- •1. What is financial services market (fsm)?
- •2. Segments of the financial services market
- •3. Financial services market infrastructure.
- •4. What does it mean “financial service”?
- •5. What does it mean “financial asset”?
- •6.What does it mean “financial intermediaries”?
- •7. Who are financial intermediaries? 9. Functions of financial intermediaries.
- •8. Role of financial intermediaries in modern economy.
- •10. What do you know about modern market of stock brokerage services?
- •12. What do you know about modern market of credit union services?
- •13.What do you know about modern market of commercial bank services?
- •14. What do you know about modern market of investment banks services?
- •15. What do you know about modern market of consumer finance services?
- •16. What do you know about modern market mortgage services?
- •19. What do you know about modern market of reinsurance services?
- •20. Life insurance companies: pensions products.
- •21. Life insurance companies: life insurance products.
- •22. Life insurance companies: annuity products.
- •Impaired life annuities
- •23. General insurance companies (non-life insurance, property/casualty insurance): commercial risks policies.
- •24. General insurance companies (non-life insurance, property/casualty insurance): automobile policies.
- •25. General insurance companies (non-life insurance, property/casualty insurance): homeowner’s policies.
- •26. Credit unions: share accounts (savings accounts).
- •27. Credit unions: share draft accounts (checking accounts).
- •28. Credit unions: credit cards, share term certificates (certificates of deposit).
- •29. Credit unions: online banking.
- •30. Commercial bank services: keeping money safe while also allowing withdrawals when needed.
- •32. Commercial bank services: personal loans.
- •33. Commercial bank services: commercial loans.
- •34. Commercial bank services: mortgage loans.
- •35. Commercial bank services: issuance of credit cards and debit cards.
- •36. Commercial bank services: financial transactions at branches.
- •37.Commercial bank services: transfers of funds.
- •38.Commercial bank services: facilitation of payments for bills.
- •39. Commercial bank services: overdraft agreements.
- •40. Commercial bank services: internet banking system.
- •41. Commercial bank services: check guaranteed.
- •42 Investment bank services: raising capital by underwriting.
- •43. Investment bank services: acting as the client's agent in the issuance of securities.
- •44. Investment bank services: assist companies involved in mergers and acquisitions (m&a).
- •45. Investment bank services: secondary services (such as market making).
- •47.Investment bank services: secondary services (such as equity securities).
- •48.Investment bank services: secondary services (such as ficc services – fixed income instruments, currencies, and commodities)
- •49. Consumer finance as a division of retail banking: credit cards as a kind of loans.
- •52. Mortgage services: use of a property as the plague by purchasers of real property to raise money to buy the property to be purchased.
- •53. Mortgage services: use of a property as the plague by purchasers of real property by existing property owners to raise funds for any purpose.
- •55. What do you know about collective investment schemes (investment funds)?
- •56. How works collective investment scheme (investment fund)?
- •57. Foreign collective investment schemes (investment funds).
- •58. Collective investment schemes (investment funds) in Ukraine.:
- •59.What you know about investment funds services?
- •60. What types of investment funds do you know?
- •61. What do you know about mutual funds?
- •62. What do you know about private equity funds?
- •63. What do you know about exchange traded funds?
- •64.What do you know about money market funds?
- •65. What do you know about hedge funds?
- •66.Accounting (accountancy) services as a part of financial services market infrastructure.
- •67. Accountancy services: financial accounting.
- •68. Accountancy services: management accounting.
- •69. Accountancy services: auditing.
- •70. Accountancy services: tax accounting.
- •71.What does it mean “asset management”?
- •72.Asset management as an investment service.
- •73.Goal of the investment management and how it works.
- •74.Asset management (investment management) as a part of financial services market infrastructure.
- •75.Asset management (investment management) services: monitoring and maintaining of value to an entity or group.
- •76.Asset management (investment management) services: deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively.
- •77. Internet/ Electronic trading (etrading) as a part of financial services market infrastructure
- •78. Internet/ Electronic trading (etrading) as a method of trading securities (stocks, bonds).
- •79. Internet/ Electronic trading (etrading) as a method of trading foreign exchange
- •80. Internet/ Electronic trading (etrading) as a method of trading financial derivatives.
- •81. Internet/ Electronic trading (etrading) as a virtual market place.
- •82. What do you know about electronic communication networks (ecNs), such as nasdaq, nyse Arca and Globex?
- •83. What do you think about future development of electronic and human trading in global securities markets?
- •84. Role of credit ratings in financial services market
- •85. How credit ratings evaluate a credit worthiness of a company?
- •86.How credit ratings evaluate a credit worthiness of a government?
- •87.What do you know about Fitch credit rating agency?
- •88. What do you know about Standard and Poors (s&p) credit rating agency?
- •89. What do you know about Moody’s credit rating agency?
- •90. Role of stock indexes (stock market indexes) at the financial market.
- •91.Role of credit card processing in modern economy.
- •92. What do you know about credit card companies?
- •93. What do you know about American Express?
- •94. What do you know about MasterCard?
- •95. What do you know about Visa?
- •96. What do you know about Citi Cards?
- •97. What do you know about project finance?
- •98. Financial services of international companies: European Bank of Reconstruction and Development.
- •99. What do you know about financial services of international companies: International Finance Corporation (ifc)?
- •100 What do you know about pension funds as institution investors?
- •101. What do you know about asset management (investment management)?
- •102. What do you know about foreign credit rating agencies and theirs financial services?
- •103.What do you know about Ukrainian credit rating agency and its ratings?
- •104) What do you know about private equity funds?
- •105. What do you know about insurance companies as institution investors?
