181–90. http://dx.doi.org/10.21272/mmi.2020.4-14.

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This paper summarizes the arguments and counterarguments within the scientific discussion on the issue of establishing the main factors that determine the parameters and dynamics of investment activity in the country based on sources of investment financing. The main purpose of the research is to study the formed in post-socialist countries features of investment management and to develop proposals for the introduction of innovative approaches to investment management considering the experience of developed countries and current trends in digitalization of the economy. Investigation of the top

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Rutkauskas, Aleksandras Vytautas, and Gitana Dudzevičiūte. "FOREIGN CAPITAL AND CREDIT MARKET DEVELOPMENT: THE CASE OF LITHUANIA." Journal of Business Economics and Management 6, no. 4 (2005): 219–24. http://dx.doi.org/10.3846/16111699.2005.9636111.

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There have been wide-ranging discussions on whether the investments of foreign banks into the banking sector of the Central and Eastern Europe countries (CEE) lead to greater competition and increase of the loan portfolio of the banks. Several empirical works have shown that a high proportion of foreign capital in the banking sector of CEE countries has generally positive effects on the quality and amount of loan portfolio of the banking sector, but there may also be some adverse effects. Lithuania has an open economy and the credit market is open to international banking competition. The loan

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Krishna, Dr V. Murali, Dr T. Hima Bindu, and Dr Ravikumar Gunakala. "A Critical Analysis of Selected Public and Private Mutual Fund Schemes in India." Restaurant Business 118, no. 8 (2019): 28–34. http://dx.doi.org/10.26643/rb.v118i8.7207.

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Mutual Fund Industry is one of the emerged dominant financial intermediaries in Indian Capital Market. The main objective of investing in a mutual fund is to diversify risk. Though the mutual fund invests in diversified portfolio, the fund managers take different levels of risk in order to achieve the schemes objectives. Mutual funds allow portfolio diversification and relative risk management through collection of funds from the savers/investors, the same investing in equity and debt stocks. This type of invested funds is managed by professional experts called as fund managers Funds are categ

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Lam, Terence Y. M., and Malvern Tipping. "A case study of the investment yields of high street banks." Journal of Property Investment & Finance 34, no. 5 (2016): 521–34. http://dx.doi.org/10.1108/jpif-03-2016-0019.

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Purpose – Sale-and-leaseback has become an increasingly common approach during the last two decades in the investment of high street banks (banking-halls) in the UK. One measure commonly used in making property investment decisions is the all risks yield (ARY) which is associated with the level of rental income. Investors and their advisors need to know which factors are likely to result in the highest ARY when assembling investment portfolios of such properties. The purpose of this paper is to identify those yield influences. Design/methodology/approach – A qualitative multiple-case study was

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A. Utoware, Dr Jude Daniel. "Utilization of Investment Appraisal Techniques by Large-Scale Businesses in Lagos State, Nigeria." Sumerianz Journal of Business Management and Marketing, no. 312 (December 16, 2020): 205–11. http://dx.doi.org/10.47752/312.205.211.

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The study was carried out to investigate the utilization of investment appraisal techniques by large-scale businesses in Lagos State. Two research questions guided the study. The study adopted descriptive survey research design. The population for the study was 150 portfolio managers of large-scale businesses (both banking and insurance organizations) from the three senatorial zones of Lagos State. Due to the manageable size of the population, the entire 150 portfolio managers were involved in the study; therefore, there was no sampling. The instrument for data collection was a well structured

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SOLOVEI, Nadiia, and Ihor SKRYPNYCHENKO. "Problems of qualitative evaluation of commercial bank loan." Economics. Finances. Law, no. 1/2 (January 31, 2020): 15–19. http://dx.doi.org/10.37634/efp.2020.1(2).3.

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The article defines the nature of the loan portfolio, as well as the problems in the assessment and analysis of the commercial bank loan portfolio. In order to improve the existing credit portfolio of the bank, the dynamics, categories of the borrower ratio and the quality of the loan portfolio are analyzed, based on the obtained data, significant factors influencing the formation and management of the analyzed bank's loan portfolio are determined. Generation of a loan portfolio is usually subject to issuance of loans with maximum yield on the same terms. The profitability of a loan transactio

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Pezzuto, Ivo. "Editorial: COVID-19: The unexpected and disruptive event that will radically shake up and change the world as we know it." Risk Governance and Control: Financial Markets and Institutions 10, no. 4 (2020): 4–6. http://dx.doi.org/10.22495/rgcv10i4editorial.

