Relevant bibliographies by topics / Investment portfolio structure

Contents

  1. Journal articles
  2. Dissertations / Theses
  3. Books
  4. Book chapters
  5. Conference papers
  6. Reports

Academic literature on the topic 'Investment portfolio structure'

Author: Grafiati
Published: 3 June 2025
Last updated: 31 July 2025

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Journal articles on the topic "Investment portfolio structure"

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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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Qi, Yue, and Xiaolin Li. "On Imposing ESG Constraints of Portfolio Selection for Sustainable Investment and Comparing the Efficient Frontiers in the Weight Space." SAGE Open 10, no. 4 (2020): 215824402097507. http://dx.doi.org/10.1177/2158244020975070.

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Sustainable investment is typically fulfilled by screening of environmental, social, and governance (ESG); the screening strategies are practical and expedite sustainable-investment development. However, the strategies typically build portfolios by a list of good stocks and ignore portfolio completeness. Moreover, there has been limited literature to study the portfolio weights of sustainable investment in the weight space. In such an area, this article contributes to the literature as follows: We extend a conventional portfolio-selection model and impose ESG constraints. We analytically solve
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MISHIN, ANDREY A. "ALLOCATION TO THEMATIC INVESTMENTS: A NEW APPROACH TO PORTFOLIO CONSTRUCTION." Scientific Works of the Free Economic Society of Russia 245, no. 1 (2024): 210–22. http://dx.doi.org/10.38197/2072-2060-2024-245-1-210-222.

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The article discusses the concept of thematic investment in asset allocation as an additional investment dimension that goes beyond asset classes, regions, sectors and styles, and suggests a structure for the distribution of thematic investments at the strategic level of asset allocation. The approach uses a structure based on reliable portfolio optimization, which takes into account the expected excess return from the impact of the topic and from exposure to traditional risk factors, and provides an example illustrating how thematic investments fit into traditional portfolios with multiple as
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Bekareva, Svetlana Viktorovna, Anna Vladimirovna Getmanova, and Anastasiya Igorevna Ivanova. "Effectiveness of an interactive method in teaching investment literacy: Factors determining the return of beginning investors’ portfolios." Science for Education Today 12, no. 5 (2022): 137–61. http://dx.doi.org/10.15293/2658-6762.2205.08.

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Introduction. The article examines how certain factors influence the efficiency of forming virtual portfolio of financial assets. The purpose of the article is to identify the factors that contribute to the investment return of beginning investors. Materials and Methods. The methodological basis of the study includes Russian and international research articles devoted to enhancing financial and investment literacy on the national level, the role of financial education in successful investments, and the factors of return estimations for various groups of investors, including young people and be
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Mitsel, Artur A., and Elena V. Viktorenko. "Dynamic model of BSF portfolio management." Russian Technological Journal 13, no. 2 (2025): 93–110. https://doi.org/10.32362/2500-316x-2025-13-2-93-110.

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Objectives. The work compares studies on BSF portfolios consisting of a risk-free Bond (B) asset, a Stock (S), and a cash Flow (F) that represents risky asset prices in the form of a tree structure. On the basis of existing models for managing dynamic investment portfolios, the work develops a dynamic model for managing a BSF portfolio that combines risk-free and risky assets with a deposit. Random changes in the prices of a risky asset are reflected in the developed model according to a tree structure. Two approaches to portfolio formation are proposed for the study: (1) initial capital is in
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Boldyreva, Natalia, and Liudmila Reshetnikova. "Effectiveness of investment activities of managers in the mandatory pension insurance system." St Petersburg University Journal of Economic Studies 36, no. 3 (2020): 483–513. http://dx.doi.org/10.21638/spbu05.2020.306.

