Portfolio management and investment decision
Case study - 42 pages - Finance
A portfolio is a collection of securities since it is really desirable to invest the entire funds of an individual or an institution or a single security, it is essential that every security be viewed in a portfolio context. Thus it seems logical that the expected return of the portfolio....
A study on the role of derivatives and investors perceptions on it
Case study - 55 pages - Finance
A derivative is a generic term for specific types of investments from which payoffs over time are derived from the performance of assets (such as commodities, shares or bonds), interest rates, exchange rates, or indices (such as a stock market index, etc). This performance can determine both the...
Systems audit: Bombay Stock Exchange
Case study - 36 pages - Finance
Indian capital markets have witnessed radical transformation during the short period of a decade. There is hardly any country in the world which has witnessed such massive changes in its capital market during such a short period. During the early part of the 1990s, ranking of the Indian capital...
Banking and insurance: The money market
Case study - 26 pages - Finance
The money market is a market for financial assets that are close substitutes for money. It is a market for overnight to short-term funds and instruments having a maturity period of one or less than one year. It is not a place (like the Stock Market), but an activity conducted by telephone. The...
Mutual funds and other investment opportunities: Franklin Templeton Investments
Case study - 38 pages - Finance
Savings form an important part of the economy of any nation. With the savings invested in various options available to the people, money acts as the driver for growth of the country. Indian financial scene too presents a plethora of avenues to the investors. Though certainly not the best or...
A study on the futures trading at Kotak Securities Ltd
Case study - 47 pages - Finance
Kotak Securities Ltd. is India's leading stock broking house with a market share of around 8%. Kotak Securities Ltd. has been the largest in IPO distribution. The accolades that Kotak Securities has been graced with include Finance Asia Award (2004)- India's best Equity House Prime...
A study of behavioral finance in the Indian stock exchange
Case study - 32 pages - Finance
Much of economic and financial theory is based on the notion that individuals act rationally and consider all available information in the decision-making process. However, researchers have uncovered a surprisingly large amount of evidence that this is frequently not the case. Peter L. Bernstein...
Analysis of the banking sector with respect to six banks: Public sector & private sector
Case study - 19 pages - Finance
In this project six banks are taken on the basis of highest profits after tax. Three Banks are from the Public Sector and three from the Private Sector. First comes an analysis of the banking system which tells you about the Basel II norms which are applicable in India in every bank from 31st...
Northern Rock Bank: an english exemple of the sub-prime mortgage crisis
Case study - 4 pages - Finance
One of UK's largest mortgage lenders is The Northern Rock. Northern Rock has become the highest profile (UK based) victim of the fallout from the global credit crunch. The reference to the credit crunch is the one which stemmed from the sub-prime mortgage crisis in the US. The Bank of England...
Indian securities market and the role of Sharekhan
Case study - 74 pages - Finance
Securities market has essentially three categories of participants, namely the issuer of securities, investors in securities and the intermediaries, and two categories of products, namely the services of the intermediaries, the securities including derivatives. The securities market has two...
Commodity futures as a risk reduction and investment instrument
Case study - 58 pages - Finance
The Indian financial system consists of many institutions, instruments and markets. Financial instruments range from the common coins, currency notes and cheques, to the more exotic futures swaps of high finance. The regulatory institutions are the ones, which form the regulations, and control...
A study on the financial performance of the Hyderabad Stock Exchange
Case study - 29 pages - Finance
The Hyderabad Stock Exchange Ltd. established in 1943 was as a non-profit organization. It is now on its way to completing its 62nd year in the capital market; serving the cause of saving and investments. The Exchange made today occupies a prominent place in the regional stock exchange in India....
Financial performance of APGENCO
Case study - 38 pages - Finance
In India to meet the growing demand for electricity and the shortage of resources, opened way for the private sector participation in power generation in the year 1991. Subsequently, globalization has brought seeping changes with mixed results across the globe. Further the electricity act 2003...
Comparative analysis of mutual funds schemes of ICICI Prudential Mutual Funds
Case study - 29 pages - Finance
The mutual fund industry in India began with the setting up of the Unit Trust of India (UTI), in 1964, by the Government of India. Till the year 2000, UTI has grown to be a dominant player in the industry with assets of over Rs. 76,547 crores as of March 31, 2000. UTI is governed by a special...
Investment pattern of ICICI Prudential Life Insurance Company
Case study - 50 pages - Finance
Since the evolution of mankind, the need for biological and physical fulfillment has emerged. Over the long span of development of mankind there is a very high advancement in technological and industrial growth. In the beginning of 20th century, World has faced two major revolutionary wars World...
