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24
Feb
0
Money Market
Notes
Short term (< 1 year).
Safest form of investment.
Low risk / low return.
Marketable.
Highly liquid.
Instruments
Bankers Acceptances
– Company issued paper guaranteed by a bank.
Brokers’ Calls
– Rate at which brokers borrow from the bank.
Certificates of Deposit (CDs)
– Bank issued.
Commercial Paper (CP)
– Company issued.
Eurodollars
– Dollar denominated deposits outside the US (Euro = outside).
Fed Funds
– Deposits by banks with the Federal Reserve / Central Banks. Loans between banks (overnight).
London Inter-Bank Offered Rate (LIBOR).
Repurchase Agreements (Repos/Reverse Repos)
– Short term loans (overnight).
US Treasury Bills (T-Bills)
– Government issued.
Admin
Financial Instruments
,
Financial Markets
24
Feb
0
The Investment Process
(1) Top Down Approach
Asset Allocation Process
Commonly used method by Fund Managers
Determine sectors or industries, i.e. Global Industry Classification Standard (GICS)
Communication Services
Consumer Discretionary
Consumer Staples
Energy
Financials
Health Care
Industrials
Information Technology
Materials
Real Estate
Utilities
Determine assets for sectors (industries)
(2) Bottom Up Approach
Security Selection Process
Commonly used method by Hedge Fund Managers
Efficient Markets
Active Management
Passive Management
Admin
Financial Markets
9
Dec
0
Central Banks
Afghanistan
– Da Afghanistan Bank
Albania
– Banka e Shqipërisë
Algeria
– Banque d’Algérie
Angola
– Banco Nacional de Angola
Argentina
– Banco Central de la República Argentina (BCRA)
Armenia
– Hayastani Hanrapetut’yun Kentronakan Bank (CBA)
Aruba
– Centrale Bank van Aruba (CBA)
Australia
– Reserve Bank of Australia (RBA)
Austria
– Oesterreichische Nationalbank (OeNB)
Azerbaijan
–
Azərbaycan Mərkəzi Bankı
Bahamas
– Central Bank of The Bahamas
Bahrain
– Central Bank of Bahrain (CBB)
Bangladesh
– Bangladesh Bank (BB)
Barbados
– Central Bank of Barbados (CBB)
Belarus
– National Bank of the Republic of Belarus (NBRB)
Belgium
– Nationale Bank van België
Belize
– Central Bank of Belize
Benin
– Central Bank of West African States (BCEAO)
Bermuda
– Bermuda Monetary Authority (BMA)
Bhutan
– Royal Monetary Authority of Bhutan (RMA)
Bolivia
– Banco Central de Bolivia
Bosnia and Herzegovina
– Central Bank of Bosnia and Herzegovina
Botswana
– Bank of Botswana
Brazil
– Central Bank of Brazil
Brunei Darussalam
– Monetary Authority of Brunei Darussalam (AMBD)
Bulgaria
– Bulgarian National Bank (BNB)
Burkina Faso
– Central Bank of West African States (BCEAO)
Burundi
– Banque de la République du Burundi
Cambodia
– National Bank of Cambodia
Cameroon
– Banque des États de l’Afrique Centrale
Canada
– Bank of Canada
Cape Verde
– Banco de Cabo Verde
Cayman Islands
– Cayman Islands Monetary Authority
Central African Republic
– Banque des États de l’Afrique Centrale
Chad
– Banque des États de l’Afrique Centrale
Chile
– Banco Central de Chile
China
– The People’s Bank of China
Colombia
– Banco de la República
Congo
– Banque des États de l’Afrique Centrale
Congo
– Banque Centrale du Congo
Costa Rica
– Banco Central de Costa Rica
Croatia
– Croatian National Bank (HNB)
Cuba
