27 Questions
Which edition of Corporate Finance is authored by Ross, Westerfield, and Jaffe?
Second Edition
Which book is an Excel application for Corporate Finance?
Excel Applications for Corporate Finance
Which book is an online game for Corporate Finance?
FinGame Online 5.0
Which university did Peter S. Rose retire from?
Texas A&M University
What is the title of the book coauthored by Peter S. Rose and Sylvia C. Hudgins?
Bank Management and Financial Services
Which journal has published Sylvia C. Hudgins' research?
Journal of Money, Credit, and Banking
What is one of Sylvia C. Hudgins' research focuses?
Empirical analysis of commercial banks and thrifts
Which chapter of the book discusses the organization and structure of banking and the financial-services industry?
Chapter 3
What is the main task of the central bank?
Making and implementing monetary policy
What type of banking organization became available in the 21st century?
Financial holding companies (FHCs)
What legislation allowed for interstate banking and branching in the United States?
The Riegle-Neal Interstate Banking and Branching Efficiency Act of 1994
Which of the following is a key trend affecting all financial-service firms?
Increasing competition from nonbank financial-service firms
Which legislation created today's bank regulators?
Social Responsibility Laws
What is the impact of the Gramm-Leach-Bliley Act (1999)?
It allows interstate banking
What are the services that banks have offered for centuries?
Convenience: The Sum Total of All Banking and Financial Services
Which chapter discusses the financial statements of banks and their principal competitors?
Chapter 5
What is the goal of interest rate hedging?
To protect the net interest margin
What is the impact of size on performance in banking?
Larger banks perform better than smaller banks
What is the concept of duration used for in risk management?
To manage the interest-sensitive gap
Which book is not part of the Financial Markets and Corporate Strategy series?
Kellison Theory of Interest Third Edition
Which book is part of the Real Estate series?
Ling and Archer Real Estate Principles: A Value Approach Third Edition
Which book is part of the International Finance series?
Kuemmerle Case Studies in International Entrepreneurship: Managing and Financing Ventures in the Global Economy First Edition
Which book is part of the Financial Planning and Insurance series?
Allen, Melone, Rosenbloom, and Mahoney Retirement Plans: 401(k)s, IRAs, and Other Deferred Compensation Approaches Tenth Edition
Which chapter discusses the investment function in financial services management?
Chapter 10
What are some popular money market investment instruments discussed in the text?
Treasury bills, short-term Treasury notes and bonds, and certificates of deposit
What are some popular capital market investment instruments discussed in the text?
Treasury notes and bonds, municipal notes and bonds, and corporate notes and bonds
What strategies does Chapter 11 focus on for liquidity managers?
Asset liquidity management, borrowed liquidity management, and balanced liquidity management
Study Notes
Managing Investment Portfolios and Liquidity Positions for Financial Firms
- Chapter 10 discusses the investment function in financial services management.
- It outlines the various investment instruments available to financial firms, including money market and capital market instruments.
- Popular money market investment instruments include Treasury bills, short-term Treasury notes and bonds, and certificates of deposit.
- Popular capital market investment instruments include Treasury notes and bonds, municipal notes and bonds, and corporate notes and bonds.
- The chapter also covers investment instruments developed more recently, such as structured notes and securitized assets.
- It discusses the investment securities held by banks and factors that affect the choice of investment securities, such as expected rate of return, tax exposure, interest rate risk, and credit or default risk.
- The chapter explores investment maturity strategies and maturity management tools, including the yield curve duration.
- Chapter 11 focuses on liquidity and reserves management strategies and policies.
- It explains the demand for and supply of liquidity and why financial firms often face significant liquidity problems.
- The chapter discusses different strategies for liquidity managers, including asset liquidity management, borrowed liquidity management, and balanced liquidity management.
- It provides guidelines for liquidity managers and explores different approaches to estimating liquidity needs.
- The chapter also covers legal reserves and money position management, including regulations on calculating legal reserve requirements and factors influencing the money position.
Test your knowledge on managing investment portfolios and liquidity positions for financial firms with this quiz! Explore topics such as investment instruments, investment securities, maturity strategies, liquidity management strategies, and legal reserves. Challenge yourself and see how well you understand these important concepts in financial services management.
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