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1
Abaidoo, Rexford, and Elvis Kwame Agyapong. "Banking industry stability and investment dynamics." Journal of Financial Regulation and Compliance 30, no. 2 (November 30, 2021): 215–39. http://dx.doi.org/10.1108/jfrc-06-2021-0049.
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Purpose This paper aims to evaluate how strands of differing investments influence stability in the banking industry using data from 37 countries in Sub-Sahara Africa from 2000 to 2018. Design/methodology/approach Empirical analyses in the study were carried out using a two-step system Generalized Method of Moments estimation methodology. Findings Empirical results suggest that generally, growth in investments by governments, foreign investments and private domestic investments have a significant positive impact in stabilizing the banking industry. The empirical estimates further suggest that macroeconomic conditions such as macroeconomic uncertainty adversely affects the liquid reserve position of banks even during periods of appreciable growth in investments. Originality/value The authors present a different approach to the banking industry discourse. Instead of surmise the relationship with the direction of impact often emanating from the banking industry to other variables of interest or conditions, this study rather examines how investment dynamics among economies influence the stability of the banking industry overtime. In contrast to related studies, this study examines how strands of investment variables influence the stability of the banking industry. Specifically, this study is modeled to examine the extent to which variability in investment growth (using different investment variables) affect stability in the banking industry.
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Auzin, I. S. "Investment banking as a promising area of banking." Scientific notes of the Russian academy of entrepreneurship 21, no. 2 (July 9, 2022): 26–30. http://dx.doi.org/10.24182/2073-6258-2022-21-2-26-30.
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Financial market participants are constantly trying to implement the adaptation of modern foreign products of banking institutions and innovative service tools as the formation of certain competitive advantages in this market.The Russian financial market is quite dynamic. It is no coincidence that many financial analysts note the fact that Russia is characterized by profound changes in the economic sphere, and especially in the banking services market.As banking institutions, it is customary to consider such organizations that collect funds from citizens of the country with special tools established by law, as well as transfer this capital to the process of use by various legal entities on the basis of the principle of repayment.Over the past few years, the banking institutions themselves have gradually changed their own status with the transformation from an additional financial instrument of the largest corporations into individual players in the market. A fairly rapidly developing area of such banking activity is investment banking (in other words, investment banking).For the first time, investment banking began to appear in the United States in the 30s of the last century, when, on a legislative basis, such banks were united into a separate conglomerate in order to manage the risks that arose as part of speculative operations in financial markets through deposits and customer deposits. This separation was further abolished, and commercial banks were again given the right to provide investment services.The subject of research in the article is the economic relations that arise in the process of intermediary activities of investment banks. The research results consist in identifying the actual features of the development of investment banking within the framework of the main types of investment activities of banks. The author substantiated the advantages of investment banks functioning as financial institutions, the main task of which is to attract investments for companies on a commercial basis or for state and municipal authorities.
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Vinyard, Marc. "ThomsonONE.com Investment Banking." Charleston Advisor 15, no. 2 (October 1, 2013): 48–53. http://dx.doi.org/10.5260/chara.15.2.48.
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Sharma, Shikha. "ThomsonONE.com Investment Banking." Journal of Business & Finance Librarianship 17, no. 4 (October 2012): 346–53. http://dx.doi.org/10.1080/08963568.2012.712017.
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Scholes, Myron S., and Mark A. Wolfson. "Decentralized investment banking." Journal of Financial Economics 24, no. 1 (September 1989): 7–35. http://dx.doi.org/10.1016/0304-405x(89)90070-6.
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Hood, William. "Inside investment banking." Journal of Banking & Finance 12, no. 4 (December 1988): 608–10. http://dx.doi.org/10.1016/0378-4266(88)90024-6.
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Auzin, I. S. "Features of functioning and directions of development of investment banks in Russia." Entrepreneur’s Guide 15, no. 3 (August 2, 2022): 24–29. http://dx.doi.org/10.24182/2073-9885-2022-15-3-24-29.
