Table of contents (expand)
- Banking system (BS)
- Commercial loan (CC)
- Credit system (CS), main links, functions and stages of development in Russia
- Stages of development of the credit system in the Russian Federation
- Operations of the Central Bank on the open market
- Plastic cards and their types
- Consumer credit (PC) and tools for its implementation
- The essence and functions of finance (F). The role of finance in a market economy
- Inflation (I). Causes, socio-economic consequences and methods of regulation. Features of inflation in Russia
- Foreign exchange market (VR): concept, structure, participants
- Bank ratings. Bank Management Assessment (BM)
- Liability management (PM)
- Banking policy (BP) and the scope of its implementation
- Lombard loans (LK)
- The concept of commercial bank liquidity
- Formation, distribution and use of bank profits. Factors influencing the amount of profit
- Transactions and operations with commodities
- Organizational structure of a commercial bank, the role and functions of individual units
- Classification of bank loans
- Accounting policy of the Central Bank
- Borrower rating
- Lending on a checking account (CC), its organization
- Overdraft
- Mortgage
- Factoring
- Leasing operations
- Passive operations (PO) of a commercial bank
- Equity capital of the bank (IC), its composition, the procedure for the formation and regulation
- Organization of interbank lending (IBK)
- credit risk. Evaluation criteria and regulation methods
- Central Bank: status, functions, basic operations
- Interbank communications system (swift, reuters)
- The concept of development of the settlement network of the Central Bank of the Russian Federation
- Globalization of financial markets
- Indicators characterizing the state of the securities market
- Problems of lending to the real sector of the Russian economy
- Business Valuation (OB)
- Valuation Methods and Fundamentals of Mortgage Investment Analysis
- Land valuation
- Mortgage loan and mortgage bank: essence and differences
- Features of a corporate loan
- Valuation of securities
- Bank transfer (BP). Its role in the system of cashless payments and the process of organizing
- Financial market: structure, functions, participants
- Financial system (FS): concept, elements, basics of construction
- Financial mechanism (FM) of the economic structure, its composition and content
- Essence, goals and methods of financial analysis (FA)
- Letter of credit form of payment: its essence and scope
- Banking marketing and its features. The specifics of the banking product and the conditions for its promotion to the market
- Banking management. The essence and prospects of development in the Russian Federation
- Forms of securing bank loans. Pledge operations of banks
- The essence of the securities market (SM), its tasks and functions
- The structure of the securities market (SM), characteristics of its participants
- RZB regulation
- Financial spheres of banking management. Comprehensive management of liabilities and assets of the bank
- KB resources, their formation and quality assessment
- Investment activity of banks and its directions
- Settlement and cash services (CSS) of legal entities and individuals in CB
- CB balance. Its structure. Goals and methods of analysis
- Issuing strategy of issuers in modern conditions
- Investment properties of stocks
- Investment properties of bonds
- A bill as a security and its use in economic circulation
- Secondary securities: features of issue and circulation
- Options: general characteristics, properties and basic option strategies
- Characteristics of the corporate securities market
- Futures contracts: general characteristics, properties and organization of trading
- Government securities (GS): general characteristics, procedure for placement and circulation
- Regulation of the activities of commercial banks
- Regional finance: composition and role in the organization of market relations
- State budget: concept, functions and role in the country's economy
- The tax system and its structure. Tax policy
- Methods of monetary regulation of the economy
- Essence and functions of money. Money supply. Monetary Aggregates
- Monetary system: concept and elements
- System of non-cash payments. Her role, elements. Forms of non-cash settlements
- Currency transactions
- Securities portfolio: general characteristics, types, principles and procedure for formation and management
- Legal basis for valuation activities
- Economic bases of property valuation
- bank loan portfolio. principles of its formation and quality assessment
- Deposit operations of commercial banks
- Banking operations with bills
- Forfaiting
- Operating cash desk
- Electronic payment system "Client-Bank"
- Cash collection services
- Overdraft Loan Program
- Metal bills
- Commemorative and investment coins of the Bank of Russia
- Electronic money and payments
- Employment in a bank (work in a bank)
- Lists of documents required to open an account (for a legal entity)
- Why do you need a loan broker?
Topic 78. Securities portfolio: general characteristics, types, principles and procedure for formation and management
An investment portfolio is understood as a certain set of securities owned by f.l. Or a legal entity acting as an integral control object. A portfolio type is its investment characteristic based on the ratio of return and risk. An important feature of the portfolio type classification is how and from what source the income is received: growth in the market value or due to current payments of interest and dividends.
Growth portfolio is formed from the shares of companies whose market value is growing. The purpose of this portfolio is to increase its capital value along with the receipt of dividends. Aggressive growth portfolio - maximum capital gains, stocks of young companies, the risk is huge, but the return is high. Conservative growth portfolio - the least risky, stable companies, aimed at capital preservation. Portfolio of medium growth - a combination of aggressive and conservative.
Income Portfolio - this type of portfolio is aimed at obtaining high current income - interest and dividend payments. Buying c.b. with high current payouts. Regular income portfolio - highly reliable securities. and generating average income with a minimum level of risk. A portfolio of income securities - high-yield bonds, securities, bringing high income with average risk. Portfolio of growth and income. Balanced portfolio - balancing income and risk.
Money market portfolios - the goal is the complete preservation of capital. This portfolio includes cash and marketable assets.
Portfolios of securities exempt from tax, contains government debt obligations.
Portfolios consisting of ts.b. state structures.
Portfolios consisting of ts.b. various industries.
Formation and management of a portfolio is the area of activity of professionals, and the created portfolio is a product that can be sold in parts or in whole. RZB is volatile, so it is necessary portfolio management. Management comes down to: - maintaining the initially invested funds, - achieving the maximum level of income, - ensuring the investment orientation of the portfolio. Monitoring - a detailed analysis of the market. Its development, performance of companies, assessment of the investment qualities of the securities. The main problem to be solved in portfolio formation - this is the distribution by the investor of a certain amount of money among various alternative investments (stocks, bonds, cash, etc.) in order to achieve the goal. The investor strives to get the maximum profit.
Authors: Shevchuk D.A., Shevchuk V.A.
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