- •107. What do you know about collective investment schemes (investment funds)?
- •108. What do you know about mortgage in Western markets?
- •110. What do you know about Dow Jones?
- •111. What do you know about s&p500?
- •112. What do you know about factoring?
- •113. What do you know about stock exchange?
- •114. What do you know about foreign experience on mortgage?
- •Islamic
- •115. What do you know about Ukrainian practice on mortgage?
- •116. What do you know about initial public offering (ip0)?
- •117. What do you know about initial public offering ipo of Ukrainian securities?
- •118. What do you know about market capitalization?
- •119. Market capitalization: definition.
- •120. Market capitalization: how to measure
- •121. Financial assets: sense/meaning and types.
- •122.Futures: specifics of futures and how futures work.
- •123.Futures: history of futures.
- •124.Brokerage firms
- •125. Fundamental analyses on financial market: what does it mean and how it works?
- •126. Technical analyses on financial market: what does it mean and how it works?
- •127) What is stock market efficiency?
- •128) What is a corporate credit rating?
- •129. Evaluating country risk for international investing.
- •130. Options pricing.
- •131 Warsaw stock exchange
- •131. Warsaw Stock Exchange
- •132 London stock exchange
- •134 Derivatives
- •135 Bonds
- •136 Securitization
- •137) Hsbc Holdings plc and its financial services
- •138. Lloyds Banking Group plc and its financial services
- •139. The Royal Bank of Scotland Group plc (rbs Group) and its financial services.
- •140.Barclays financial services company.
- •141. The Goldman Sachs Group, Inc. And its financial services to institutional clients.
- •142. Morgan Stanley and its financial services.
- •143.Deutsche Bank ag and its financial services.
- •144. Bnp Paribas and its financial services.
- •145. Société Générale s.A. And its financial services.
- •146. Bank of China Limited and its financial services.
- •147. Bank of America and its financial services.
- •148. Fannie Mae and its financial services.
- •149. Freddie Mac and its financial services
- •150 George Soros and its economic theory of modern financial markets.
- •151. What do you know about vendor finance?
- •152 What do you know about trade finance?
- •153. What do you know about forfeiting?
- •154. What do you know about equipment finance?
- •155. What do you know about mezzanine finance?
- •157. What do you know about credit bureau and its role at the financial services market?
- •158 What do you think about challenges and perspectives of financial services market in globalization of economy?
- •159 What do you think about challenges and perspectives of financial services market in economic integration?
- •161 What do you think about challenges and perspectives of financial services market in modern information society?
- •162 What do you think about challenges and perspectives of financial services market in European integration?
- •163. What do you know about emerging financial services markets?
- •164. What do you know about frontier financial services markets?
- •165. What do you know about offshore financial services markets?
- •18. What do you know about modern market of investment funds services?
142. Morgan Stanley and its financial services.
Morgan Stanley is an American multinational financial services corporation that, through its subsidiaries and affiliates, provides securities products and services to customers, including corporations, governments, financial institutions, and individuals. The company operates in three business segments: Institutional Securities, Global Wealth Management Group, and Asset Management. Institutional Securities Group has been the most profitable business segment for Morgan Stanley in recent times. This business segment provides institutions with services such as capital rising and financial advisory services including mergers and acquisitions advisory, restructurings, real estate and project finance, and corporate lending. The segment also encompasses the Equities and the Fixed Income divisions of the firm; trading is anticipated to maintain its position as the "engine room" of the company. The Global Wealth Management Group provides brokerage and investment advisory services. Investment Management provides asset management products and services in equity, fixed income, alternative investments, real estate investment, and private equity to institutional and retail clients through third-party retail distribution channels, intermediaries and Morgan Stanley's institutional distribution channel.
143.Deutsche Bank ag and its financial services.
Deutsche Bank AG is a German global banking and financial services company with its headquarters in Frankfurt. It has more than 100,000 employees in over 70 countries, and has a large presence in Europe, the Americas, Asia-Pacific and the emerging markets. In 2009, DB was the largest foreign exchange dealer in the world with a market share of 21 percent. Deutsche Bank is listed on both the Frankfurt and NY stock exchanges.
The bank offers financial products and services for corporate and institutional clients along with private and business clients. Services include sales, trading, research and origination of debt and equity; mergers and acquisitions (M&A); risk management products, such as derivatives, corporate finance, wealth management, retail banking, fund management, and transaction banking.
Private & Business Clients provides banking and other financial services to private customers, self-employed clients as well as small and medium-sized businesses in Germany and internationally. PBC’s product range includes payment and current account services, investment management and retirement planning, securities as well as deposits and loans.
Asset & Wealth Management helps individuals and institutions to secure and increase their wealth, while offering traditional and alternative investments across all major asset classes. It also provides customized wealth management solutions and private banking services to high net worth individuals and families as well as select institutions and financial intermediaries.
The Markets Business Division combines the sales, trading and structuring of a wide range of financial markets’ products, including bonds, equities and equity-linked products, exchange-traded and over-the-counter derivatives, foreign exchange, money market instruments, securitized instruments and commodities. Coverage of institutional clients is provided by the Institutional Client Group, while Research provides analysis of markets, products and trading strategies for clients.
The Corporate Finance Division is responsible for mergers and acquisitions (M&A) as well as debt and equity advisory and origination. Regional, industry-focused teams ensure the delivery of the entire range of financial products and services to the bank’s corporate clients.
Global Transaction Banking provides commercial banking products and services for both corporates and financial institutions, including domestic and cross-border payments, risk mitigation, international trade finance as well as trust, agency, depositary, custody and related services. It comprises the Cash Management, Trade Finance and Trust & Securities Services businesses.