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The fourth issue of the Risk Governance and Control: Financial Markets & Institutions journal (volume 10, issue 4) explores a number of stimulating subjects related to the future of finance, banking, and financial systems such as the impact of big banks’ digitalization and mergers and acquisitions (M&A) strategies on the sustainability of local banks’ business models and on their relationship with the territory; the factors affecting portfolio investment decisions in the emerging markets, or central banks’ mission to assure stability to the purchasing power of their currencies.

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Parwada, Jerry T. "The Genesis of Home Bias? The Location and Portfolio Choices of Investment Company Start-Ups." Journal of Financial and Quantitative Analysis 43, no. 1 (2008): 245–66. http://dx.doi.org/10.1017/s0022109000002817.

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AbstractFund managers' bias toward geographically proximate securities is a well-researched phenomenon, yet the origins of managers' location choices have received little empirical scrutiny. This paper traces the employment and geographic heritage of 358 entrepreneurial fund managers and analyzes the determinants of where they locate their firms and stock selections. The evidence suggests that start-ups tend to be based close to the origins of their founders and in regions with more investment management firms, banking establishments, and large institutional money managers. New money managers

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Cronjé, Tom, and Johan de Beer. "Combining efficiency with ROA: indicator of future relative performance – South African banking groups." Corporate Ownership and Control 7, no. 4 (2010): 287–96. http://dx.doi.org/10.22495/cocv7i4c2p4.

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Bank financial performance and relative future financial performance are important issues to stakeholders like management, shareholders, investment analysts and portfolio managers. This paper provides evidence that bank financial performance expressed as return on assets (ROA) figures that are adjusted according to relative income and expenditure efficiency provide fundamental measures of performance that have a causal link with future profits and can be utilised in estimating future financial performance. The methodology applied in this research consists of empirically investigating the annua

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Anastasiia Petruk and Roman Stadniichuk. "CREDIT DERIVATIVES IN BANKING: BENEFITS AND THREATS." European Cooperation 3, no. 47 (2020): 7–16. http://dx.doi.org/10.32070/ec.v3i47.85.

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Financial institutions have faced a variety of threats, the main reasons for which are weak lending standards, ineffective risk evaluation of the loan portfolio, lack of attention to economic and other factors that can affect the creditworthiness of bank counterparties. Thus, among various threats, credit risk, caused by lending, remains the main source of problems for commercial banks. However, globalization and liberalization of the global financial system has led to the appearance of other sources, including trade and investment transactions, which are reflected both on the balance sheet an

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Anastasia, Njo, and Fabian Hidayat. "HUBUNGAN INDEKS HARGA PROPERTI RESIDENSIAL DAN KREDIT PERBANKAN." EKUITAS (Jurnal Ekonomi dan Keuangan) 3, no. 1 (2019): 95–111. http://dx.doi.org/10.24034/j25485024.y2019.v3.i1.3998.

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Demand and supply in housing market depends on macroeconomic conditions such as Gross Domestic Product, interest rates, and housing prices. Changes to these variables are related to changes in housing market. This study aims to examine the relationship of housing prices, Gross Domestic Product, mortgage interest rate to Banking Credit. Knowing the relationship will be useful in making strategic decisions related to property investment and portfolio management. Housing price using Residential Price Index in primary market will be grouped into three parts based on land area of residential proper

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Méndez-Suárez, Mariano, Abel Monfort, and Fernando Gallardo. "Sustainable Banking: New Forms of Investing under the Umbrella of the 2030 Agenda." Sustainability 12, no. 5 (2020): 2096. http://dx.doi.org/10.3390/su12052096.

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(1) Social Impact Bonds (SIBs) foster the relationships between public and private sectors while adding value to new forms of investment that are closely linked to Socially Responsible Investments (SRIs). In this context, Sustainable Developments Goals (SDGs) aim to strengthen global partnerships in order to achieve the 2030 Agenda. Sustainable banking should consider its role in both new responsible investment products and the 2030 Agenda. This study aims to: (i) estimate the ROI of SIBS, (ii) define a financial formulation and a measurement system, and (iii) explain the relationship between

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Fedorenko, T. S. "METHODOLOGICAL FOUNDATIONS FOR THE DEVELOPMENT OF THE FINANCIAL STABILITY RISK MANAGEMENT SYSTEM IN THE INVESTMENT ACTIVITIES OF BANKS." Vestnik of Samara State University of Economics 5, no. 199 (2021): 75–80. http://dx.doi.org/10.46554/1993-0453-2021-5-199-75-80.

