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Advanced operations management [[electronic resource] /] / David Loader
| Advanced operations management [[electronic resource] /] / David Loader |
| Autore | Loader David |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 |
| Descrizione fisica | 1 online resource (354 p.) |
| Disciplina | 658.5 |
| Collana | Securities Institute |
| Soggetto topico |
Production management
Industrial management |
| ISBN |
1-119-20924-2
1-280-73965-7 9786610739653 0-470-03179-4 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
COVER; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: THE CHALLENGE; THE PROFILE OF OPERATIONS; OPERATIONS IS A BUSINESS; THE CHALLENGE OF CHANGE; THE CHALLENGE OF MANAGEMENT STYLE; THE CHALLENGE OF GLOBAL MARKETS; THE CHALLENGE OF PERSONAL GOALS; THE CHALLENGE OF DEALING WITH EVENTS; Chapter 2: THE MANAGEMENT PHILOSOPHY; REPORTING LINES; Chapter 3: THE MANAGEMENT OF RISK; MARKET RISK; CHARACTERISTICS OF THE PRODUCTS USED; MANAGEMENT RISK; INADEQUATE PROCEDURES AND CONTROLS; INFORMATION OR REPORTING RISK; MARKET OR PRINCIPAL RISK; CREDIT OR COUNTERPARTY RISK; OPERATIONAL RISK
MEANS OF REDUCING SETTLEMENT RISKPERSONNEL/HR RISK; LIQUIDITY RISK; SYSTEMIC RISK; FINANCIAL OR TREASURY RISK; TECHNOLOGY RISK; SYSTEMS FAILURES; TECHNOLOGY AWARENESS; LEGAL RISK; REGULATORY RISK; REPUTATION RISK; OTHER RISKS; Malicious risk; Country risk; Understanding risk; Controlling risk; Strategic controls; MANAGEMENT RESPONSIBILITY; ROLE OF RISK MANAGEMENT; The risk management process; Risk management departments; Staff training; Chapter 4: SECURITIES FINANCING; WHAT IS SECURITIES FINANCING?; STOCK LENDING; SECURITIES LENDING PROCESS FLOWS; LOAN INITIATION DELIVERY OF COLLATERAL AND SECURITIESMANAGEMENT OF BENEFITS AND COLLATERAL; RETURN/RECALL OF SECURITIES; PAYMENT OF FEES; LENDING AGREEMENT; REPURCHASE AGREEMENTS (REPOS); COLLATERAL; SECURITISATION; Chapter 5: TREASURY AND FUNDING; CASE STUDY; UNSECURED BORROWING; SECURED BORROWING; Money market instruments; Derivatives; Foreign exchange; Treasury settlements; Cash management; Risk in treasury settlement; Chapter 6: RESOURCE MANAGEMENT; PRESSURES ON RESOURCE; DEFINING RESOURCE; TRAINING AND DEVELOPING PEOPLE; CONTINGENCY PLANNING; RESTRUCTURING; TRAINING AND PERSONAL DEVELOPMENT SUCCESSION PLANNINGDEALING WITH PEOPLE; THE WORKING ENVIRONMENT; MANAGING SYSTEMS; TECHNICAL PERFORMANCE; OPERATIONAL PERFORMANCE; DIFFICULT PEOPLE; MOTIVATION; NO MOTIVATION MEANS TROUBLE IS BREWING; PERFORMANCE MEASUREMENT; MANAGEMENT OF PEOPLE; Chapter 7: TECHNOLOGY IN OPERATIONS; TIMING AND RESOURCING; LOSS OF KEY PERSONNEL; MANAGING THE OPERATIONS FUNCTION THROUGH THE PROJECT; POST-IMPLEMENTATION; TECHNOLOGY AND THE FUTURE; Chapter 8: PROCEDURAL DOCUMENTATION - CAPTURING THE KNOWLEDGE BASE; THE HISTORICAL PERSPECTIVE; THE BENEFITS OF GOOD DOCUMENTATION WHAT IS GOOD PROCEDURAL DOCUMENTATION?IN-HOUSE OR OUTSOURCE?; 1 Skill; 2 Time; 3 Cost; MAINTAINING, CONTROLLING AND DISTRIBUTING THE DOCUMENTATION; Chapter 9: CLIENT MANAGEMENT; CUSTOMER RELATIONSHIPS; THE APPROACH TO CUSTOMER RELATIONSHIPS AND THE 'CLIENT CULTURE'; KNOW YOUR CLIENT; General guide to account opening and customer identification; MONEY LAUNDERING; DEFINING THE SERVICE AND ESTABLISHING RELATIONSHIPS; What is considered as client service?; ESTABLISHING RELATIONSHIPS; THE MANAGER'S ROLE IN RELATIONSHIP MANAGEMENT; STRUCTURE OF THE OPERATIONS FUNCTION; RESPONSIBILITY MEASURING SERVICE LEVELS |
| Record Nr. | UNINA-9910143585603321 |
Loader David
|
||
| Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Advanced operations management [[electronic resource] /] / David Loader
| Advanced operations management [[electronic resource] /] / David Loader |
| Autore | Loader David |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 |
| Descrizione fisica | 1 online resource (354 p.) |
| Disciplina | 658.5 |
| Collana | Securities Institute |
| Soggetto topico |