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This article examines reasons for the low efficiency of investment activity by pension asset managers, and pension investment rules are formulated. These rules are based on the Asset Allocation strategy, taking into account the long-term pension investments and the life-cycle investment strategy. All pension portfolios of Russiаn managers have weak diversification by asset classes, a high share of fixed income financial instruments, and a mismatch of the portfolio structure with the risk profile of the beneficiary. The pension industry has high costs. We evaluated the real efficiency of invest
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Stepanyuk, O., Y. Senyk, O. Vinchura, A. Senyk, and K. Lishchynska. "Simulation of decision-making processes regarding the formation of an invest-ment portfolio using IT." Scientific Messenger of LNU of Veterinary Medicine and Biotechnologies 26, no. 103 (2024): 17–22. http://dx.doi.org/10.32718/nvlvet-e10303.

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Significant changes observed in the global economy and in particular in Ukraine in recent years have significantly increased interest in the problems of investment theory. An example of this is the intensification of trading in shares of large and medium-sized international companies and cryptocurrencies, which causes a rapid increase in their values. It is known that in the theory of investments, the task of optimizing the set of components of investment portfolios is considered as a special case. As you know, the issue of decision-making regarding the formation and optimization of an investm
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Zhang, Yunhe. "Research on the Process of the Formation of an Optimal Investment Portfolio." Advances in Economics, Management and Political Sciences 8, no. 1 (2023): 334–40. http://dx.doi.org/10.54254/2754-1169/8/20230338.

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In the financial market, there are different types of financial instruments, such as equities, bonds, and mutual funds, and investors can build an investment portfolio through their buying and selling activity in the market. Limited-experienced individual investors are often attracted to stocks or bonds with high returns when trading in the financial market and building an investment portfolio. This could make them underestimate the adverse impact brought by investment risks on their expected returns for the portfolio. An optimal investment portfolio should be aimed at with a step-by-step proc
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Hadaś-Dyduch, Monika. "The structure and rate of return on portfolios investment." Wiadomości Statystyczne. The Polish Statistician 61, no. 4 (2016): 31–49. http://dx.doi.org/10.5604/01.3001.0014.0973.

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The aim of the article is to assess the effectiveness of investment portfolios. Portfolios are established under the proprietary algorithm that is described in detail in the article. The proposed method of construction of investment portfolios and their evaluation, requires the determination of the volatility and average return included in the portfolio of structured products, as well as determine the risk for each product. These parameters are calculated from the number of data obtained by applying a ”backward the window”, consisting in the fact that each structured product included in the st
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GRINEVA, NATALIA. "DYNAMIC OPTIMIZATION OF THE INVESTMENT PORTFOLIO MANAGEMENT TRAJECTORY." Economic Problems and Legal Practice 17, no. 3 (2021): 73–77. http://dx.doi.org/10.33693/2541-8025-2021-17-3-73-77.

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The task of control from the position of mathematical tools application is discussed, economic statement and mathematical model of optimization problem are formulated, the sequential realization of the research aim - the mechanism of optimal portfolio management strategy formation - is presented. The results of dynamic optimization of decisions made at each step form the optimum law of the portfolio management. Scientific novelty of the study consists in the fact that the constructed portfolio takes into account the real incompleteness of the initial data on the processes of change in the yiel
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Dissertations / Theses on the topic "Investment portfolio structure"

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Hernandez, Jose Arreola. "Vine copula modelling of dependence and portfolio optimization with application to mining and energy stock return series from the Australian market." Thesis, Edith Cowan University, Research Online, Perth, Western Australia, 2015. https://ro.ecu.edu.au/theses/1693.

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This thesis models the dependence risk profile, investment risk and portfolio allocation features of seven 20-stock portfolios from the mining, energy, retail and manufacturing sectors of the Australian market in the context of the 2008-2009 global financial crisis (2008-2009 GFC) and pre-GFC, GFC, post-GFC and full sample period scenarios revolving around it. The mining and energy portfolios are the base of the study, while the retail and manufacturing are considered for benchmarking purposes. Pair vine copula models including canonical vines (c-vines), drawable vines (d-vines) and regular vi
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Shahin, Mahmoud. "Three essays on bank profitability, fragility, and lending." Thesis, University of Exeter, 2015. http://hdl.handle.net/10871/18675.

