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1. |
Record Nr. |
UNINA9910463870103321 |
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Autore |
Angel Jacqueline Lowe |
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Titolo |
Inheritance in Contemporary America : The Social Dimensions of Giving across Generations / / Jacqueline L. Angel |
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Pubbl/distr/stampa |
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Baltimore : , : Johns Hopkins University Press, , 2008 |
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©2008 |
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ISBN |
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Descrizione fisica |
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1 online resource (xiii, 177 p. ) : ill. ; |
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Disciplina |
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Soggetti |
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Older people - Health and hygiene - United States |
Older people - Care - United States |
Older people - Family relationships - United States |
Estate planning - United States |
Inheritance and transfer tax - United States |
Wealth - United States |
Inheritance and succession - United States |
Electronic books. |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Bibliographic Level Mode of Issuance: Monograph |
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Nota di bibliografia |
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Includes bibliographical references (p. [151]-172) and index. |
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Nota di contenuto |
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The story of inheritance: intergenerational giving in aging America -- Trends in wealth transfers -- The aging American family -- The inheritance revolution -- The origins of our inheritance laws -- Early America -- Forging a new path: women and inheritance laws -- Inheritance in modern America -- Family and inheritance changes -- Decisions about inheritance -- The political realities of retirement security -- Who is going to care for us? -- The political economy of giving and receiving -- The legacy of the modern welfare state -- The dilemma -- Employer pension versus personal savings -- Cross-national research -- Dimensions of giving between generations -- The joy of giving -- Theoretical perspectives on money: good versus evil? -- Contemporary studies of money -- Gifts as assistance -- Contextualizing gift giving -- Simply love -- Fellowship for funds -- Giving, not receiving -- The family life cycle and inheritance -- Money memories: narratives of the meaning of giving and receiving -- History |
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lessons -- The silent generation -- Baby boomers -- Expanding obligations equal shrinking inheritances -- Drawing down assets -- Deciding too late or not at all -- Family disagreements -- Background on the interviews -- Early beginnings of family dynamics and money -- Money as a gift -- Money with strings attached -- How money matters -- The costs of wealth -- A guarded secret -- The value of gifts -- Contemporary values and beliefs regarding intergenerational transfers -- It isn't just money -- Family values and ideologies -- Leaving a legacy -- Transferring assets -- Inter vivos exchanges -- Children helping parents -- Choosing inheritance -- Challenges to family ideologies -- To give or not to give, that is the question -- Leaving a legacy: personal security, family obligations, and the state -- The effects of public policy on family gift giving -- How estate taxes vary -- Estate taxes and exemptions -- Estate planning for the family -- Private long-term care insurance -- Estate recovery and related long-term care financing issues -- Inter vivos transfers and inheritance -- The impact of gift giving on the family: what helps? What hurts? -- Myths and realities of making a will -- Inheritance and the next generation of old-age policies -- The new status quo -- Sorting out the debate -- Possible scenarios -- The politics of social security reform -- The face of the future workforce -- Policy options: public, private, and combined -- Health care insecurity -- Implications and conclusions -- Summary and new directions for research -- The demography of gift giving in late life -- Should women worry about their retirement? -- Generational differences: money memories and family ideology -- An agenda for future research -- Appendix A. Methodology -- Appendix B. Questions used in semistructured in-depth interview -- Bibliography -- Index. |
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2. |
Record Nr. |
UNINA9910139557803321 |
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Autore |
Krebsz Markus |
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Titolo |
Securitisation and structured finance post credit crunch [[electronic resource] ] : a best practice deal lifecycle guide / / by Markus Krebsz |