Production management
Industrial management |
| ISBN |
1-119-20924-2
1-280-73965-7 9786610739653 0-470-03179-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
COVER; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: THE CHALLENGE; THE PROFILE OF OPERATIONS; OPERATIONS IS A BUSINESS; THE CHALLENGE OF CHANGE; THE CHALLENGE OF MANAGEMENT STYLE; THE CHALLENGE OF GLOBAL MARKETS; THE CHALLENGE OF PERSONAL GOALS; THE CHALLENGE OF DEALING WITH EVENTS; Chapter 2: THE MANAGEMENT PHILOSOPHY; REPORTING LINES; Chapter 3: THE MANAGEMENT OF RISK; MARKET RISK; CHARACTERISTICS OF THE PRODUCTS USED; MANAGEMENT RISK; INADEQUATE PROCEDURES AND CONTROLS; INFORMATION OR REPORTING RISK; MARKET OR PRINCIPAL RISK; CREDIT OR COUNTERPARTY RISK; OPERATIONAL RISK
MEANS OF REDUCING SETTLEMENT RISKPERSONNEL/HR RISK; LIQUIDITY RISK; SYSTEMIC RISK; FINANCIAL OR TREASURY RISK; TECHNOLOGY RISK; SYSTEMS FAILURES; TECHNOLOGY AWARENESS; LEGAL RISK; REGULATORY RISK; REPUTATION RISK; OTHER RISKS; Malicious risk; Country risk; Understanding risk; Controlling risk; Strategic controls; MANAGEMENT RESPONSIBILITY; ROLE OF RISK MANAGEMENT; The risk management process; Risk management departments; Staff training; Chapter 4: SECURITIES FINANCING; WHAT IS SECURITIES FINANCING?; STOCK LENDING; SECURITIES LENDING PROCESS FLOWS; LOAN INITIATION DELIVERY OF COLLATERAL AND SECURITIESMANAGEMENT OF BENEFITS AND COLLATERAL; RETURN/RECALL OF SECURITIES; PAYMENT OF FEES; LENDING AGREEMENT; REPURCHASE AGREEMENTS (REPOS); COLLATERAL; SECURITISATION; Chapter 5: TREASURY AND FUNDING; CASE STUDY; UNSECURED BORROWING; SECURED BORROWING; Money market instruments; Derivatives; Foreign exchange; Treasury settlements; Cash management; Risk in treasury settlement; Chapter 6: RESOURCE MANAGEMENT; PRESSURES ON RESOURCE; DEFINING RESOURCE; TRAINING AND DEVELOPING PEOPLE; CONTINGENCY PLANNING; RESTRUCTURING; TRAINING AND PERSONAL DEVELOPMENT SUCCESSION PLANNINGDEALING WITH PEOPLE; THE WORKING ENVIRONMENT; MANAGING SYSTEMS; TECHNICAL PERFORMANCE; OPERATIONAL PERFORMANCE; DIFFICULT PEOPLE; MOTIVATION; NO MOTIVATION MEANS TROUBLE IS BREWING; PERFORMANCE MEASUREMENT; MANAGEMENT OF PEOPLE; Chapter 7: TECHNOLOGY IN OPERATIONS; TIMING AND RESOURCING; LOSS OF KEY PERSONNEL; MANAGING THE OPERATIONS FUNCTION THROUGH THE PROJECT; POST-IMPLEMENTATION; TECHNOLOGY AND THE FUTURE; Chapter 8: PROCEDURAL DOCUMENTATION - CAPTURING THE KNOWLEDGE BASE; THE HISTORICAL PERSPECTIVE; THE BENEFITS OF GOOD DOCUMENTATION WHAT IS GOOD PROCEDURAL DOCUMENTATION?IN-HOUSE OR OUTSOURCE?; 1 Skill; 2 Time; 3 Cost; MAINTAINING, CONTROLLING AND DISTRIBUTING THE DOCUMENTATION; Chapter 9: CLIENT MANAGEMENT; CUSTOMER RELATIONSHIPS; THE APPROACH TO CUSTOMER RELATIONSHIPS AND THE 'CLIENT CULTURE'; KNOW YOUR CLIENT; General guide to account opening and customer identification; MONEY LAUNDERING; DEFINING THE SERVICE AND ESTABLISHING RELATIONSHIPS; What is considered as client service?; ESTABLISHING RELATIONSHIPS; THE MANAGER'S ROLE IN RELATIONSHIP MANAGEMENT; STRUCTURE OF THE OPERATIONS FUNCTION; RESPONSIBILITY MEASURING SERVICE LEVELS |
| Record Nr. | UNINA-9910830841203321 |
|
Loader David
|
||
| Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Advanced operations management / / David Loader
| Advanced operations management / / David Loader |
| Autore | Loader David |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 |
| Descrizione fisica | 1 online resource (354 p.) |
| Disciplina | 658.5 |
| Collana | Securities Institute |
| Soggetto topico |
Production management
Industrial management |
| ISBN |
1-119-20924-2
1-280-73965-7 9786610739653 0-470-03179-4 |
| Classificazione |
336.1
658.5 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