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We present three chapters on theoretical issues of banking. These deal with bank runs, risk sharing, lending and profitability. In the first chapter, we examine the agency problem in the bank-depositor relationship. Depositors are the principals and banks are the agents. Banks choose investment portfolios and are subject to moral hazard in that they have incentive to take on more risk than desirable to depositors because they are residual claimants. We study an incentive-compatible mechanism that prompts banks to follow a safe investment policy. This mechanism leaves the bank a profit margin i
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Ahlersten, Krister. "Empirical asset pricing and investment strategies." Doctoral thesis, Stockholm : Economic Research Institute, Stockholm School of Economics [Ekonomiska forskningsinstitutet vid Handelshögskolan i Stockholm] (EFI), 2007. http://www2.hhs.se/efi/summary/726.htm.

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Morrell, Guy D. "Portfolio construction in the UK property market : an investigation of the relative importance of fund structure and stock selection in explaining performance." Thesis, University of Reading, 1995. http://ethos.bl.uk/OrderDetails.do?uin=uk.bl.ethos.250718.

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Fernández, Sánchez José Luis. "Evaluación de la inversión colectiva: análisis comparativo de los fondos sociales frente a los fondos convencionales en Europa." Doctoral thesis, Universidad de Cantabria, 2009. http://hdl.handle.net/10803/10594.

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El objeto de este trabajo es evaluar la performance financiera de una muestra de fondos europeos de renta variable y analizar si existe una relación entre, por una parte, invertir en empresas socialmente responsables (factor social de la inversión), el tipo de política de inversión del fondo (criterios de selección negativos y/o positivos), y la calidad de la información utilizada por los gestores de fondos en sus decisiones de inversión, y por otra, la performance financiera de los fondos. Se propone dos tipos de análisis diferentes para comparar los resultados: uno clásico utilizado con frec
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YI, WANG-LIN, and 王琳藝. "The Performance of Funds Investment Portfolio Combine Structure Notes." Thesis, 2005. http://ndltd.ncl.edu.tw/handle/10752613525910890418.

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Urban, Matěj. "Optimal Investment Portfolio with Respect to the Term Structure of the Risk-Return Tradeoff." Master's thesis, 2011. http://www.nusl.cz/ntk/nusl-298040.

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My thesis will focus on optimal investment decisions, especially those that are planned for longer investment horizon. I will review the literature, showing that changes in investment opportunities can alter the risk-return tradeoff over time and that asset return predictability has an important effect on the variance and correlation structure of returns on bonds, stocks and T bills across investment horizons. The main attention will be given to pension funds, which are institutional investors with relatively long investment horizon. I will find the term structure of risk-return tradeoff in th
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Wen-Wei, Leu, and 呂文偉. "Postal Simple Life Insurance of Claim Payment Simulated and Government Bond Portfolio Investment - Cash Matching Strategies Structured." Thesis, 1996. http://ndltd.ncl.edu.tw/handle/03008279691862883618.

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碩士<br>國立交通大學<br>管理科學研究所<br>84<br>Postal Simple Life Insurance of Claim Payment has been applying in the past years, which was not specific planning. The research will plan to Claim Payment for seven years, which will simulate a planning and make one Period of semiannual for liability schedule. Cash Matching is structured a Government Bond Portfolio Investment, which is able to look for a lower cost and risk. That is, my primary issue. The research will apply in Dedication Techniques for Cas
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Books on the topic "Investment portfolio structure"

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Poterba, James M. Taxation and portfolio structure: Issues and implications. National Bureau of Economic Research, 2001.

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Wu, Xueping. A new stochastic duration measure by the Vasicek and CIR term structure theories. City University of Hong Kong, Department of Economics and Finance, 1996.

