Managing Financial Institutions

Preface

Introduction

Part 1: Overview Financial Services Industry & Its Environment

Module I: The Financial Services Industry: Today and the Future

Chapter 1: Financial Institutions as Social Value Creators & Financial Risk Takers

Module II: Financial Markets, Interest Rates, & Their Regulatory Environment

Chapter 2: Interest Rates: Theories & Duration as an Overall Risk Measure

Chapter 3: The New Regulatory Environment & the Regulatory Dialectic

Part 2: Performance & Risk Analysis for FIs & ESG Considerations

Module III: Risk & Financial Analysis of Financial Institutions

Chapter 4: Financial Performance & Risk Analysis

Chapter 5: Capital Management

Module IV: Environmental, Social, & Governance (ESG) for FIs

Chapter 6: Social and Environmental Risks and Sustainable Financial Institutions

Part 3: Managing FI Risks

Module V: Managing Interest Rate & Foreign Exchange Risks

Chapter 7: International Markets, Foreign FX Risks, & Hedging FX Risk

Chapter 8: Hedging Interest Rate Risk with Derivatives

Part 4: Asset & Liability Management

Module VI: Asset & Liability Management and Innovations

Chapter 9: Loan Analysis, Credit Risk Management & Loan Securitization

Chapter 10: Liquidity & Liability Management

Part 5: Overview Non-Depository FIs & New Forms of Financing

Module VII: Contractual Financial Institutions & Mutual Funds

Chapter 11: Insurance Companies: Overview, Operations, and Performance Analysis

Chapter 12: Mutual Fund and Pension Management

Module VIII: Securities Firms & Venture Capital & Crowd Funding

Chapter 13: Investment Banks & Securities Firms & Dark Pools & High Frequency Trading

Chapter 14: Shadow Banking, Finance Companies & Diversified Financial Firms, Venture Capital, Crowd Funding, & Microfinance

Appendix A: Overview Liquidity Analysis

Appendix B: Mini-Loan Analysis Cases

Appendix C: Mini Financial Institution Analysis Cases

Appendix D: Text Chapter Mapping: HBS Business School Publishing Cases

Glossary