This book goes beyond traditional financial institutions textbooks, which tend to focus on mathematical models for risk management and the technical aspects of measuring and managing risk. It focuses on the role of financial institutions in promoting social and economic goals for the communities in which they operate for the greater good, while also meeting financial and competitive challenges, and managing risks.
Cooperman divides the text into seven easily teachable modules that examine the real issues and challenges that managers of financial institutions face. These include the transformative changes presented by social unrest, climate change and resource challenges, as well as the changes in how financial institutions operate in light of the opportunities that rapid innovations and disruptive technologies offer. The book features:
Up-to-date coverage of new regulations affecting financial institutions, such as Dodd Frank and new SEC regulations.
Material on project financing and new forms of financing, including crowd funding and new methods of payment for financial institutions.
New sustainable finance models and strategies that incorporate environmental, social, and corporate governance considerations.
A new chapter on sustainable financial institutions, social activism, the greening of finance, and socially responsible investing.
Practical cases focusing on sustainability give readers insight into the socioeconomic risks associated with climate change. Streamlined and accessible, Managing Financial Institutions will appeal to students of financial institutions and markets, risk management, and banking. A companion website, featuring PowerPoint slides, an Instructors Manual, and additional cases, is also available.
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
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