COVER; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: THE CHALLENGE; THE PROFILE OF OPERATIONS; OPERATIONS IS A BUSINESS; THE CHALLENGE OF CHANGE; THE CHALLENGE OF MANAGEMENT STYLE; THE CHALLENGE OF GLOBAL MARKETS; THE CHALLENGE OF PERSONAL GOALS; THE CHALLENGE OF DEALING WITH EVENTS; Chapter 2: THE MANAGEMENT PHILOSOPHY; REPORTING LINES; Chapter 3: THE MANAGEMENT OF RISK; MARKET RISK; CHARACTERISTICS OF THE PRODUCTS USED; MANAGEMENT RISK; INADEQUATE PROCEDURES AND CONTROLS; INFORMATION OR REPORTING RISK; MARKET OR PRINCIPAL RISK; CREDIT OR COUNTERPARTY RISK; OPERATIONAL RISK
MEANS OF REDUCING SETTLEMENT RISKPERSONNEL/HR RISK; LIQUIDITY RISK; SYSTEMIC RISK; FINANCIAL OR TREASURY RISK; TECHNOLOGY RISK; SYSTEMS FAILURES; TECHNOLOGY AWARENESS; LEGAL RISK; REGULATORY RISK; REPUTATION RISK; OTHER RISKS; Malicious risk; Country risk; Understanding risk; Controlling risk; Strategic controls; MANAGEMENT RESPONSIBILITY; ROLE OF RISK MANAGEMENT; The risk management process; Risk management departments; Staff training; Chapter 4: SECURITIES FINANCING; WHAT IS SECURITIES FINANCING?; STOCK LENDING; SECURITIES LENDING PROCESS FLOWS; LOAN INITIATION DELIVERY OF COLLATERAL AND SECURITIESMANAGEMENT OF BENEFITS AND COLLATERAL; RETURN/RECALL OF SECURITIES; PAYMENT OF FEES; LENDING AGREEMENT; REPURCHASE AGREEMENTS (REPOS); COLLATERAL; SECURITISATION; Chapter 5: TREASURY AND FUNDING; CASE STUDY; UNSECURED BORROWING; SECURED BORROWING; Money market instruments; Derivatives; Foreign exchange; Treasury settlements; Cash management; Risk in treasury settlement; Chapter 6: RESOURCE MANAGEMENT; PRESSURES ON RESOURCE; DEFINING RESOURCE; TRAINING AND DEVELOPING PEOPLE; CONTINGENCY PLANNING; RESTRUCTURING; TRAINING AND PERSONAL DEVELOPMENT SUCCESSION PLANNINGDEALING WITH PEOPLE; THE WORKING ENVIRONMENT; MANAGING SYSTEMS; TECHNICAL PERFORMANCE; OPERATIONAL PERFORMANCE; DIFFICULT PEOPLE; MOTIVATION; NO MOTIVATION MEANS TROUBLE IS BREWING; PERFORMANCE MEASUREMENT; MANAGEMENT OF PEOPLE; Chapter 7: TECHNOLOGY IN OPERATIONS; TIMING AND RESOURCING; LOSS OF KEY PERSONNEL; MANAGING THE OPERATIONS FUNCTION THROUGH THE PROJECT; POST-IMPLEMENTATION; TECHNOLOGY AND THE FUTURE; Chapter 8: PROCEDURAL DOCUMENTATION - CAPTURING THE KNOWLEDGE BASE; THE HISTORICAL PERSPECTIVE; THE BENEFITS OF GOOD DOCUMENTATION WHAT IS GOOD PROCEDURAL DOCUMENTATION?IN-HOUSE OR OUTSOURCE?; 1 Skill; 2 Time; 3 Cost; MAINTAINING, CONTROLLING AND DISTRIBUTING THE DOCUMENTATION; Chapter 9: CLIENT MANAGEMENT; CUSTOMER RELATIONSHIPS; THE APPROACH TO CUSTOMER RELATIONSHIPS AND THE 'CLIENT CULTURE'; KNOW YOUR CLIENT; General guide to account opening and customer identification; MONEY LAUNDERING; DEFINING THE SERVICE AND ESTABLISHING RELATIONSHIPS; What is considered as client service?; ESTABLISHING RELATIONSHIPS; THE MANAGER'S ROLE IN RELATIONSHIP MANAGEMENT; STRUCTURE OF THE OPERATIONS FUNCTION; RESPONSIBILITY MEASURING SERVICE LEVELS |
| Record Nr. | UNINA-9910877771703321 |
|
Loader David
|
||
| Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Clearing and settlement of derivatives [[electronic resource] /] / David Loader
| Clearing and settlement of derivatives [[electronic resource] /] / David Loader |
| Autore | Loader David |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Amsterdam, : Elsevier, 2005 |
| Descrizione fisica | 1 online resource (293 p.) |
| Disciplina | 332.6457 |
| Collana | Elsevier finance |
| Soggetto topico | Derivative securities |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-280-63905-9
9786610639052 0-08-045635-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Contents; Preface; Acknowledgements; Disclaimer; The development of futures and options and OTC derivatives; The first futures market; The emergence of financial futures and options markets; The first options markets; Summary; Derivative products; Over-the-counter derivatives; The role of the clearing house; Eurex AG; The Options Clearing Corporation (OCC); LCH.Clearnet; Risk management; Summary; Futures processing; Futures trading; Clearing process; Use of futures; Futures clearing and settlement; Variation margin; Initial margin; Futures delivery; The delivery process