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H, Park Keith K., and Agtmael Antoine W. van, eds. The World's emerging stock markets: Structure, developments, regulations & opportunities. Probus Publishing, 1993.

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Vissing-Jorgensen, Annette. Towards an explanation of household portfolio choice heterogeneity: Nonfinancial income and participation cost structures. National Bureau of Economic Research, 2002.

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Maxwell, William, Theodore Barnhill, and Mark Shenkman. High Yield Bonds: Market Structure, Valuation, and Portfolio Strategies. McGraw-Hill, 1999.

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Maxwell, William, Theodore Barnhill, and Mark Shenkman. High Yield Bonds: Market Structure, Valuation, and Portfolio Strategies. McGraw-Hill, 1999.

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Brunel, Jean L. P. Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices. Wiley & Sons, Limited, John, 2015.

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Brunel, Jean L. P. Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices. Wiley & Sons, Incorporated, John, 2015.

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Brunel, Jean L. P. Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices. Wiley & Sons, Incorporated, John, 2015.

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Brunel, Jean L. P. Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices. Wiley & Sons, Incorporated, John, 2015.

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Book chapters on the topic "Investment portfolio structure"

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Boscoianu, Mircea, Costel Ceocea, and Aurel Mihail Țîțu. "Adapting Strategies of Portfolio Management to VUCA Environments: The Case of Romania." In Contributions to Management Science. Springer Nature Switzerland, 2024. http://dx.doi.org/10.1007/978-3-031-60343-3_11.

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AbstractThe recent multiple crises of the 2020–2023 imposed the integration of the concept of VUCA environments (volatility–uncertainty–complexity–ambiguity) at the level of the capital markets, as an indisputable reality. These processes have, in fact, led to major changes in the perception of the markets impacting the understanding of new problems, respectively, the action of the managers and the implementation of the portfolio management strategies. Managing portfolios in VUCA environments involves reconsidering portfolio management objectives that must be better adapted to investors’ requi
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Ozenbas, Deniz, Michael S. Pagano, Robert A. Schwartz, and Bruce W. Weber. "Liquidity, Trading, and Price Determination in Equity Markets: A Finance Course Application." In Classroom Companion: Business. Springer International Publishing, 2021. http://dx.doi.org/10.1007/978-3-030-74817-3_2.

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AbstractTrading is the implementation of an investment decision. After a portfolio decision has been made by a portfolio manager, it must be implemented, and especially for handling large orders and navigating stressful markets, specific skills and responsibilities are needed that require the expertise of a professional trader. However, the efficiency with which orders are handled and turned into trades depends, not just on traders’ abilities, but also on a market’s liquidity, on the design of the marketplace where shares are traded, and on the regulatory environment. In this chapter, we cover
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Lomakin, Nikolai, Alexey Petrukhin, Anna Shokhnekh, Olga Maximova, and Irina A. Samorodova. "Dynamics and Structure of Investment Portfolios of Russian Banks Studied by the Artificial Intelligence System." In Artificial Intelligence: Anthropogenic Nature vs. Social Origin. Springer International Publishing, 2020. http://dx.doi.org/10.1007/978-3-030-39319-9_42.

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Castagnino, John-Peter. "End-Users." In Derivatives. Oxford University PressOxford, 2009. http://dx.doi.org/10.1093/oso/9780199556366.003.0009.

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Abstract In considering the investment management industry, difficult questions often arise as to the classification of investment vehicles in terms of their structure and the regulation to which they are subject, and regulation in part determines whether or not derivatives can be used, and the extent to which and the manner in which derivatives can be used. A crude distinction can be drawn between an arrangement for the management of a portfolio of investments carried out under a mandate, and a pooled investment arrangement. The management of a portfolio of investments under a mandate is usua
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Fehr, Hans, and Fabian Kindermann. "Topics in finance and risk management." In Introduction to Computational Economics Using Fortran. Oxford University Press, 2018. http://dx.doi.org/10.1093/oso/9780198804390.003.0008.