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The risk of loss of financial stability in the investment activities of banks is the probability of a negative impact of the negative financial result of the bank's investment activities on the capital structure and bringing it to an imbalance of funds. This type of risk is complex and includes several types of banking risks that have a direct impact on the financial stability of the bank. A system for managing such a risk implies a combination of three systems: the control system, the managed system and the result of the management. Each of the elements of the system is subject to the princip

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Gubareva, Mariya, and Maria Rosa Borges. "Interest rate, liquidity, and sovereign risk: derivative-based VaR." Journal of Risk Finance 18, no. 4 (2017): 443–65. http://dx.doi.org/10.1108/jrf-01-2017-0018.

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Purpose The purpose of this paper is to study connections between interest rate risk and credit risk and investigate the inter-risk diversification benefit due to the joint consideration of these risks in the banking book containing sovereign debt. Design/methodology/approach The paper develops the historical derivative-based value at risk (VaR) for assessing the downside risk of a sovereign debt portfolio through the integrated treatment of interest rate and credit risks. The credit default swaps spreads and the fixed-leg rates of interest rate swap are used as proxies for credit risk and int

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Knapp, Morris, and Alan Gart. "Post-merger changes in bank credit risk: 1991-2006." Managerial Finance 40, no. 1 (2014): 51–71. http://dx.doi.org/10.1108/mf-03-2013-0052.

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Purpose – This paper aims to examine the post-merger changes in the credit risk profile of merging bank holding companies and tests whether there is an increase in credit risk after a merger due to changes in the mix of loans in the portfolio. Design/methodology/approach – The authors use the expected variability of the credit risk of a loan portfolio based on the mix of loan types in the portfolio and the variability of the industry credit losses of each type following the standard Markowitz procedure for finding the standard deviation of an investment portfolio. The authors then test to see

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Kiseleva, I. A., N. E. Simonovich, and O. V. Pribytkova. "Economic and psychological aspects of estimation of risks of securitization of banking assets." Proceedings of the Voronezh State University of Engineering Technologies 81, no. 1 (2019): 443–48. http://dx.doi.org/10.20914/2310-1202-2019-1-443-448.

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The article describes the problems of introduction of asset securitization in Russia in terms of standardization of processes in the field of risk management and the establishment of risk management profession considered the key principles and stages of financial risk management, asset securitization model are studied. The attractiveness of securitization is the company's financing capabilities by transferring assets from their balance sheets, or borrowing against those assets to refinance the original loan at a fair market rate. The possibilities of a securitization, its advantages and disadv

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Khan, Tahseen Mohsan, Syed Kumail Abbas Rizvi, and Ramla Sadiq. "Disintermediation of banks in a developing economy." Managerial Finance 45, no. 2 (2019): 222–43. http://dx.doi.org/10.1108/mf-11-2017-0493.

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Purpose The purpose of this paper is to investigate how Pakistani banks manage their portfolios (lending vs investment) when the economic indicators are not supportive. This study investigates three aspects of the banking system in Pakistan – prevalence of disintermediation, post-crisis profitability orientation and depositor protection by financial system in unfavorable conditions. Design/methodology/approach This study is limited to identifying the key economic and financial drivers behind disintermediation and its subsequent impact on banks’ profitability and depositors’ protection. GLS pan

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REPOUSIS, SPYRIDON. "Regulatory framework and deposit – investment guarantee fund in Greece." Journal of Financial Regulation and Compliance 23, no. 1 (2015): 18–30. http://dx.doi.org/10.1108/jfrc-07-2013-0023.

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Purpose – The purpose of this paper is to examine the current regulatory framework of Greek Deposit and Investment Guarantee Fund, trying to show solutions for strengthening it. Design/methodology/approach – This paper aims to investigate the deposit and investment guarantee fund in Greece by identifying new problems and developing solutions. Findings – The main finding is that the deposit and investment guarantee fund contributes to the stability of the Greek banking sector and also offers practical solutions to strengthen it. Greek Deposit and Investment Guarantee Fund has an important featu

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Pyka, Irena, and Aleksandra Nocoń. "Banks’ Capital Requirements in Terms of Implementation of the Concept of Sustainable Finance." Sustainability 13, no. 6 (2021): 3499. http://dx.doi.org/10.3390/su13063499.