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With the help of the development of the banking system around the world, such a term as investment banking was formed. Thus, the current set of banking products and services for the most part does not allow satisfying the existing demand of customers, so banking institutions began to develop at a faster pace. It is the needs of customers that stimulate not only foreign, but also Russian banks to expand the range of services provided, as well as to improve their activities (including in terms of investments).To date for the implementation of the active development of banking services, investment banking is considered as one of the main elements.Now investment banking continues to play one of the most important roles in the process of financing the economic sector. Investment banking is one of the most promising areas of mediation of investment-oriented banks, the main task of which can be attributed to the implementation of investment interests on the part of clients.At the international level, the sphere of investment banking has an important role and place in the economic field. Investment banking is characterized by certain development prospects in the Russian Federation. The practical use of the methods presented in this scientific article can ensure the further development of this area of investment banking in Russia.The subject of research in the article is the economic relations that arise in the process of intermediary activities of investment banks. Research results are to identify relevant aspects of the functioning of investment banks in the Russian Federation. The author substantiated the directions for the development of investment banks in Russia, taking into account the elimination of existing shortcomings.
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Ordoñez, Guillermo. "Sustainable Shadow Banking." American Economic Journal: Macroeconomics 10, no. 1 (January 1, 2018): 33–56. http://dx.doi.org/10.1257/mac.20150346.
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Banking regulation is beneficial because it constrains banks' portfolios to prevent excessive risk taking. But given that regulators usually know less than a bank about its investment opportunities, regulation comes at the cost of foregoing profitable investments. I argue that shadow banking improves welfare because it provides a channel to escape excessive regulation that is asymmetrically more valuable for banks with access to efficient investment opportunities. I propose a novel intervention that improves welfare further by taxing shadow activities, subsidizing regulated activities and allowing banks to self-select into being regulated or not. (JEL D82, G21, G28, G31, G32, L25)
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Trimulato, Trimulato. "Sharia Bank Product Development through Mudhrabah Investment." Shirkah: Journal of Economics and Business 1, no. 3 (December 31, 2016): 311. http://dx.doi.org/10.22515/shirkah.v1i3.24.
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Sharia banking now has a strong legal framework with the presence of law number 21 of 2008 on sharia banking in Indonesia. This regulation enforces sharia banking to develop products to achieve the targeted market share of 5%. In third-party fund products, more innovation is needed to attract people to entrust their funds in sharia banks. The visible data of mudharabah fund raising deposit products in March 2013 amounted to Rp100.746.000.000 and Rp115.728.000.000 in mudharabah deposits was visible on April 2014, which is an increase of less than 2% each month. This research uses a qualitative descriptive methodology, and is focused on fund raising products in shari'ah banking, particularly in the form of mudharabah investments for a definitive result. The results show that sharia banking requires innovative fund raising for third-party products, such as mudharabah investment products. These investments provide certainty of results despite using mudharabah and are based on the certainty that projector financing has been agreed by the sharia with the creditor banks. This investment product can be offered to both individuals and groups/collectives.Keywords: sharia banking, investment, mudharabah
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Krstić, Snežana, Milan Mihajlović, and Irena Milojević. "Investment banking and securities markets." Civitas 10, no. 1 (2020): 94–113. http://dx.doi.org/10.5937/civitas2001094k.
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An increasing number of analyses have given proof that an effective financial system differs from an ineffective one in that it drives the long-term economic growth forward by allocating financial resources to more profitable investments. As a result, demands for financial sector reforms to increase its efficiency have intensified, in order to promote economic progress. Stable and efficient banking systems are an important component of every financial system. By reducing the efficiency of a country's banking or entire financial system, the ability to allocate resources for productive investment is reduced. The aim of the paper is to examine the importance and future possibilities of investment banking in the context of modern capital markets.
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Ellis, Katrina, Roni Michaely, and Maureen O’Hara. "Competition in investment banking." Review of Development Finance 1, no. 1 (January 2011): 28–46. http://dx.doi.org/10.1016/j.rdf.2010.10.004.
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Lawrence Kuhn, Robert. "New‐Age Investment Banking." Journal of Business Strategy 11, no. 6 (June 1990): 54–56. http://dx.doi.org/10.1108/eb039390.
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Dorn-Seifert, Annegret. "Rüstzeug fürs Investment Banking." Bankmagazin 50, no. 10 (October 2001): 76–77. http://dx.doi.org/10.1007/bf03229974.
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Gulamhussen, Mohamed Azzim. "FDI in Investment Banking." Thunderbird International Business Review 54, no. 6 (October 23, 2012): 921–34. http://dx.doi.org/10.1002/tie.21512.
