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Protección de datos de carácter personal, transparencia de información a la clientela y lucha contra el blanqueo de capitales
Soley, JorgeTechnical Note FN-420FinanceStarting at €8.20
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Mortgage credit
Baldé, J.; Soley, JorgeTechnical Note FN-302-EFinanceThe note sketches the main features of the mortgage market in Europe, paying attention to the following concepts: housing and mortgage market, market structure, distribution, product range, price, financing and evaluation. Special attention is given to the differences between the Spanish "cédulas hipotecarias", the German "Pfandbriefe" and the Asset Backed Securities.Starting at €8.20
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Caser: Adaptación al cambio
Soley, Jorge; Eryes, IgnacioCase F-900Corporate Governance, Finance, StrategyEl caso se refiere a la coyuntura de Caser, compañía de seguros cuyos accionistas y distribuidores eran cajas de ahorro. Se analiza la estrategia de la entidad en los últimos 30 años y la problemática actual: ha pasado de más de 100 accionistas a 7, con una reducción importante de los canales de distribución debida a la restructuración bancaria.Starting at €8.20
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Caser: Adapting to change
Soley, Jorge; Eryes, IgnacioCase F-900-ECorporate Governance, Finance, StrategyThe case discusses the situation of Caser, an insurance company whose shareholders and distributors were savings banks. It analyzes the organization's strategy over the past 30 years and the current problems it faces: it has gone from having more than one hundred shareholders to having seven, and there has been a significant drop in distribution channels due to Spain's bank restructuring.Starting at €8.20
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Angel Agulló & Cía.
Soley, Jorge; Verdaguer, J.Case F-713-EFinanceThis case deals with the typical situation in which many medium-sized companies find themselves, regarding the confusion which exists between the personal wealth of the shareholders and that of the company itself. In these situations Private Banks, by which we mean what are known internationally as "Wealth Managers", carry out the following tasks: separating company and personal wealth, making the company professional and managing the private ass...Starting at €8.20
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Is There an Optimal Funding Structure for Credit Institutions
Juny, Joan; Soley, JorgeTechnical Note FN-572-EEconomics, FinanceThis technical note focuses on knowing the various sources of bank funding and their performance in recent years, especially during the financial crisis. It underscores the close link between "funding structure" and "liquidity" in credit institutions. It concludes that there is no bank funding structure but each case hinges on the asset policy of each particular lender. It notes the growing importance of liquidity risk management which had been...Starting at €8.20
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Titulización («securitization») de carteras de activo
Soley, JorgeTechnical Note FN-523FinanceLa nota técnica explica el concepto y el desarrollo a nivel mundial de la titulización («securitization») de carteras de activo. Detalla con precisión el funcionamiento en España como país de la Europa continental, así como el de Estados Unidos. Igualmente, se hace un análisis de la nueva forma de titulización denominada titulización sintética que consiste en la cesión del riesgo pero no en la movilización de las carteras.Starting at €8.20
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¿Existe una estructura óptima de financiación en las entidades de crédito
Juny, Joan; Soley, JorgeTechnical Note FN-572Economics, FinanceLa nota técnica se centra en conocer las distintas fuentes de financiación bancaria y su comportamiento en los últimos años, y en especial durante la crisis financiera. Se hace hincapié en la correlación existente "estructura" y "liquidez" de las entidades de crédito. Se llega a la conclusión de que no existe una estructura de financiación bancaria sino que depende, en cada caso, de la política de activo de cada entidad crediticia. Se señala la c...Starting at €8.20
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El concepto de calidad en las instituciones financieras
Soley, JorgeTechnical Note FN-472FinanceEsta nota técnica recoge la incorporación del concepto de calidad a las instituciones financieras. Estudia las distintas alternativas que se han dado al respecto: creación de un departamento de calidad o lo que actualmente es más común, integración de este concepto en la estrategia de la entidad. En este sentido, toda la institución bancaria debe estar volcada en la satisfacción de las necesidades de los clientes. El sistema para medir la calidad...Starting at €8.20
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Financial Aspects of the Subprime Crisis
Soley, JorgeTechnical Note FN-556-EEconomics, FinanceThis technical note explains the nature of the subprime crisis, which has turned from financial crisis into a crisis of confidence in the financial system and which could become a credit crunch with an enormous impact on the economy. Here we analyze the causes which have led to this situation, the tools and financial engineering techniques employed and the part played in its development by not only the banks, in particular investment banks, but a...Starting at €8.20