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This chapter introduces basic concepts of modern finance theory and demonstrates how to apply them in complex real-world problems. Financial deals and investment decisions are typically determined under uncertainty.Therefore, although this chapter is self-contained, we have to expect some theoretical background in individual decisionmaking and optimal investment under uncertainty. We organize our discussion into four central sections. The starting point is a portfolio choice problem, where an investor has to choose between different assets with specific risk and return characteristics. We then
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Zhao, Yang, Cheng Few Lee, and Min-Teh Yu. "Does Equity Market Timing have a Persistent Impact on Capital Structure? Evidence from China." In Handbook of Investment Analysis, Portfolio Management, and Financial Derivatives. WORLD SCIENTIFIC, 2024. http://dx.doi.org/10.1142/9789811269943_0011.

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Chen, Hong-Yi, Cheng Few Lee, and Tzu Tai. "The Joint Determinants of Capital Structure and Stock Rate of Return: A LISREL Model Approach." In Handbook of Investment Analysis, Portfolio Management, and Financial Derivatives. WORLD SCIENTIFIC, 2024. http://dx.doi.org/10.1142/9789811269943_0012.

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Petris, Panagiotis, and Panayotis Alexakis. "The Return Performance of Real Estate Investment Trusts (REITs) and Portfolio Diversification Benefits." In Recent Advances and Applications in Alternative Investments. IGI Global, 2020. http://dx.doi.org/10.4018/978-1-7998-2436-7.ch003.

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This study describes the emergence and the structure of Real Estate Investment Trusts (REITs) and investigates whether European REITs provide higher risk-adjusted returns and portfolio diversification benefits relative to the market portfolio. The top public listed companies of five (5) established (Belgium, France, Germany, Netherlands, UK), three (3) emerging (Italy, Spain, Ireland) and one (1) nascent (Greece) European REIT markets, are considered over period 2007 – 2018. The empirical findings denote poor performance of most European REITS over the Global Financial Crisis period but strong
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Horbachova, Oksana. "ANALYSIS OF DEPOSIT PORTFOLIO FORMATION OF A COMMERCIAL BANK." In Transformation of the Economy, Finance and Management in a Pandemic: the Development of Digital Technologies. Publishing House “Baltija Publishing”, 2021. http://dx.doi.org/10.30525/978-9934-26-108-4-1.

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The main part of the bank's resources is formed by attracting customers' funds to deposit accounts, and their amount, in turn, depends on the effectively planned policy of the bank. The possibility of active operations depends on the volume and structure of borrowed funds by a banking institution. In the context of financial and economic and pandemic crises, the analysis of the structure of attracted resources becomes important, namely: the formation of the deposit portfolio of commercial banks, taking into account the use of long-term deposits as a future investment resource. The essence and
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Chaiwuttisak, Pornpimol. "Multi-Criteria Decision-Making for Investment Portfolio Selection in Thailand’s Stock Market." In Modern Management Based on Big Data IV. IOS Press, 2023. http://dx.doi.org/10.3233/faia230184.

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This research aimed to determine the relative importance of four criteria for decision-making by using each one with a popular decision-making method and evaluating the outcomes and using these criteria to provide ranked alternatives (according to each criterion’s relative importance) for making an investment decision. The four criteria were obtained from a comprehensive literature review related to securities investment. The investment data analyzed were past investment data on trading securities under the Energy and Utilities category of the SET50 index in the Stock Exchange of Thailand. The
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Conference papers on the topic "Investment portfolio structure"

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Sergeev, Alexey. "Modern methods of modelling the structure of the investment portfolio." In Systems Analysis in Economics - 2020. Moscow, "Science" Publishing House, 2021. http://dx.doi.org/10.33278/sae-2020.book1.444-447.