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Gutkevych, Svitlana, and Virginija Jureniene. "BANK’S INVESTMENT ACTIVITY." Baltic Journal of Economic Studies 6, no. 2 (May 22, 2020): 108–15. http://dx.doi.org/10.30525/2256-0742/2020-6-2-108-115.
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The article considers the investment system that is determined by the investment activity of financial institutions. The banking system is a dynamic system, the basis of the economic infrastructure of the market. The bank's investment operations are a complex process because the bank can be both an object and an investor. The bank's investment choices are influenced by the following major factors: expected rate of return, tax characteristics, mortgage requirements, risks.The stability of the banking system depends on the general equilibrium conditions between accumulation and investment demand. The state of the banking system affects investment. The structure of the modern banking system in Ukraine is in line with Western counterparts, and the domestic legal framework in the banking sector is perfect enough to regulate banking processes and ensure the stability of the banking sector. In a broader context, international investment processes are influenced by: the state of development of the world economy, international factor and investment markets; stability of the world monetary system; development of international investment infrastructure and the like. In the context of globalization, international investment is influenced by the interacting processes of trans nationalization and regional economic integration. The effects of global economic factors, on the one hand, offset some of the differences between countries, and on the other, it creates a macro environment for large-scale activity of international entities and investment institutions.
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Spahija, Fidane. "The Investment and Net Interest Margin: Case Study Commercial Banks in Kosovo." European Journal of Multidisciplinary Studies 1, no. 2 (April 30, 2016): 117. http://dx.doi.org/10.26417/ejms.v1i2.p117-126.
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In Kosovo, but in all developing countries, the foreign investment is the locomotive of the country that considered as the most important economic sectors. In general it can be concluded that most of the investment originates from developed countries and that these investments return to these places. Origin of investments in Kosovo mainly comes from countries such as Austria, Germany, Slovenia, Great Britain, Switzerland, Turkey, the Netherlands, Albania, Serbia, USA, France, Macedonia, Croatia, Cyprus, Norway, Italy, Greece etc. The banking sector in Kosovo has been very attractive to the foreign investors. A total of nine commercial banks, seven are foreign owned. Foreign investments are primarily generated as investments in shares of foreign shareholders from different countries of the world. Investments in securities have increased by the banking sector in 2014. With the change of the interest rate it has also changed net interest margin of the banking sector. Interest on loans and deposits has continued to decline. Especially interest rates on deposits in 2014 have fallen to 1. 1%. This linked to the investment bank in securities of our government as the initiator in this area but cannot be denied to the investment of foreign governments. With the decrease of credit interest rate will be the development of sustainable economic growth and boost investment.
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Kickbusch, Ilona, Rüdiger Krech, Christian Franz, and Nadya Wells. "Banking for health: opportunities in cooperation between banking and health applying innovation from other sectors." BMJ Global Health 3, Suppl 1 (June 2018): e000598. http://dx.doi.org/10.1136/bmjgh-2017-000598.
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The annual funding need for global health SDG targets is estimated by WHO at US$134 billion per year, rising to US$274-$371bn by 2030. This paper examines the challenge of making sustainable investment structures in global health more attractive for mainstream financial markets. The objective is a framework for targeted future debate with financial sector actors. Four case studies of innovative sustainable investment mechanisms are analysed, elaborating potential transfer of green and impact investment models in order to channel additional private sector funds to health. To increase private sector involvement, profit must accrue to providers of finance. The paper shows how health criteria can be incorporated into structures, which create triple bottom line return opportunities. Health infrastructure projects based on risk sharing models with governments or multilateral agencies could use long-term funding, with better credit ratings and lower cost of capital. Outcomes based investment, similar to green or social impact bonds, with third-party certification of measurable health impact, satisfy the private sector need for return with social interest objectives. Responsible investment could expand by adding a ‘health’ (H) criterion to the Environmental, Social and Governance (ESG) framework, implementing ESG+H for mainstream investment screening. These models are scalable, satisfy the need to dedicate funds to health and incorporate consistent critical success metrics. The conclusion finds that strong legal frameworks and exploration of fiscal incentives will be critical next steps to facilitate scaling up and broadening of interest from private sector financial actors. The impact these investments have on overall population health is a positive externality of sustainable global health investment.