LCH.Clearnet.Clearnet delivery proceduresThe process of delivery; The delivery process of Gilts through CREST; Commodity futures delivery; Physical delivery of LME contracts; The SWORD system; Soft commodities; Workflow road map; Summary; Options processing; Workflow road map; Option exercise and assignment; Exercise and assignment procedures; Delivery; Summary; OTC products; Forward rate agreements; Swaps; Equity swap cash flow; Over-the-counter options; Settlement of OTC products; The post-trade environment; Event calendar; Communication/Information; Other settlement issues Accounting and regulatory issuesSwapClear; Benefits of netting; SwapsWire; Summary; Using derivatives in investment management; Introduction; Basic illustration of derivatives use in asset allocation; Income enhancement; Hedging; Speculation and exposure taking; Use of OTC derivatives; Regulation and compliance; Summary; Margin and collateral; Initial margin; An explanation of delta; Intra-day margin; Spot month margin; Margin methods; Margin offsets; Variation margin; Tick size; Option margin; Settlement of option margin; Collateral; Acceptable collateral; Margining to a client Single currency margining and settlementMargining OTC positions; Summary; Impact of corporate actions; Introduction; OTC derivatives; Summary; Operational risk; Identifying and managing specific risks; Mapping operational risk in a derivatives operations environment; Specific operational risks; Recognising, measuring and managing operational risk; Summary; Glossary of derivatives terms; Appendix; Euronext.liffe equity index future contract specification; Euronext.liffe listed option contracts; IPE exchange for physicals; IPE expiry dates; LME copper brands FSA derivatives and warrants risk warningUseful websites and suggested further reading; Euronext.liffe corporate action policy; SPAN; TIMS; Index |
| Record Nr. | UNINA-9910457724803321 |
|
Loader David
|
||
| Amsterdam, : Elsevier, 2005 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Clearing and settlement of derivatives [[electronic resource] /] / David Loader
| Clearing and settlement of derivatives [[electronic resource] /] / David Loader |
| Autore | Loader David |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Amsterdam, : Elsevier, 2005 |
| Descrizione fisica | 1 online resource (293 p.) |
| Disciplina | 332.6457 |
| Collana | Elsevier finance |
| Soggetto topico | Derivative securities |
| ISBN |
1-280-63905-9
9786610639052 0-08-045635-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Contents; Preface; Acknowledgements; Disclaimer; The development of futures and options and OTC derivatives; The first futures market; The emergence of financial futures and options markets; The first options markets; Summary; Derivative products; Over-the-counter derivatives; The role of the clearing house; Eurex AG; The Options Clearing Corporation (OCC); LCH.Clearnet; Risk management; Summary; Futures processing; Futures trading; Clearing process; Use of futures; Futures clearing and settlement; Variation margin; Initial margin; Futures delivery; The delivery process
LCH.Clearnet.Clearnet delivery proceduresThe process of delivery; The delivery process of Gilts through CREST; Commodity futures delivery; Physical delivery of LME contracts; The SWORD system; Soft commodities; Workflow road map; Summary; Options processing; Workflow road map; Option exercise and assignment; Exercise and assignment procedures; Delivery; Summary; OTC products; Forward rate agreements; Swaps; Equity swap cash flow; Over-the-counter options; Settlement of OTC products; The post-trade environment; Event calendar; Communication/Information; Other settlement issues Accounting and regulatory issuesSwapClear; Benefits of netting; SwapsWire; Summary; Using derivatives in investment management; Introduction; Basic illustration of derivatives use in asset allocation; Income enhancement; Hedging; Speculation and exposure taking; Use of OTC derivatives; Regulation