– Banco Central de Cuba
Curaçao
– Central Bank of Curaçao and Sint Maarten
Cyprus
– Central Bank of Cyprus
Czech Republic
– Czech National Bank
Denmark
– Danmarks Nationalbank
Dominican Republic
– Banco Central de la República Dominicana
Ecuador
– Central Bank of Ecuador
Egypt
– Central Bank of Egypt (CBE)
El Salvador
– Banco Central de Reserva de El Salvador
Equatorial Guinea
– Banque des États de l’Afrique Centrale
Estonia
– Bank of Estonia (Eesti Pank)
Eswatini
– The Central Bank of Eswatini
Ethiopia
– National Bank of Ethiopia (NBE)
European Union
– European Central Bank (ECB)
Fiji
– Reserve Bank of Fiji
Finland
– Bank of Finland
France
– Banque of France
Gabon
– Banque des États de l’Afrique Centrale
Gambia
– Central Bank of The Gambia (CBG)
Georgia
– National Bank of Georgia
Germany
– Deutsche Bundesbank
Ghana
– Bank of Ghana
Greece
– Bank of Greece
Guatemala
– Banco de Guatemala
Guinea
– Banque Centrale de la République de Guinée
Guinea-Bissau
– Central Bank of West African States (BCEAO)
Guyana
– Bank of Guyana
Haiti
– Bank of the Republic of Haiti
Honduras
– Central Bank of Honduras
Hong Kong SAR
– Hong Kong Monetary Authority
Hungary
– Magyar Nemzeti Bank (MNB)
Iceland
– Central Bank of Iceland
India
– Reserve Bank of India
Indonesia
– Bank Indonesia
Iran
– Central Bank of the Islamic Republic of Iran
Iraq
– Central Bank of Iraq (CBI)
Ireland
– Central Bank of Ireland
Israel
– Bank of Israel
Italy
– Bank of Italy (Banca d’Italia)
Ivory Coast
– Central Bank of West African States (BCEAO)
Jamaica
– Bank of Jamaica
Japan
– Bank of Japan
Jordan
– Central Bank of Jordan
Kazakhstan
– National Bank of Kazakhstan
Kenya
– Central Bank of Kenya
Korea, South
– Bank of Korea
Kosovo
– Central Bank of the Republic of Kosovo
Kuwait
– Central Bank of Kuwait
Kyrgyzstan
– National Bank of the Kyrgyz Republic
Lao
– Bank of the People’s Democratic Republic Bank of Lao
Latvia
– Bank of Latvia
Lebanon
– Banque Du Liban
Lesotho
– Banka E Kholo Ea Lesotho
Liberia
– Central Bank of Liberia
Libya
– Central Bank of Libya
Lithuania
– Lietuvos Bankas
Luxembourg
– Banque Centrale Du Luxembourg
Macao SAR
– Monetary Authority of Macao
Macedonia, North
– National Bank of the Republic of North Macedonia
Madagascar
– Banque Centrale de Madagascar
Malawi
– Reserve Bank of Malawi (RBM)
Malaysia
– Bank Negara Malaysia
Maldives
– Maldives Monetary Authority (MMA)
Mali
– Central Bank of West African States (BCEAO)
Malta
– Bank Ċentrali ta’ Malta
Mauritius
– Bank of Mauritius
Mexico
– Banco de México
Moldova
– National Bank of Moldova (NBM)
Mongolia
– Mongolbank
Montenegro
– Centralna Banka Crne Gore
Morocco
– Bank Al-Maghrib
Mozambique
– Banco de Moçambique
Myanmar
– Central Bank of Myanmar (CBM)
Namibia
– Bank of Namibia
Nepal
– Nepal Rastra Bank (NRB)
Netherlands
– De Nederlandsche Bank (DNB)
New Zealand
– Reserve Bank of New Zealand (RBNZ)
Nicaragua
– Banco Central de Nicaragua
Niger
– Central Bank of West African States (BCEAO)
Nigeria
– Central Bank of Nigeria (CBN)
Norway
– Norges Bank
Oman
– Central Bank of Oman
Organization of Eastern Caribbean States (OECS)
– Eastern Caribbean Central Bank (ECCB)
Pakistan
– State Bank of Pakistan (SBP)
Palestine