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Егорова, Д. Е., and А. К. Семеняк. "Инвестиционная деятельность банков на рынке ценных бумаг." ТЕНДЕНЦИИ РАЗВИТИЯ НАУКИ И ОБРАЗОВАНИЯ 70, no. 7 (2021): 132–37. http://dx.doi.org/10.18411/lj-02-2021-278.
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Modern banking involves investment. Investment is an economic category characterized by a number of features. The types and forms of investment are diverse and can be transformed taking into account the state of the economy and the level of development of industrial relations. The faster growth of the financial sector in the economy led to the development of financial investments. Banks as financial and credit organizations are actively making financial investments in securities using Internet banking tools. Banks' investments in securities pursue a number of goals that determine the choice of securities for investment and their quality. The article examines the theoretical aspects of the investment activity of the banks of the Russian Federation and its impact on the stability of the banking sector as a whole, studies the issues of its classification, presents the author's position on the essence of the problem under study. Also, based on the analysis of actual data for 2014-2019, the target indicators of bank investments in securities and their development trends in modern conditions were determined. Official data of the Central Bank of the Russian Federation (Bank of Russia) and the Federal State Statistics Service were used as an information base for the study.
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Zverev, Alexei, Victoria Mandron, Tatiana Rebrina, Maria Mishina, and Yulia Karavaeva. "Investment policy of the banking sector: data from Russia." Revista Amazonia Investiga 10, no. 42 (July 30, 2021): 149–62. http://dx.doi.org/10.34069/ai/2021.42.06.14.
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The growing investment activity of banking sector organisations is an important condition for securing diversification of assets and obtaining additional sources of income, as well as maintaining the required level of liquidity. Economic crises and instability of stock markets affect the investment policy of a bank, the quality of its investment portfolio, and the scope of investment transactions with securities. The purpose of the research is to carry out a comprehensive analysis of the investment mechanism of the Russian banking sector and its organisation, to characterise the investment policy and risks connected with investment activities, to determine the criteria for financial instruments included in the structure of investment portfolios of Russian credit institutions. The authors used the analytical, regulatory, comparative, and statistical methods of research to define the dynamics, composition, and structure of investment portfolios and risks involved in the business of financial and credit institutions, in the course of the formation of investment policy. It was concluded, as a result of the research, that enhanced performance, stability, and liquidity of credit institutions were conditioned by the structure and quality of portfolio investments. Improving the efficiency of the banking investment mechanism is a priority area of development, for strengthening the competitive positions of credit institutions in the national banking system. The article presents conclusions regarding the quality of investment operations and transactions with securities effectuated by banks at the present stage. The authors undertook a comparative analysis of indicators characterising the structure of investment assets of the banking sector, grouped by types of investment portfolio. Proceeding from the above, particular directions were developed for practical use, that allow for efficient selection of stock market instruments for inclusion in the investment portfolio of credit institutions in the conditions of high volatility and uncertainty of the financial market.
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Мандрон, В. В., Н. А. Кузнецова, and В. А. Шедько. "Assessment of investment activity of the Russian banking sector on the stock market." Voprosy regionalnoj ekonomiki, no. 2(43) (June 17, 2020): 190–201. http://dx.doi.org/10.21499/2078-4023-2020-43-2-190-201.
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Вопросы обеспечения экономического роста страны, увеличения объемов инвестиций и активизации инвестиционного процесса приобретают особую актуальность на современном этапе. Коммерческие банки являются неотъемлемыми участниками инвестиционного процесса и играют важную роль на инвестиционном рынке, выступая посредниками в аккумулировании и перераспределении временно свободных средств и размещении их в инвестиции. Несмотря, на финансовый потенциал банковского сектора, современный фондовый рынок не позволяет кредитным организациям в достаточной мере реализовывать его. На инвестиционную деятельность банков оказывает существенное влияние риски и низкая ликвидность большого числа корпоративных ценных бумаг. В статье дается оценка состава, структуры и общих объемов инвестиционных операций банковского сектора и стратегии кредитных организаций в сфере портфельных инвестиций, подробно рассматриваются инвестиционные риски, отражается связь рыночного риска с другими видами банковских рисков. Особое внимание уделено анализу динамики основных показателей характеризующих инвестиционную банковскую деятельность. The issues of ensuring the countrys economic growth increasing the volume of investments and activating the investment process are of particular relevance at the present stage. Commercial banks are integral participants in the investment process and play an important role in the investment market, acting as intermediaries in the accumulation and redistribution of temporarily available funds and placing them in investments. Despite the financial potential of the banking sector? the modern stock market does not allow credit institutions to sufficiently implement it. Banks investment activities are significantly affected by the risks and low liquidity of a large number of corporate securities in various sectors of the economy that objects of investment. The article provides an assessment of the composition. Structure and General scope of investment of the banking sector and the strategy of credit institutions in the field of portfolio investments, discusses investment r risks in detail, and reflects the relationship of market risk with other types of banking risks/ Special attention is paid to the analysis of the dynamics of the main indicators that characterize investment banking activities.