and compliance; Summary; Margin and collateral; Initial margin; An explanation of delta; Intra-day margin; Spot month margin; Margin methods; Margin offsets; Variation margin; Tick size; Option margin; Settlement of option margin; Collateral; Acceptable collateral; Margining to a client Single currency margining and settlementMargining OTC positions; Summary; Impact of corporate actions; Introduction; OTC derivatives; Summary; Operational risk; Identifying and managing specific risks; Mapping operational risk in a derivatives operations environment; Specific operational risks; Recognising, measuring and managing operational risk; Summary; Glossary of derivatives terms; Appendix; Euronext.liffe equity index future contract specification; Euronext.liffe listed option contracts; IPE exchange for physicals; IPE expiry dates; LME copper brands FSA derivatives and warrants risk warningUseful websites and suggested further reading; Euronext.liffe corporate action policy; SPAN; TIMS; Index |
| Record Nr. | UNINA-9910784447803321 |
|
Loader David
|
||
| Amsterdam, : Elsevier, 2005 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Clearing and settlement of derivatives / / David Loader
| Clearing and settlement of derivatives / / David Loader |
| Autore | Loader David |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Amsterdam, : Elsevier, 2005 |
| Descrizione fisica | 1 online resource (293 p.) |
| Disciplina | 332.6457 |
| Collana | Elsevier finance |
| Soggetto topico | Derivative securities |
| ISBN |
1-280-63905-9
9786610639052 0-08-045635-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Contents; Preface; Acknowledgements; Disclaimer; The development of futures and options and OTC derivatives; The first futures market; The emergence of financial futures and options markets; The first options markets; Summary; Derivative products; Over-the-counter derivatives; The role of the clearing house; Eurex AG; The Options Clearing Corporation (OCC); LCH.Clearnet; Risk management; Summary; Futures processing; Futures trading; Clearing process; Use of futures; Futures clearing and settlement; Variation margin; Initial margin; Futures delivery; The delivery process
LCH.Clearnet.Clearnet delivery proceduresThe process of delivery; The delivery process of Gilts through CREST; Commodity futures delivery; Physical delivery of LME contracts; The SWORD system; Soft commodities; Workflow road map; Summary; Options processing; Workflow road map; Option exercise and assignment; Exercise and assignment procedures; Delivery; Summary; OTC products; Forward rate agreements; Swaps; Equity swap cash flow; Over-the-counter options; Settlement of OTC products; The post-trade environment; Event calendar; Communication/Information; Other settlement issues Accounting and regulatory issuesSwapClear; Benefits of netting; SwapsWire; Summary; Using derivatives in investment management; Introduction; Basic illustration of derivatives use in asset allocation; Income enhancement; Hedging; Speculation and exposure taking; Use of OTC derivatives; Regulation and compliance; Summary; Margin and collateral; Initial margin; An explanation of delta; Intra-day margin; Spot month margin; Margin methods; Margin offsets; Variation margin; Tick size; Option margin; Settlement of option margin; Collateral; Acceptable collateral; Margining to a client Single currency margining and settlementMargining OTC positions; Summary; Impact of corporate actions; Introduction; OTC derivatives; Summary; Operational risk; Identifying and managing specific risks; Mapping operational risk in a derivatives operations environment; Specific operational risks; Recognising, measuring and managing operational risk; Summary; Glossary of derivatives terms; Appendix; Euronext.liffe equity index future contract specification; Euronext.liffe listed option contracts; IPE exchange for physicals; IPE expiry dates; LME copper brands FSA derivatives and warrants risk warningUseful websites and suggested further reading; Euronext.liffe corporate action policy; SPAN; TIMS; Index |