– Palestine Monetary Authority (PMA)
Panama
– Banco Nacional de Panamá
Papua New Guinea
– Bank of Papua New Guinea
Paraguay
– Banco Central del Paraguay
Peru
– Banco Central de Reserva del Perú (BCRP)
Philippines
– Bangko Sentral ng Pilipinas (BSP)
Poland
– Narodowy Bank Polski (NBP)
Portugal
– Banco de Portugal
Qatar
– Qatar Central Bank
Romania
– Banca Naţională a României
Russian Federation
– Central Bank of the Russian Federation
Rwanda
– National Bank of Rwanda (BNR)
Samoa
– Central Bank of Samoa (CBS)
San Marino
– Banca Centrale della Repubblica di San Marino (CBSM)
Saudi Arabia
– Saudi Arabian Monetary Authority
Senegal
– Central Bank of West African States (BCEAO)
Serbia
– Narodna banka Srbije
Seychelles
– Central Bank of Seychelles (CBS)
Sierra Leone
– Bank of Sierra Leone
Singapore
– Monetary Authority of Singapore (MAS)
Slovakia
– Národná banka Slovenska
Slovenia
– Banka Slovenije
Solomon Islands
– Central Bank of Solomon Islands (CBSI)
South Africa
– Suid Afrikaanse Reserwebank (SARB)
Spain
– Banco de España
Sri Lanka
– Central Bank of Sri Lanka (CBSL)
Sudan
– Central Bank of Sudan (CBOS)
Suriname
– Centrale Bank van Suriname
Sweden
– Sveriges Riksbank
Switzerland
– Schweizerische Nationalbank (SNB)
Syria
– Central Bank of Syria
Tajikistan
– National Bank of the Republic of Tajikistan
Tanzania
– United Republic of Bank of Tanzania
Thailand
– Bank of Thailand
Togo
– Central Bank of West African States (BCEAO)
Tonga
– National Reserve Bank of Tonga
Trinidad and Tobago
– Central Bank of Trinidad and Tobago
Tunisia
– Central Bank of Tunisia (BCT)
Turkey
– Central Bank of the Republic of Turkey (TCMB)
Turkmenistan
– Central Bank of Turkmenistan
Uganda
– Bank of Uganda
Ukraine
– National Bank of Ukraine (NBU)
United Arab Emirates
– Central Bank of the United Arab Emirates
United Kingdom
– Bank of England (BoE)
United States
– Board of Governors of the Federal Reserve System
Federal Reserve Bank of Atlanta
Federal Reserve Bank of Boston
Federal Reserve Bank of Chicago
Federal Reserve Bank of Cleveland
Federal Reserve Bank of Dallas
Federal Reserve Bank of Kansas City
Federal Reserve Bank of Minneapolis
Federal Reserve Bank of New York
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of Richmond
Federal Reserve Bank of San Francisco
Federal Reserve Bank of St Louis
Uruguay
– Banco Central del Uruguay
Uzbekistan
– Central Bank of the Republic of Uzbekistan
Vanuatu
– Reserve Bank of Vanuatu
Venezuela
– Banco Central de Venezuela
Vietnam
– State Bank of Vietnam (SBV)
Yemen
– Central Bank of Yemen
Zambia
– Bank of Zambia (BOZ)
Zimbabwe
– Reserve Bank of Zimbabwe
Admin
Financial Institutions
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Links
9
Dec
0
Commercial Banks, Credit Unions and Building Societies
ANZ
– Australia and New Zealand Banking Group
Bank of Melbourne
Bank SA
Bankwest
Bendigo and Adelaide Bank
BOC – Bank of Queensland
CBA
– Commonwealth Bank of Australia
Citibank
HSBC – The Hong Kong and Shanghai Banking Corporation
ING – ING Bank (Australia)
ME Bank
NAB
– National Australia Bank
St. George Bank
Suncorp
UBank
Westpac
– Westpac Banking Corporation
ABS Building Society (a division of Greater Building Society Ltd)