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Shah, Krishna Kumar. "Electronic Banking: Its Use and Challenge in Nepal." Academic Voices: A Multidisciplinary Journal 5 (September 30, 2016): 9–15. http://dx.doi.org/10.3126/av.v5i0.15845.
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Electronic banking, new strategies have become necessary in order to attract and retain existing customers, changing business environments, globalization and the advancement of information and communication technology. Despite enormous pressures for change and investment in information technology in the banking field; if these investments do not work in accordance with the principles of investment, they will fail. The available sources and studies conducted in the field, seek to find out the main factors and challenges posed in the development of electronic banking after a relatively long period of adoption in Nepal. This paper highlights the challenges for the development of e-banking, its impact of infrastructural barriers, legal and security barriers and management-banking barriers on the development of e-banking in Nepal.Academic Voices Vol.5 2015: 9-15
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Israhadi, Evita Isretno. "IMPLEMENTATION OF INVESTMENT FUNDS SHARING AGREEMENT IN SHARIA BANKING SYSTEM IN INDONESIA." Diponegoro Law Review 5, no. 1 (April 30, 2020): 77–91. http://dx.doi.org/10.14710/dilrev.5.1.2020.77-91.
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Mudharabah financing investment, also known as trust financing, is a method of distributing funds in Sharia banking to comply with the religious prohibition of interest on loans. However, the use of legal protection has not been maximized in increasing the growth of mudharabah financing investment products, especially for SMEs (Micro, Small and Medium Enterprises), due to the complicated process of filing and guarantees needed by the bank. This study, therefore aims to implement adequate investment funds sharing agreement in Indonesia’s Sharia Banking System for mudharabah investments to be felt in all categories. The result showed that regulatory restructuring is needed for the application of mudharabah investment to be a real sector driver without eliminating the purity of Islamic principles.
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Zhao, Ruoxuan. "The Future of Financial Services with Technological Advances." BCP Business & Management 46 (June 8, 2023): 301–6. http://dx.doi.org/10.54691/bcpbm.v46i.5110.
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FinTech is the new situation facing investment banking, indicating opportunities and challenges brought about by FinTech that investment banking managers should consider planning the future of their businesses under technological advances. The paper explores the future of investment banking supported by technological advances concerning four categories of FinTech: Blockchain, digital payments, lending, and wealth management. The benefits and risks of each category of FinTech are identified compared with traditional financial service methods to propose recommendations that investment banking practices could follow to apply FinTech toward improved operational effectiveness and risk management. The findings suggested that future investment banking practices could refer to the four identified FinTech to improve operations. It is to incorporate the proposed FinTech into the current investment banking practices to support the growth of the investment banking practices in the global financial market. Future academic studies could explore the potential development of Fintech and how advanced FinTech could be incorporated into businesses of investment banking practices.
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Mayorova, T. V. "INVESTMENT BANKING CREDIT AGRICULTURAL ENTERPRISES." Financial and credit activity: problems of theory and practice 2, no. 19 (December 29, 2015): 10. http://dx.doi.org/10.18371/fcaptp.v2i19.57444.
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Farina, Vincenzo. "Strategizing in investment banking network." Journal of Strategy and Management 3, no. 1 (February 23, 2010): 20–31. http://dx.doi.org/10.1108/17554251011019396.