Awareness about Prudential ICICI mutual funds among investors
Case study - 49 pages - Finance
A Mutual Fund is a trust that pools the savings from a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. Since the stated investment objectives of a mutual fund scheme...
Mutual fund as an investment option at Angel Booking Ltd
Case study - 53 pages - Finance
Let me advocate that the Indian economy is an economic giant in all of Asia. This development has taken place due to the growth in the financial system. This financial system provides the background to various investors regarding varied options to invest. Thus, development of the economy depends...
Comparative analysis of different banking products: Customers in Kotak Mahindra Bank Ltd
Case study - 50 pages - Finance
Banking in India has its origin as early as the Vedic period. It is believed that the transaction from money lending to banking must have occurred even before Manu, the great Hindu Jurist, who has devoted a section of his work to deposits and advances and laid down rules relating to rates of...
Report on Reliance Insurance Company Ltd
Case study - 45 pages - Finance
Insurance may be described as a social device to reduce or eliminate risk of loss to life and property. Insurance is a collective bearing of risk. Insurance is a financial device to spread the risks and losses of few people among a large number of people, as people prefer small fixed liability...
Mergers and acquisitions: examples of GDF/Suez, Air France/KLM y Thomson/Reuters
Case study - 5 pages - Finance
?GDF/SUEZ' is the famous French energy provider group which specialized in the transportation and distribution of natural gas. Since the invention of the European energy market, GDF has diversified itself on the electricity market area by developing and creating offers to provide and supply...
Cash management services at HDFC Bank
Case study - 55 pages - Finance
There are currently about 101 commercial banks in India, which include public sector banks, regional rural banks & private sector banks both domestic & foreign. Public sector banks account for only 27, while the private sector includes 32 (24 old, 8 new) domestic banks and 42 foreign banks. RBI...
Working capital and ratio analysis: BHEL Hyderabad
Case study - 60 pages - Finance
GROWTH : To ensure a steady growth by enhancing the competitive edge of BHEL in existing business, new areas and international operation so as to fulfill national expectations from BHEL. PROFITABILITY: To provide a reasonable and adequate return on capital employed, primarily through...
Portfolio management
Case study - 42 pages - Finance
The financial market plays a crucial role in the economic development of the country by facilitating the allocation of scarce resources. The allocation function of financial market essentially involves the allocation of resources. One of the proper ways of the allocation of resources is...
The impact of foreign institutional investors on the Mumbai (Bombay) Stock Exchange: A case study
Case study - 47 pages - Finance
To aid foreign private capital flows in form of Foreign Institutional Investors developing countries were advised by World Bank to develop their stock markets. It was suggested that these investments would help the stock markets directly through widening investor foundation and indirectly...
Case study: Southwest Airlines and United Airlines
Case study - 13 pages - Finance
In 1998, the US airlines carried a record 551 million passengers . At that time, the whole industry was in pretty good shape. Unfortunately, many things have changed since then. The 2001 terrorist attack on the twin towers has marked a turnaround in the industry and especially in the United...
Evaluation of the security transaction, the consistency of the portfolio construction and management with client's profile
Case study - 8 pages - Finance
This year, Pro Fund is very proud to have a new client, Mr Lucent who is 47 years old. He sold his firm during the summer and received 1,000,000€ for it. He doesn't really need this money but he wanted to have a new challenge in another sector. He wants to keep the money for the future...
Financial aspects of international operations: Case study - weapons export to Brazil - publié le 15/01/2009
Case study - 18 pages - Finance
In the framework of the “financial aspects of international operations” we were invited to analyze the case of exporting weapons from Belgium to Brazil. We are going to introduce the analysis with a description of the weapon sector in Belgium and in Brazil. In this description, we will...
Financial management: Bic
Case study - 20 pages - Finance
The year was very important for BIC Group, with an increase in the challenges of the global economic, from raw material price increases to currency fluctuations. BIC is actually gaining market share in highly competitive categories. And also, it launched the first disposable phone in France. That...
Is the CAPM a valid model for small investors?
Case study - 31 pages - Finance
The CAPM is one of the most famous theories of finance. It was developed by William Sharpe in 1964 with the help of others known researchers. This theory is based on the relationship between risk and return and permits us to calculate an expected return of an investment with few variables....
Modelling the interest rate risk management with portfolio selection: the case of Crédit Foncier de Monaco
Case study - 40 pages - Finance
Since the primary activity of banking is the intermediation between borrowers and lenders, its core business is the transformation of collected deposits into distributed loans. This process generates a net interest margin in the profit and loss statement but engenders financial risks in the...