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In 2015, the governments of 193 United Nations member states adopted the 2030 Agenda for Sustainable Development, followed by the Paris Agreement. Their detailed solutions assume the inclusion of the concept of sustainable finance into investment decision-making processes, including directing capital towards sustainable investments and stopping climate change. The main subject of the study is sustainable finance, which is one of the pillars of the sustainable development of the global economy, which has also become an important objective of the European Union, enshrined in the Treaty of Lisbon

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Othman, Anwar Hasan Abdullah, Syed Musa Alhabshi, Salina Kassim, and Ashurov Sharofiddin. "The impact of cryptocurrencies market development on banks’ deposits variability in the GCC region." Journal of Financial Economic Policy 12, no. 2 (2019): 161–84. http://dx.doi.org/10.1108/jfep-02-2019-0036.

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Purpose With the continuing development of the financial technology revolution, a better understanding of bank deposits variability has become necessary for bank management and policymakers, especially central banks. This is because the novel innovations of cryptocurrencies operate beyond the realm of the banking system, which may impact the performance of banks and their deposits variability. This study aims to investigate the long- and short-run effects of cryptocurrencies’ market capitalization development on the banks’ deposit variability in the Gulf Cooperation Council (GCC) region. Desig

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Baskoro, Faldy, Ir Nunung Nuryartono, and Ir Tb Nur Ahmad Maulana. "Determinant Factor of Indonesia Banking Industry to Issued Bond in 2006-2014." International Journal of Economics and Finance 7, no. 12 (2015): 130. http://dx.doi.org/10.5539/ijef.v7n12p130.

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<p>Due to global economic crisis which occured in 2008, has caused the volatility of the market and increasing the market risk. Moreover, the banking industry issued Basel III Act as a respond in order to strengthen the stability of the financial sector and prevent the negative effect on the economy from the crisis that may occur in the future. Based on Basel III Act, the banking industry is expected to meet the requirement through internal and external business activity. Furthermore, the aim of this study is to analyze which factor that determined the volume of bond issued based on inte

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Agang, Jared Ochieng, and Charity Njoka. "Internal Controls and Credit Risk Among Commercial Banks Listed in Nairobi Securities Exchange, Kenya." International Journal of Current Aspects in Finance, Banking and Accounting 2, no. 2 (2020): 77–92. http://dx.doi.org/10.35942/ijcfa.v2i2.141.

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Inappropriate credit policies, as well as inadequate, limited institutional capacity by Kenya's financial sector, led to several of the banking institutions collapsing over what was termed as poor management of credit risks which resulted to increased amounts of loans that were not being serviced. The main aim of the research project was to establish the effects of internal controls on credit risk among the banks listed in NSE. The distinctive goals included to find out the influence of internal control, assessing risk ,activities in control and monitoring among banking organizations listed in

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LYSENOK, Oleksii, Lada SHIRINYAN, and Edvard SHIRINIAN. "Assessment of economic efficiency of bank’s securities operations (on the example of JSC “Oshchadbank”)." Fìnansi Ukraïni 2021, no. 4 (2021): 48–64. http://dx.doi.org/10.33763/finukr2021.04.048.

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In stocks and bonds market banks can lend and borrow securities and make profits, maintain liquidity and attract additional financial flows. That is why one needs to assess the economic efficiency of the securities portfolio. The aim of the study is to develop a methodology for evaluating the effectiveness of the bank’s operations with securities. The choice of the bank is conditioned by available information and importance of the banking system. The research methodology is based on the coefficient method. A model allows to combine several indicators into one generalizing coefficient S. Bank’s

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Roig Hernando, Jaume. "The securitization of residential rental revenue streams in Europe." International Journal of Housing Markets and Analysis 10, no. 4 (2017): 503–18. http://dx.doi.org/10.1108/ijhma-07-2016-0057.

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Purpose The purpose of this paper is to analyze the securitization of rental streams, a new investment and finance product introduced in the USA in 2013 that enables fundraising from large residential portfolios owned by major investment funds and investment banking. The securities are made up of non-performance loans as well as real estate portfolios of financial entities. Design/methodology/approach An academic analysis of the European securitization market is performed, as well as a broad overview of the state of the art of the rental housing market and investment property market. Moreover,

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KRUKHMAL, Olena, and Oryna KOVRYHINA. "Analysis of problematic debt in the banking system of Ukraine." Economics. Finances. Law, no. 11/2 (November 21, 2019): 9–12. http://dx.doi.org/10.37634/efp.2019.11(2).2.