Adelaide Bank (a division of Bendigo and Adelaide Bank Limited)
Advance Bank Australia (a division of Westpac Banking Corp)
AMP Bank Limited
Arab Bank Australia Limited
Australia & New Zealand Banking Group Limited
Australia Post (Money Orders)
Australian Military Bank Limited
Australian Settlements Limited
Auswide Bank Ltd
B&E Limited
Bank of America National Association
Bank of China
Bank of China (Australia) Limited
Bank of Communications Co. Ltd Sydney Branch
Bank of Melbourne (a division of Westpac Banking Corp)
Bank of Queensland Limited
Bank of Sydney Ltd
Bank of Tokyo-Mitsubishi UFJ Ltd (The)
Bankers Trust Australia (a division of Westpac Banking Corp)
Bankwest (a division of Commonwealth Bank of Australia)
Bendigo and Adelaide Bank Limited
Beyond Bank Australia (a trading name of Community CPS Australia Limited)
Big Sky Building Society Limited
BNP Paribas
BNP Paribas Securities Services
BOM Bank of Melbourne (a division of Westpac Banking Corp)
BOQ Specialist (a division of Bank of Queensland Limited)
BSA BankSA (a division of Westpac Banking Corp)
Capricornian Ltd (The)
China Construction Bank Corporation Sydney Branch
Citibank N.A.
Citigroup Pty Limited
Commonwealth Bank of Australia
Community First Credit Union Limited
Community Mutual Ltd
Credit Union Australia Limited
Cuscal Limited
Defence Bank Limited
Delphi Bank (a division of Bendigo and Adelaide Bank Limited)
Deutsche Bank Aktiengesellschaft
ECU Australia Ltd
Encompass Credit Union Ltd
G&C Mutual Bank (a trading name of SGE Mutual Limited)
Gateway Credit Union Limited
Greater Building Society Ltd
Heritage Bank Limited
Heritage Isle Credit Union Ltd
Holiday Coast Credit Union Ltd
Home Building Society (a division of Bank of Queensland Limited)
Hongkong & Shanghai Banking Corporation Limited (The) Australian Branch
HSBC Bank Australia Limited
Hume Bank Limited
IMB Ltd
Indue Ltd
Industrial and Commercial Bank of China Limited
ING Bank (Australia) Limited
ING Bank NV (Sydney Branch)
JP Morgan Chase Bank National Association
Macquarie Bank Limited
Maitland Mutual Building Society Limited
Maritime Mining & Power Credit Union Ltd
Mecu Limited (trading as Bank Australia)
Mega International Commercial Bank Co Ltd
Members Equity Pty Limited
Mizuho Bank Ltd
National Australia Bank Limited
Newcastle Permanent Building Society Ltd
Oversea-Chinese Banking Corporation Limited
Police & Nurses Limited
Police Bank Ltd (trading as Police Bank)
QT Mutual Bank Ltd
Rabobank Australia Limited
Railways Credit Union Limited t/a myMOVE
Rock The (a division of MyState Bank Limited)
Royal Bank of Scotland PLC Australia Branch (The)
Select Credit Union Ltd
Southern Cross Credit Union Ltd
St.George Bank (a division of Westpac Banking Corp)
State Street Bank and Trust Company
STG St.George Bank (a division of Westpac Banking Corp)
Sumitomo Mitsui Banking Corporation
Summerland Credit Union Ltd
Suncorp-Metway Limited
Sutherland Credit Union Ltd
Taiwan Business Bank Sydney Branch
TBT Commonwealth Bank of Australia
Teachers Mutual Bank Limited
Tyro Payments Limited
UBS AG Australia Branch
United Overseas Bank Limited
Uniting Financial Services
Warwick Credit Union Ltd
