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CFA 2024 Level I Book 2 / KAPLAN SCHWESER (2023)
Titre : CFA 2024 Level I Book 2 : Portfolio management (part one) and corporate issuers Titre original : SchweserNotes 2024 Type de document : Livre Editeur : KAPLAN SCHWESER Année de publication : 2023 Importance : 122 p. ISBN/ISSN/EAN : 978-1-07-883536-7 Prix : 150 EUR Note générale : Index Langues : Anglais (eng) Mots-clés : Management
ENSEIGNEMENT SUPERIEUR ; ETHIQUE PROFESSIONNELLE ; FORMATION ; MANAGEMENT ; METHODE ; GESTION DE PORTEFEUILLEPermalink : https://cataloguelibrary.neoma-bs.fr/index.php?lvl=notice_display&id=579902 Exemplaires(1)
Code-barres Cote Support Localisation Section Disponibilité 058208 650 CFA Livre Library Campus de Reims Salle de lecture Exclu du prêt How can a life insurance company target new customers by renewing its product range ? / Martin BAUDOUIN / 2022
Titre : How can a life insurance company target new customers by renewing its product range ? Type de document : Mémoire Auteurs : Martin BAUDOUIN, Auteur Année de publication : 2022 Importance : 33 p. Note générale : Pour accéder aux fichiers PDF, merci de vous identifier sur le catalogue avec cotre compte Office 365 via le bouton CONNEXION en haut de la page. Langues : Anglais (eng) Mots-clés : Management
ASSURANCE VIE ; CAPITAL ; GESTION DE PORTEFEUILLERésumé : The concept of life insurance has existed for over 350 years. This idea was born thanks to an Italian financier, Lorenzo TONTI, who, with the support of Cardinal Mazarin, created associations of people who pooled their capital in order to invest over a limited period of time Today there are over 54 million life insurance policies held by just over 38 million people. Life insurance offers an alternative to traditional investments The field of life insurance took a long time to develop, as it was not until 1938 that an insurance code was created for life insurance. In 1976, a new code was issued to reorganise the sector and put an end to the "legal bazaar".Life insurance has seen an acceleration in recent years, particularly because of the problem of retirement and concerns about the near future. It offers an alternative way of building up a pension, in particular through the Individual Retirement Savings Plan (PER).Life insurance has taken a turn for the better over the last 20 years with the decline of the euro fund and the rise of multi-support contracts that allow subscribers to seek returns on the financial markets on the advice of professionals. These contracts have become the main means of saving for the French, ahead of other alternatives with low returns, such as « Livret A » savings accounts.Lately, the crisis of ageing member portfolios has pushed the various companies in the sector to review their strategies. They are now trying to renew them, in particular by turning towards a younger clientele and by offering new REPRODUCTION products to attract them. Programme : Global BBA Permalink : https://cataloguelibrary.neoma-bs.fr/index.php?lvl=notice_display&id=562052 Valuation of the french real estate investment trust market : a real option approach / Kenza BAGHDAD JAMAI / 2021
Titre : Valuation of the french real estate investment trust market : a real option approach Type de document : Mémoire Auteurs : Kenza BAGHDAD JAMAI, Auteur Année de publication : 2021 Importance : 29 Note générale : Pour accéder aux fichiers PDF, merci de vous identifier sur le catalogue avec votre compte Office 365 via le bouton CONNEXION en haut de page. Langues : Anglais (eng) Mots-clés : Management
GESTION DE PORTEFEUILLE ; IMMOBILIER ; INVESTISSEMENT ; TRESORERIERésumé : Invеstmеnts in listеd rеal еstatе companiеs providе thе portfolio managеr with an alt еrnativе to traditional inv еstmеnts with attractivе rеturns and divеrsification opportunitiеs. In an activе assеt managеmеnt stratеgy, stock s еlеction and morе particularly valuation is a major challеngе for dеtеrmining futurе pеrformancе. In this rеport, wе apply a valuation modеl that combinеs an actuarial approach with rеal options. Th е purposе is to tеst thе rеsults obtainеd usin g this m еthod to vеrify whеthеr it can b е gеnеralizеd to othеr rе al еstatе invеstmеnt trust markеts rеgardlеss of thеir charactеristics. Thе modеl usеd takеs into account thе main sourcеs of valuе crеation for rеal еstatе companiеs such as thе valuation of invеstmеnt propеrtiеs, rеntal incomе and capital еxpеnditurе stratеgiеs. This thеorеtical modеl appliеd on Frеnch rеal еstatе invеstmеnt trusts rеsults in an avеragе gap of 16% comparеd to thе markеt valuе for ovеrvaluеd companiеs, and an avеragе sprеad of 36% for undеrvaluеd companiеs. Programme : MSc Finance, Investment & Wealth Management Permalink : https://cataloguelibrary.neoma-bs.fr/index.php?lvl=notice_display&id=538600 Is active portfolio management a more profitable alternative than passive portfolio management for investors in a context of economic downturn / Lucas PLANCHON / 2020