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Crisis phenomena has led to an increase in problem debt in banks' loan portfolios, a decline in lending and a decrease in the number of banking institutions in Ukraine. The issue of debt reduction remains an urgent problem for Ukrainian banks, as it affects the bank's liquidity and can lead to insolvency or even bankruptcy of a financial institution, so banks have to make significant reserves for credit risks, which directly affects the investment capacity of banking institutions. The article was written to investigate the nature of the concept of problem credit, analyze the dynamics of proble

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GUDZENKO, Nataliya, Natalia KOVAL, and Tetiana KORPANIUK. "ACCOUNTING PROCEDURES FOR REORGANIZATION OF BANKING INSTITUTIONS." "EСONOMY. FINANСES. MANAGEMENT: Topical issues of science and practical activity", no. 1 (41) (January 2019): 122–35. http://dx.doi.org/10.37128/2411-4413-2019-1-10.

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The domestic banking sector should become one of the main driving forces of the structural reorganization of the industrial and agricultural sectors. To implement this objective, it is necessary to develop a powerful banking system based on stable banking institutions. In such conditions, the ability to manage the financial stability of banking institutions, identify signs of instability and bankruptcy in a timely manner, and, if possible, try to neutralize or eliminate them is of great significance. The necessity of implement measures aimed to stabilize the banking system in conditions of the

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Andros, S., L. Melnyk, N. Butenko, H. Zaikina, and V. Tykhenko. "Efficiency of Management of Loan Funds in the Banking Industry of Ukraine: Data of the Factor Analysis of Credit Turnover." Marketing and Management of Innovations, no. 4 (2019): 129–39. http://dx.doi.org/10.21272/mmi.2019.4-11.

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The article analyzes the rates of credit turnover by branches of the economy and by types of loans using indicators of the dynamic range, indices of average values and aggregate indicators. The purpose of the article is to provide a business case for efficiently managing credit resources in commercial banks based on a factor analysis of credit turnover by sector of the economy as a condition for optimizing a bank’s activities. The analysis of the literature shows that the management of credit resources in commercial banks is limited to the use of Western methods that are not adapted to the Ukr

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Muhanji, Geoffrey Indeje, and Joseph Theuri. "Bank Regulation and Level of Non performing Loans in Commercial Banks in Nakuru County Kenya." International Journal of Current Aspects in Finance, Banking and Accounting 2, no. 2 (2020): 59–76. http://dx.doi.org/10.35942/ijcfa.v2i2.132.

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The study sought to determine the effect of bank regulation and level of nonperforming loans in commercial banks in Nakuru County Kenya. The specific objectives of the study were to explore the effect of capital adequacy on the level of nonperforming loans in commercial banks in Nakuru County Kenya, to find out the effect of asset quality on the level of nonperforming loans in commercial banks in Nakuru County Kenya, to evaluate the effect of liquidity management on the level of nonperforming loans in commercial banks in Nakuru County Kenya, to examine the effect of management efficiency on th

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Zverev, Alexei, Victoria Mandron, Tatiana Rebrina, Maria Mishina, and Yulia Karavaeva. "Investment policy of the banking sector: data from Russia." Revista Amazonia Investiga 10, no. 42 (2021): 149–62. http://dx.doi.org/10.34069/ai/2021.42.06.14.

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The growing investment activity of banking sector organisations is an important condition for securing diversification of assets and obtaining additional sources of income, as well as maintaining the required level of liquidity. Economic crises and instability of stock markets affect the investment policy of a bank, the quality of its investment portfolio, and the scope of investment transactions with securities. The purpose of the research is to carry out a comprehensive analysis of the investment mechanism of the Russian banking sector and its organisation, to characterise the investment pol

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Gonzalez-Carrasco, Israel, Ricardo Colomo-Palacios, Jose Luis Lopez-Cuadrado, Ángel Garcı´a-Crespo, and Belén Ruiz-Mezcua. "PB-ADVISOR: A private banking multi-investment portfolio advisor." Information Sciences 206 (November 2012): 63–82. http://dx.doi.org/10.1016/j.ins.2012.04.008.

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Yashchenko, E. A. "MANAGEMENT OF BANK INVESTMENT PORTFOLIO." Business Strategies, no. 11 (December 13, 2018): 14–18. http://dx.doi.org/10.17747/2311-7184-2018-11-14-18.

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For effective investment activity of banks it is necessary to manage and optimize the Bank’s securities portfolio. The modern apparatus of portfolio management has a sufficient Arsenal of effective tools, including a number of principles and approaches. The abstract presents an analysis of active and passive portfolio management strategy, the conditions of their use, advantages and disadvantages. The analysis of formation and development of the portfolio theory of the leading Western scientists is carried out. Processed the achievements of our scientists.