Westpac Banking Corporation
Admin
Links
9
Dec
0
Associations
AFMA
– Australian Financial Markets Association
ASFA
– The Association of Superannuation Funds of Australia
Australian Banking Association
Australian Investors Association
FPA
– Financial Planning Association of Australia
IBSA
– International Banking & Security Association
RIAA
– Responsible Investment Association Australasia
SMSF
– Self Managed Super Fund Association
Admin
Links
9
Dec
0
Regulatory Authorities
AASB –
Australian Accounting Standards Board
ACCC
– Australian Competition & Consumer Commission
AFCA
– Australian Financial Complaints Authority
APRA
– Australian Prudential Regulation Authority
ASIC
– Australian Securities & Investments Commission
ATO
– Australian Taxation Office
FOFA
– Future of Financial Advice
Misconduct in the Banking, Superannuation and Financial Services Industry
Admin
Links
9
Dec
0
Credit Rating Agencies
Fitch
Ratings
Moody’s
Investors Service
Standard & Poor’s
Financial Services
Admin
Links
9
Dec
0
Investment Banks
Front Office
Trading
Investment Banking
Research and Investment Management
Middle Office
Risk Measurement
Risk Management
Reporting
Back Office
Accounting
Bookkeeping
Auditing
Compliance
Other
Off-Balance Sheet Advisory Services
Links
Allen & Company
Alliance Bernstein
ANZ
Arma Partners
Bank of America
Barclays
BBY Ltd
Blackstone Group
BNP Paribas
Brown Brothers Harriman
Brown, Shipley & Co.
BTG Pactual
C.W. Downer & Co.
Cain Brothers
Canaccord Financial Inc
Cantor Fitzgerald
Capital Investment Partners
Capstone Partners
Centerview Partners
China International Capital Corporation
CITIC Securities
Citigroup (Citi Institutional Clients Group)
Close Brothers Group
CLSA
Collins Stewart Hawkpoint
Corporate Finance Associates
Cowen Group
Credit Suisse
Daewoo Securities
Defoe Fournier & Cie.
Deutsche Bank
Duff & Phelps
Europa Partners
Evercore Partners
FBR Capital Markets
Financo
Foros Group
Gleacher & Co.
Goldman Sachs
Greenhill & Co.
Guggenheim Partners
Guosen Securities
Houlihan Lokey
HSBC
Imperial Capital
Investec
Investment Technology Group
Janney Montgomery Scott
Jefferies & Co.
JPMorgan Chase
Keefe, Bruyette & Woods
Ladenburg Thalmann
Lazard
Lincoln International
M. M. Warburg & Co
Macquarie International
Marathon Capital
Mediobanca
Miller Buckfire & Co.
Moelis & Company
Morgan Keegan & Company
Morgan Stanley
N M Rothschild & Sons
Needham and Company
Newedge
Oppenheimer & Co.
Panmure Gordon
Park Lane
Perella Weinberg Partners
Piper Jaffray
Pottinger
Raymond James
Robert W. Baird & Company
Royal Bank of Canada
Royal Bank of Scotland
Sagent Advisors
Sandler O’Neill + Partners
SLM Corporate Ltd
Socirale
Stephens Inc.
Stone Key Partners
Sydney Capital Partners
Thomas Weisel Partners
UBS Investment Bank
Vermilion Partners
Wedbush Securities
Wells Fargo Securities
William Blair & Company
WR Hambrecht & Co
Admin
Financial Institutions
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Links
9
Dec
0
Registries
Automic Registry Services
BoardRoom
Computershare Investor Services
Link Market Services
Registry Direct
Admin
Links
9
Dec
0
Protected: Investments & Portfolio Selection
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