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Pubbl/distr/stampa |
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Chichester, West Sussex, : Wiley, 2011 |
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ISBN |
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1-119-97381-3 |
1-283-40514-8 |
9786613405142 |
1-119-97793-2 |
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Edizione |
[2nd ed.] |
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Descrizione fisica |
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1 online resource (477 p.) |
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Collana |
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The Wiley Finance Series ; ; v.586 |
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Disciplina |
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Soggetti |
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Asset-backed financing |
Corporations - Finance |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references (p. [433]-434) and index. |
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Nota di contenuto |
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Securitization and Structured Finance Post Credit Crunch; Contents; Preface; Acknowledgments; 1 Introduction; 1.1 Setting the scene: About this book; 1.2 Diagrammatical overview of deal lifecycle stages; 1.3 Role-based roadmap to the book; PART I THE CREDIT CRISIS AND BEYOND; 2 Looking back: What went wrong?; 2.1 Overview; 2.2 Data, disclosure, and standardization; 2.3 Paper reports; 2.4 Electronic reports; 2.5 Data feeds; 2.6 Definitions; 2.7 Reporting standards; 2.8 Underwriting standards; 2.9 Due diligence; 2.10 Deal motives; 2.11 Arbitrage; 2.12 Rating shopping |
2.13 Overreliance on credit ratings2.14 Models, assumptions, and black boxes; 2.15 Proprietary analysis; 2.16 Risk management and risk mitigants; 2.17 Senior management awareness; 2.18 Lack of drilldown capability and group-wide controls; 2.19 Mark to market, mark to model, and pricing of illiquid bonds; 2.20 Government salvage schemes: What's next?; 2.21 Re-REMICS: Private vs. public ratings; 2.22 Conclusion; 3 Looking ahead: What has happened since?; 3.1 Current initiatives: An overview; 4 Sound practice principles; 4.1 Data; 4.2 Definitions; 4.3 Standards; 4.4 Investor focused |
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4.5 Motivation and deal drivers4.6 Analysis; PART II DEAL LIFECYCLE; 5 Strategy and feasibility; 5.1 Strategic considerations; 5.2 Key signs for securitization; 5.3 Deal structure type; 5.4 Asset classes; 5.5 Private issuance, public issuance, or conduit financing; 5.6 Credit enhancement and pricing; 5.7 Asset readiness and feasibility studies; 5.8 Documentation review; 5.9 Target portfolio and deal economics; 5.10 Indicative rating agency and financial modeling; 5.11 Ratings models; 5.12 Rating methodologies; 6 Pre close; 6.1 Typical execution timing; 6.2 Execution resources |
6.3 Transaction counterparties6.4 Transaction documents; 6.5 Deal configuration; 7 At close; 7.1 Deal documents, marketing, and roadshow; 7.2 Pre-sale report; 7.3 Deal pricing and close; 7.4 New-issuance reports; 8 Post close; 8.1 Servicing and reporting; 8.2 Deal performance measurement; 8.3 The performance analytics process; 8.4 Deal redemption; PART III TOOLBOX; 9 Understanding complex transactions; 9.1 Structure diagrams; 9.2 Analytical capabilities; 9.3 The risk of overreliance on ratings; 9.4 Analytical roadmap; 10 Data; 10.1 The ''meaning'' of data; 10.2 Static information |
10.3 Dynamic data points10.4 Data providers; PART IV ANALYTICAL TOOLS; 11 Vendors; 12 ABSXchange; 12.1 Introduction; 12.2 Performance data; 12.3 Pool performance; 12.4 Portfolio monitoring; 12.5 Creating benchmark indexes; 12.6 Cash flow analytics; 12.7 Single-bond cash flow analysis; 12.8 Single cash flow projection results; 12.9 Advanced functionality; 13 Bloomberg; 14 CapitalTrack; 14.1 Changing the data model used for structured finance instrument administration; 14.2 The big fly in the ointment; 14.3 CapitalTrack-the new model; 15 Fitch Solutions; 15.1 Products and services |
15.2 Research services |
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Sommario/riassunto |
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Structured bonds are often viewed as complex and opaque, and participants in the securitization and structured finance markets have traditionally had a narrow focus on a specific part of the securitization value chain. However, in the post credit crunch environment, the market is more regulated, standardized, transparent, and better structured with closer-aligned and more balanced incentives for all participants, more focus on investors and improved comprehension of these bond instruments. In order for the market to succeed, it is vital that all participants take a broader view and understand |
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