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Oliinyk, Viktor, and Olga Kozmenko. "Optimization of investment portfolio management." Serbian Journal of Management 14, no. 2 (2019): 373–87. http://dx.doi.org/10.5937/sjm14-16806.

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Brown, Gerald R. "Investment Skill and Portfolio Management." Journal of Property Valuation and Investment 11, no. 3 (1993): 241–47. http://dx.doi.org/10.1108/eum0000000003305.

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Kardash, Oksana, Petro Hrytsiuk, and Tetiana Babych. "Management of investment hybrid portfolio." International Journal of Business Performance Management 22, no. 2/3 (2021): 180. http://dx.doi.org/10.1504/ijbpm.2021.10039439.

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Hrytsiuk, Petro, Tetiana Babych, and Oksana Kardash. "Management of investment hybrid portfolio." International Journal of Business Performance Management 22, no. 2/3 (2021): 180. http://dx.doi.org/10.1504/ijbpm.2021.116415.

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Berzins, Janis, Crocker H. Liu, and Charles Trzcinka. "Asset management and investment banking." Journal of Financial Economics 110, no. 1 (2013): 215–31. http://dx.doi.org/10.1016/j.jfineco.2013.05.001.

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Witjaksono, Beny, and Hamzah Bustomi. "Optimum of Strategic Asset Allocation for Indonesian Hajj Fund." Signifikan: Jurnal Ilmu Ekonomi 10, no. 2 (2021): 195–208. http://dx.doi.org/10.15408/sjie.v10i2.20020.

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Hajj fund must be managed effectively with a diligent approach of standard risk management. This study examines the level of risk management The Hajj Fund Management Agency (BPKH) performs in optimizing its investments: fund and fixed asset portfolios. The measurement data was initially and purposively retrieved. It was later run and processed through linear programming for further analyses. The results indicate that Sharia banking deposits and gold are riskless assets. As far as other asset portfolios, investments are placed strictly based on direct and indirect participation according to the

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Davidovic, Milivoje, and Vera Zelenovic. "Management of investment portfolio idiosyncratic risk." Journal of Engineering Management and Competitiveness 3, no. 2 (2013): 85–89. http://dx.doi.org/10.5937/jemc1302085d.

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Lawrence Kuhn, Robert. "New‐Age Investment Banking." Journal of Business Strategy 11, no. 6 (1990): 54–56. http://dx.doi.org/10.1108/eb039390.

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Usmonov, Xikmatilla. "BANK INVESTMENT PORTFOLIO DEVELOPMENT." INNOVATIONS IN ECONOMY 6, no. 3 (2020): 33–38. http://dx.doi.org/10.26739/2181-9491-2020-6-5.

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This article analyzes the development of the investment portfolio of commercial banks in Uzbekistan and their investment factors. In order to develop the investment portfolios of banks, recommendations were given on the use of international experience. Report on investment portfolio and commercial banks. It also covers the investment portfolio, the nature of investment asset management, the risks associated with it, the risks that affect the effectiveness of investment portfolio management, and the importance of effective investment portfolio management

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Zinkhan, F. Christian, and Kossuth Mitchell. "Timberland Indexes and Portfolio Management." Southern Journal of Applied Forestry 14, no. 3 (1990): 119–24. http://dx.doi.org/10.1093/sjaf/14.3.119.

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Abstract This paper explores two timberland index applications: asset allocation and investment performance evaluation. The Southern Timberland Index Fund (STIF), a southern pine index fund, is adopted for use in these applications. In the asset allocation application, the mean risk of risk-return efficient portfolios containing financial assets and the STIF is discovered to be 43% less than the mean risk of the efficient portfolios containing only financial assets. Efficient portfolios contain the STIF in proportions as high as almost 30%. As far as performance is concerned, a timberland inde

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Medynska, T. V., N. M. Rushchyshyn, and U. M. Nikonenko. "Tax Regulation of Investment Activity of Ukrainian Banks." Business Inform 11, no. 514 (2020): 316–24. http://dx.doi.org/10.32983/2222-4459-2020-11-316-324.

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The article is aimed at researching the tax regulation of investment activity of banks of Ukraine in the current conditions of development of the national economy; identifying the tax stimuli and deterrent factors of investment activity of banking institutions in the formation of investment portfolio. Tax regulation of the banking system directly influences the development of not only the monetary system, but also the national economy in general. Tax instruments for stimulating investment activity of banks are proposed to be grouped depending on the mechanism of influence, goals and types of i

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