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Finogenova, Yulia Yurievna, Mikhail Aleksandrovich Kokarev, and Roman Arkadyevich Neiman. "Development of ESG investments in the Russian market." In Sustainable and Innovative Development in the Global Digital Age. Dela Press Publishing House, 2022. http://dx.doi.org/10.56199/dpcsebm.fnwi4854.

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In Russia, ESG investing is just beginning to develop, the state supports and promotes this concept, encourages companies with a high ESG rating and introduces benefits for them - subsidizing coupon income on bonds to cover part of the issuers' expenses. Regulators also create common standards by which to assess whether a company really follows ESG principles. Current research is devoted to the developing the indicators (indexes), which enable to evaluate possible ESG- nvestment strategies. The goal of the research is to suggest the benchmark of the balanced investment portfolio, which is less
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Nnakenyi, Norbert, Simon Olushola Amos, Mobolaji Abegunde, et al. "Effective Asset/Portfolio Management: NAPIMS Perspective." In SPE Nigeria Annual International Conference and Exhibition. SPE, 2022. http://dx.doi.org/10.2118/211998-ms.

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Abstract NAPIMS is the investment portfolio management arm of the NNPC that has been entrusted with investments of the federal government of Nigeria in the oil and gas sector. In alignment with best international practices, NAPIMS adopted an efficient asset-based management organizational structure to monitor the true performance of the entire assets within its portfolio. Having an overview of all assets serves as a roadmap/link to obtaining vital background information about legacy performance as well as plans and strategies. Over the years, NAPIMS had a less structured asset overview for pro
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Koren, A. V., and A. A. Pustovarov. "Managing the Investment Portfolio Structure in Response to a Lower CBR Key Rate." In Proceedings of the International Science and Technology Conference "FarEastСon" (ISCFEC 2019). Atlantis Press, 2019. http://dx.doi.org/10.2991/iscfec-19.2019.6.

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CONSTANTIN, Robert-Ștefan CONSTANTIN, Marina-Diana AGAFIȚEI, and Adriana AnaMaria DAVIDESCU. "Enhancing Portfolio Structure with Evolutionary Multi-Objective Optimisation." In The International Conference on Economics and Social Sciences. Editura ASE, 2024. http://dx.doi.org/10.24818/icess/2024/061.

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In this study, we define the criteria for fund allocation in an investment portfolio based on three key issues: maximizing returns, minimising risk, and optimal asset allocation. The context of solving these issues reveals that the best solutions are not those that sequentially maximise or minimise each criterion but rather those that achieve an optimal compromise between them, known in the specialised literature as the Pareto front. To identify a set of nondominated solutions, we utilise a specialized evolutionary algorithm for multi-objective optimisation, the Nondominated Sorting Genetic Al
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Knyazeva, E. G., V. A. Tatyannikov, and D. V. Kandaurov. "Search for the optimal branching structure from paired copulas when forming an investment portfolio." In Proceedings of the International Scientific and Practical Conference on Digital Economy (ISCDE 2019). Atlantis Press, 2019. http://dx.doi.org/10.2991/iscde-19.2019.33.

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García García, Fernando, Jairo Alexander Gónzalez Bueno, and Javier Oliver Muncharaz. "APPLICATION OF THE THEORY OF MARKOWITZ FOR STRUCTURE PORTFOLIO INVESTMENT IN THE COLOMBIAN STOCK MARKET." In 1st International Conference on Business Management. Editorial Universitat Politècnica de València, 2015. http://dx.doi.org/10.4995/icbm.2015.1247.

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Kocúrek, Martin. "A Review of Selected Equity and Credit Investment Strategies of Reinsurer." In EDAMBA 2023: 26th International Scientific Conference for Doctoral Students and Post-Doctoral Scholars. University of Economics in Bratislava, 2024. http://dx.doi.org/10.53465/edamba.2023.9788022551274.104-115.