| Record Nr. | UNINA-9910823735603321 |
|
Loader David
|
||
| Amsterdam, : Elsevier, 2005 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Fundamentals of fund administration [[electronic resource] ] : a complete guide from fund set up to settlement and beyond / / David Loader
| Fundamentals of fund administration [[electronic resource] ] : a complete guide from fund set up to settlement and beyond / / David Loader |
| Autore | Loader David |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 |
| Descrizione fisica | 1 online resource (217 p.) |
| Disciplina | 332.6327 |
| Collana | Elsevier finance |
| Soggetto topico |
Hedge funds - Management
Mutual funds - Management |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-280-74741-2
9786610747412 0-08-046815-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright Page; Table of Contents; Introduction; Chapter 1 Understanding the Investment Environment; Investment funds; Structure of funds; Investment company; Authorised and unauthorised funds; Onshore and offshore funds; Portfolio investment; Markets and investments; Investment drivers; Products and assets used in portfolio management; Chapter 2 Hedge Funds; Market neutral (or relative value) funds; Long/short funds; Tactical trading; Global asset allocation funds; Event-driven funds; Short-selling funds; Arbitrage funds; Tax issues; Regulatory issues; Business issues
Investment issues Marketing issues; Operational issues; Defining responsibilities; Fund set-up summary; Chapter 3 Mutual Funds and OEICs; Background; OEICs; Dilution levy; Share classes; Currency class shares; Different rights; Advantages over unit trusts; Hedge vs mutual funds: A comparison; Chapter 4 Private Equity; Definition of carried interest; Venture capital funds; Fund administration; Chapter 5 Unit Trusts; Origins of the unit trust; Buying and selling units; Charges; Chapter 6 The Role of the Fund Administrator; Reconciliation; Administration workflow; Hedge fund administration Structure Global reach and location; Business considerations; Technology; Fees; Fund launches; Accounting; Compliance services; Summary; Chapter 7 Portfolio Administration; Assets of the fund; Margin and collateral; Asset trades; Income and entitlements; Unmatched transactions; Unsettled transactions; Claims; Chapter 8 NAV, Pricing and Valuations; Pricing of funds; Hedge fund pricing; Pricing assets; Pricing controls; Equalisation; Summary; Glossary of Fund Administration Terms; Useful Websites and Suggested Further Reading; Websites; Suggested further reading; Appendix 1 Regulatory differences Fees; Investment strategies and application; Pricing and liquidity; Types of investor; Appendix 2; Index |
| Record Nr. | UNINA-9910457938503321 |
|
Loader David
|
||
| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Fundamentals of fund administration [[electronic resource] ] : a complete guide from fund set up to settlement and beyond / / David Loader
| Fundamentals of fund administration [[electronic resource] ] : a complete guide from fund set up to settlement and beyond / / David Loader |
| Autore | Loader David |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 |
| Descrizione fisica | 1 online resource (217 p.) |
| Disciplina | 332.6327 |
| Collana | Elsevier finance |
| Soggetto topico |
Hedge funds - Management
Mutual funds - Management |
| ISBN |
1-280-74741-2
9786610747412 0-08-046815-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright Page; Table of Contents; Introduction; Chapter 1 Understanding the Investment Environment; Investment funds; Structure of funds; Investment company; Authorised and unauthorised funds; Onshore and offshore funds; Portfolio investment; Markets and investments; Investment drivers; Products and assets used in portfolio management; Chapter 2 Hedge Funds; Market neutral (or relative value) funds; Long/short funds; Tactical trading; Global asset allocation funds; Event-driven funds; Short-selling funds; Arbitrage funds; Tax issues; Regulatory issues; Business issues