Titre : Is active portfolio management a more profitable alternative than passive portfolio management for investors in a context of economic downturn Type de document : Mémoire Auteurs : Lucas PLANCHON, Auteur Année de publication : 2020 Importance : 30 p. Note générale : Pour accéder aux fichiers PDF, merci de vous identifier sur le catalogue avec votre compte Office 365 via le bouton CONNEXION en haut de page. Langues : Anglais (eng) Mots-clés : Management
GESTION DE PORTEFEUILLE ; GESTION ACTIF PASSIF ; CYCLE ECONOMIQUERésumé : Investment industry have known for a long time a debate opposing passive portfolio management to active portfolio management. These last years, passive management has accentuated its domination over active management. It benefits from lower operating costs, less needs in terms of investment skills and finally on average higher returns for investors. Nevertheless, when stock markets face uncertainty, when volatility increases and when economic environment face important difficulties, one might wonder whether active portfolio managers are able to better resist to economic downturns and to overperform passively managed funds. This question is analyzed through the prism of a theoretical approach of passive and active management which highlights the superior profitability of passive funds for investors. Then it is analyzed through the case study of the covid-19 crisis during year 2020 and the performance of passive and active investment funds in the world and in Europe. Results of this study show that active funds investing in different stock markets in the world have been outperformed by passive funds investing in the same geographical area. On the same time, active funds investing only on the European stock market have overperformed passive funds on a yield-to-date basis, but not even on a one year-basis. The conclusion of this study is that there is no evidence on average of a particular advantage of active portfolio management over passive portfolio management even in a context of economic downturn. Programme : MSc Finance Permalink : https://cataloguelibrary.neoma-bs.fr/index.php?lvl=notice_display&id=532901
Titre : Portfolio, Programme and Project Offices Type de document : e-book Auteurs : Kostas AXELOS, Auteur Année de publication : 2020 Importance : 178 p. ISBN/ISSN/EAN : 978-0-11-331423-2 Langues : Anglais (eng) Mots-clés : Management
FINANCE D'ENTREPRISE ; GESTION DE PORTEFEUILLERésumé : Portfolio, Programme and Project Offices describes how to create tailored governance and support structures for managing portfolios, programmes and projects. It includes guidance for building a business case, and funding models for set-up and ongoing costs. Different types of office are considered, together with the roles and services that may be carried out. Key benefits Defines the principles, processes and techniques of effective P3Os Discusses the value of P3Os and performance measures Includes real-world examples and case studies Describes typical lifecycles of P3O models Extends the guidance within PRINCE2, MSP, MoP, MoV and M_o_R This publication is the manual from which the syllabus and the examinations are set and supports the P3O qualification. Nombre d'accès : Illimité En ligne : https://neoma-bs.idm.oclc.org/login?url=https://ebookcentral.proquest.com/lib/ne [...] Permalink : https://cataloguelibrary.neoma-bs.fr/index.php?lvl=notice_display&id=534970 Quelles sont les catégories de Machine Learning utilisées et quelles sont les données alternatives traitées par les gestionnaires d'actifs dans leur processus de décision d'investissement / Martin HAAS / 2020PermalinkWill the passive investing dwarf totally the active investing in the future / Oumar NOMBRE / 2020PermalinkPermalinkCFA 2020 Level I Book 4 / KAPLAN SCHWESER (2019)PermalinkCFA 2020 Level II Book 3 / KAPLAN SCHWESER (2019)PermalinkCFA 2020 Level II Book 5 / KAPLAN SCHWESER (2019)PermalinkCFA 2020 Level III Book 3 / KAPLAN SCHWESER (2019)PermalinkCFA 2020 Level III Book 4 / KAPLAN SCHWESER (2019)PermalinkPermalinkThe Economic Organisation of a Financial System / Edwin NEAVE / London : ROUTLEDGE. (2019)Permalink
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