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This paper analyses specific type of investor on financial markets – a reinsurance company and its value-creating process, with focus on its investment activities. A special attention is focused on reinsurer’s idiosyncratic investor’s profile due to core business activities, i.e. underwriting. This makes its investment profile and objectives different to other market participants. We modelled and analysed reinsurer’s three main investment strategies based on underlying asset classes of particular portfolios. Each of these portfolios is comprising of three sub-portfolios which are managed by di
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Olgic Drazenovic, Bojana, Martin Rudelić, and Nina Čavlović. "Integration of ESG Issues in Investments Practices of Pension Funds." In Economic and Business Trends Shaping the Future. Ss Cyril and Methodius University, Faculty of Economics-Skopje, 2023. http://dx.doi.org/10.47063/ebtsf.2023.0010.

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Pension funds are major asset owners in financial markets and global investors with long-term investment horizons and the need for stable and predictable cash flows. On the other hand, these institutional investors are crucial for maintaining social security, so their performance and investment structure should take into account their responsibility for the environment and society in general. Therefore, they have an extraordinary potential and special responsibility to take measures against sustainability risks and to green the economy, but also to improve social and managerial aspects when ad
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Allan, Paul. "Into the Unknown: Expert System Guides Energy Transition Strategy." In SPE Symposium: Leveraging Artificial Intelligence to Shape the Future of the Energy Industry. SPE, 2023. http://dx.doi.org/10.2118/214458-ms.

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Abstract Most E&amp;P companies have publicly stated some form of ‘carbon reduction’ planning as they communicate their strategies to stakeholders. Internal efforts for reducing carbon generation might include reduced flaring, pipeline integrity improvements, or carbon sequestration for which E&amp;P companies have the experience and skill sets to adequately evaluate. Other companies have committed to more extensive and fundamental changes to their business models – potentially necessitating a need to expand into historically ‘non-E&amp;P’ energy sectors, such as wind, solar, or hydrogen busin
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Reports on the topic "Investment portfolio structure"

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Blas de la Rosa, Pedro, Fernando David Catalano Rios, Joo Choe Gyoung, and Ruben Doboin. Fundraising for Venture Capital Funds in Latin America and the Caribbean. Inter-American Development Bank, 2024. http://dx.doi.org/10.18235/0013219.

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This inaugural edition on the state of Fundraising for Venture Capital (VC) Funds in Latin America and the Caribbean (LAC) is based on data collected from IDB Labs recent calls for proposals for investment management firms seeking equity financing for VC funds. This report provides a unique contribution to the regions VC knowledge base, offering valuable insights for both aspiring and experienced fund managers, limited partners, and other key stakeholders in the ecosystem. This report examines trends and patterns across investment theses, impact strategies, gender and diversity, funds terms an
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Tabuga, Aubrey, Mark Gerald Ruiz, Ramonette Serafica, and Madeleine Louise Baino. Network Structure of Financial Institutions in the Philippines: Insights on Corporate Control and Competition. Philippine Institute for Development Studies, 2024. http://dx.doi.org/10.62986/dp2024.17.

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This exploratory study focuses on understanding the structure of networks of financial institutions in the Philippines. The literature notes that the financial sector occupies a central position within corporate networks. More importantly, the significance of deepening understanding of the connections within the financial sector stems from its role as an intermediate sector. The financial sector is crucial because of its role in promoting efficiency in other economic sectors. In fact, this sector occupies a unique position of influence regarding how the wealth of an economy is generated and al
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Moran, Matthew. Decarbonizing Mobility with Liquid Hydrogen. SAE International, 2024. http://dx.doi.org/10.4271/epr2024015.

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&lt;div class="section abstract"&gt;&lt;div class="htmlview paragraph"&gt;Liquid hydrogen (LH2) is playing a key role in decarbonization of the global energy landscape. Its large-scale continuous use in the space industry provides a foundation for transitioning state-of-the-art capabilities to other sectors. Key advancements in materials, cryogenics, and system optimization are being applied to reduce costs and increase performance for various mobile and stationary use cases. However, some unsettled topics remain to be addressed related to production, liquefaction, storage, distribution, safet
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Miller, Eric T. Financial Services in the Trading System: Progress and Prospects. Inter-American Development Bank, 1999. http://dx.doi.org/10.18235/0008609.