Investment issues Marketing issues; Operational issues; Defining responsibilities; Fund set-up summary; Chapter 3 Mutual Funds and OEICs; Background; OEICs; Dilution levy; Share classes; Currency class shares; Different rights; Advantages over unit trusts; Hedge vs mutual funds: A comparison; Chapter 4 Private Equity; Definition of carried interest; Venture capital funds; Fund administration; Chapter 5 Unit Trusts; Origins of the unit trust; Buying and selling units; Charges; Chapter 6 The Role of the Fund Administrator; Reconciliation; Administration workflow; Hedge fund administration Structure Global reach and location; Business considerations; Technology; Fees; Fund launches; Accounting; Compliance services; Summary; Chapter 7 Portfolio Administration; Assets of the fund; Margin and collateral; Asset trades; Income and entitlements; Unmatched transactions; Unsettled transactions; Claims; Chapter 8 NAV, Pricing and Valuations; Pricing of funds; Hedge fund pricing; Pricing assets; Pricing controls; Equalisation; Summary; Glossary of Fund Administration Terms; Useful Websites and Suggested Further Reading; Websites; Suggested further reading; Appendix 1 Regulatory differences Fees; Investment strategies and application; Pricing and liquidity; Types of investor; Appendix 2; Index |
| Record Nr. | UNINA-9910784457903321 |
|
Loader David
|
||
| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Fundamentals of fund administration : a complete guide from fund set up to settlement and beyond / / David Loader
| Fundamentals of fund administration : a complete guide from fund set up to settlement and beyond / / David Loader |
| Autore | Loader David |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 |
| Descrizione fisica | 1 online resource (217 p.) |
| Disciplina | 332.6327 |
| Collana | Elsevier finance |
| Soggetto topico |
Hedge funds - Management
Mutual funds - Management |
| ISBN |
1-280-74741-2
9786610747412 0-08-046815-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright Page; Table of Contents; Introduction; Chapter 1 Understanding the Investment Environment; Investment funds; Structure of funds; Investment company; Authorised and unauthorised funds; Onshore and offshore funds; Portfolio investment; Markets and investments; Investment drivers; Products and assets used in portfolio management; Chapter 2 Hedge Funds; Market neutral (or relative value) funds; Long/short funds; Tactical trading; Global asset allocation funds; Event-driven funds; Short-selling funds; Arbitrage funds; Tax issues; Regulatory issues; Business issues
Investment issues Marketing issues; Operational issues; Defining responsibilities; Fund set-up summary; Chapter 3 Mutual Funds and OEICs; Background; OEICs; Dilution levy; Share classes; Currency class shares; Different rights; Advantages over unit trusts; Hedge vs mutual funds: A comparison; Chapter 4 Private Equity; Definition of carried interest; Venture capital funds; Fund administration; Chapter 5 Unit Trusts; Origins of the unit trust; Buying and selling units; Charges; Chapter 6 The Role of the Fund Administrator; Reconciliation; Administration workflow; Hedge fund administration Structure Global reach and location; Business considerations; Technology; Fees; Fund launches; Accounting; Compliance services; Summary; Chapter 7 Portfolio Administration; Assets of the fund; Margin and collateral; Asset trades; Income and entitlements; Unmatched transactions; Unsettled transactions; Claims; Chapter 8 NAV, Pricing and Valuations; Pricing of funds; Hedge fund pricing; Pricing assets; Pricing controls; Equalisation; Summary; Glossary of Fund Administration Terms; Useful Websites and Suggested Further Reading; Websites; Suggested further reading; Appendix 1 Regulatory differences Fees; Investment strategies and application; Pricing and liquidity; Types of investor; Appendix 2; Index |