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In the winter of 1996, Canada's third largest financial institution, the Bank of Montreal, launched a now infamous advertising campaign in which it asked the question: Can a bank change? While the resulting ads naturally responded in the affirmative, many other large financial institutions were asking themselves the same question. The dramatic acceleration since the mid-to-late 1980's of the rate at which banks are establishing branches and/or investing in financial institutions outside of their home markets combined with the dismantling by governments around the world of many traditional regu
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Vargas-Herrera, Hernando, Juan Jose Ospina-Tejeiro, Carlos Alfonso Huertas-Campos, et al. Monetary Policy Report - April de 2021. Banco de la República de Colombia, 2021. http://dx.doi.org/10.32468/inf-pol-mont-eng.tr2-2021.

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1.1 Macroeconomic summary Economic recovery has consistently outperformed the technical staff’s expectations following a steep decline in activity in the second quarter of 2020. At the same time, total and core inflation rates have fallen and remain at low levels, suggesting that a significant element of the reactivation of Colombia’s economy has been related to recovery in potential GDP. This would support the technical staff’s diagnosis of weak aggregate demand and ample excess capacity. The most recently available data on 2020 growth suggests a contraction in economic activity of 6.8%, lowe
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Financial Stability Report - First Half of 2023. Banco de la República, 2024. http://dx.doi.org/10.32468/rept-estab-fin.sem1.eng-2023.

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Banco de la República’s main goal is to preserve the purchasing power of the currency in coordination with the general economic policy that is intended to stabilize output and employment at long-term sustainable levels. Properly meeting the goal assigned to the Bank by the 1991 Constitution critically depends on preserving financial stability. This is understood to be a general condition in which the financial system channels domestic savings and evaluates and manages the financial risks in a way that facilitates the performance of the economy and efficient allocation of resources while, at th
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Aid for Trade Report: 2012-2013. Inter-American Development Bank, 2013. http://dx.doi.org/10.18235/0005984.

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Launched at the Fourth Global Review on Aid-for-Trade (AfT), the Aid-for-Trade Report 2012-2013 touts progress achieved with the Inter-American Development Bank (IDB) Group's AfT portfolio. As the publication points out, while trade has been an engine for economic growth and poverty reduction in Latin America and the Caribbean (LAC), the region still faces structural internal barriers - e.g. burdensome regulatory frameworks, high logistics costs, and slow export and import processes - that prevent it from fully benefiting from an open trading system. The AfT Initiative is well-positioned to le
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Financial Stability Report - September 2015. Banco de la República, 2021. http://dx.doi.org/10.32468/rept-estab-fin.sem2.eng-2015.

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From this edition, the Financial Stability Report will have fewer pages with some changes in its structure. The purpose of this change is to present the most relevant facts of the financial system and their implications on the financial stability. This allows displaying the analysis more concisely and clearly, as it will focus on describing the evolution of the variables that have the greatest impact on the performance of the financial system, for estimating then the effect of a possible materialization of these risks on the financial health of the institutions. The changing dynamics of the ri
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Financial Stability Report - Second Semester of 2020. Banco de la República de Colombia, 2021. http://dx.doi.org/10.32468/rept-estab-fin.sem2.eng-2020.

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The Colombian financial system has not suffered major structural disruptions during these months of deep economic contraction and has continued to carry out its basic functions as usual, thus facilitating the economy's response to extreme conditions. This is the result of the soundness of financial institutions at the beginning of the crisis, which was reflected in high liquidity and capital adequacy indicators as well as in the timely response of various authorities. Banco de la República lowered its policy interest rates 250 points to 1.75%, the lowest level since the creation of the new ind
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