| Record Nr. | UNINA-9910825034303321 |
|
Loader David
|
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| Oxford ; ; Burlington, MA, : Butterworth-Heinemann, 2007 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Fundamentals of global operations management [[electronic resource] /] / David Loader
| Fundamentals of global operations management [[electronic resource] /] / David Loader |
| Autore | Loader David |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 |
| Descrizione fisica | 1 online resource (450 p.) |
| Disciplina |
658.049
658.5 |
| Collana | Securities Institute |
| Soggetto topico |
Production management
International business enterprises - Management |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-119-20921-8
1-280-73966-5 9786610739660 0-470-03180-8 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
COVER; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: OPERATIONS MANAGEMENT; Chapter 2: MARKETS; EQUITY SECURITIES; DEBT SECURITIES; DERIVATIVE MARKETS; FOREIGN EXCHANGE AND MONEY MARKETS; RETAIL AND OTHER PRODUCTS; Other products; MARKET AND PRODUCT KNOWLEDGE; Market structure and membership; Products traded; Structure and characteristics of the products; Clearing mechanisms, membership and the clearing house role; Structure of securities clearing and settlement conventions; Regulation, accounting and tax issues; Policy, procedures and controls
Chapter 3: BANKING, BROKING AND INSTITUTIONAL CLIENTSWhat are the issues for the operations managers in these scenarios?; Chapter 4: CONCEPTS OF RISK; Settlement risk; System risk; Counterparty and agent risk; Personnel risk; Regulatory risk; Legal risk; Reputational risk; Infrastructure risk; Financial risk; Disaster risk; Chapter 5: CLEARING AND SETTLEMENT; Fixed rate bonds; Floating rate notes; THE ROLE OF THE CLEARING HOUSE; The concept of margining, collateral and treasury management; Margin; Collateral; Treasury management; OTC derivatives; Products; Swaps; OTC options Settlement of OTC productsEvent calendar; Communication/Information; Other settlement issues; Accounting and regulatory issues; SwapClear; SwapsWire; Summary; Suggested further reading; CHECKLISTS; Chapter 6: CUSTODY; Chapter 7: TECHNOLOGY; Chapter 8: REGULATION AND COMPLIANCE; Basel II, Sarbanes-Oxley and UCITS Directive; Chapter 9: CLIENT SERVICES; The approach to customer relationships and the 'client culture'; Structure of client services within the operations team; Responsibility; Measuring performance; Escalation procedures; Client liaison programmes; Front-office client team Industry issuesAnalysing the competition; Developing the service; What are the potential problems in customer relationships?; Managing risk within the customer relationship; Client visits; Chapter 10: OPERATIONS IN THE FUTURE; Appendix A: UCITS III: INTRODUCTION; AGGREGATE LIMITS; TRANSFERABLE SECURITIES AND MONEY MARKET INSTRUMENTS; BANK DEPOSITS; FINANCIAL DERIVATIVES INSTRUMENTS; FUNDS OF FUNDS; INDEX TRACKING FUNDS; USE OF SUBSIDIARIES; PERMITTED ACTIVITIES OF MANAGEMENT COMPANIES; EU PASSPORT FOR MANAGEMENT COMPANIES; SIMPLIFIED PROSPECTUS; CAPITAL ADEQUACY REQUIREMENTS FURTHER INVESTOR PROTECTION MEASURESAppendix B: EXTRACTS FROM SARBANES-OXLEY ACT OF 2002; Appendix C: THE G30 TWENTY RECOMMENDATIONS; CREATING A STRENGTHENED, INTEROPERABLE GLOBAL NETWORK; MITIGATING RISK; IMPROVING GOVERNANCE; Appendix D: SOUND PRACTICES FOR THE MANAGEMENT AND SUPERVISION OF OPERATIONAL RISK (February 2003); Introduction; Background; Industry trends and practices; Sound practices; Developing an appropriate risk management environment; GLOSSARY; USEFUL WEBSITES AND SUGGESTED FURTHER READING; INDEX |
| Record Nr. | UNINA-9910143585503321 |
|
Loader David
|
||
| Chichester, England ; ; Hoboken, NJ, : John Wiley, c2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