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Morrison, Alan D., Carola Schenone, Aaron Thegeya, and William J. Wilhelm. "Investment-Banking Relationships: 1933–2007." Review of Corporate Finance Studies 7, no. 2 (July 17, 2018): 194–244. http://dx.doi.org/10.1093/rcfs/cfy004.
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Grullon, Gustavo, Shane Underwood, and James P. Weston. "Comovement and investment banking networks." Journal of Financial Economics 113, no. 1 (July 2014): 73–89. http://dx.doi.org/10.1016/j.jfineco.2014.02.010.
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Berzins, Janis, Crocker H. Liu, and Charles Trzcinka. "Asset management and investment banking." Journal of Financial Economics 110, no. 1 (October 2013): 215–31. http://dx.doi.org/10.1016/j.jfineco.2013.05.001.
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Myroshnychenko, Ihnat, Leonid Katranzhy, and Ganna Myroshnychenko. "CHARACTERISTICS OF BANKING INVESTMENT IN THE SECURITIES PORTFOLIO AND CRITERIAS FOR EVALUATION OF ITS EFFICIENCY." Economical 1, no. 25 (May 2022): 20–27. http://dx.doi.org/10.31474/1680-0044-2022-1(25)-20-27.
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Goal. Substantiation of the theoretical basis of the peculiarities of bank investment in the aspect of financial investment in accordance with the criteria for assessing the effectiveness of the securities portfolio.. Method. Substantiation of the theoretical basis of the features of bank investing is based on the methods of theoretical generalization, grouping and comparison. The study of the model of valuation of financial instruments of bank investment and criteria for the effectiveness of the securities portfolio is based on the methodology of system analysis and synthesis. Results. The process of investing in a banking institution by forms has been studied. It is substantiated that the investment process in accordance with the Law of Ukraine "On Banking" and NBU regulations has a certain limit on the bank's resources. The types and forms of bank investments were analyzed, which made it possible to propose a scheme of bank investments, which includes the primary and secondary distribution of bank investments. It is emphasized that banking investment needs special attention in the sector of financial investments in the stock market, as this market is more profitable and is one of the most promising markets for investment. According to the results of the study of models for estimating the value of financial instruments of bank investment and criteria for the effectiveness of the securities portfolio, the fundamental differences in assessing the effectiveness of financial instruments for reverse cash flows based on the fact that there are financial instruments of debt and equity. Scientific novelty. Models that allow to combine the parameters of income and risk of the securities portfolio with the help of one criterion of financial investment efficiency of the securities portfolio, which combines the levels of risk and income in one value, are substantiated. Practical significance. The results of the study form a scientific and practical basis for conducting various analytical and forecasting research in terms of choosing a financial instrument in the securities portfolio in terms of expected return and risk for financial activities, which allows to form a strategy for managing banking investment activities depending on existing stock market conditions
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최선호 and 송승훈. "German Universal Banking Experience and Korean Investment Banking Paradigm." Journal of Contemporary European Studies 27, no. 2 (August 2009): 229–52. http://dx.doi.org/10.17052/jces.2009.27.2.229.
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Medynska, T. V., N. M. Rushchyshyn, and U. M. Nikonenko. "Tax Regulation of Investment Activity of Ukrainian Banks." Business Inform 11, no. 514 (2020): 316–24. http://dx.doi.org/10.32983/2222-4459-2020-11-316-324.
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The article is aimed at researching the tax regulation of investment activity of banks of Ukraine in the current conditions of development of the national economy; identifying the tax stimuli and deterrent factors of investment activity of banking institutions in the formation of investment portfolio. Tax regulation of the banking system directly influences the development of not only the monetary system, but also the national economy in general. Tax instruments for stimulating investment activity of banks are proposed to be grouped depending on the mechanism of influence, goals and types of investments. The dynamics of investments and their share in the assets of Ukrainian banks over the past five years are analyzed. The annual advance in the share of investments in the assets of Ukrainian banks shows an increase in the interest of banks in placing funds into investment objects. The assessment of the change in the composition and structure of the investment portfolio of Ukrainian banks for 2015–2019 was carried out, identifying that domestic banks focused on improving the liquidity of investments, i. e., financial instruments that can be sold at any time at favorable prices. The dynamics of the composition and structure of the portfolio of securities of domestic banks in recent years was researched, determining that the largest share for 2015–2016 made the securities for sale (more than 86%), while the securities before maturity amounted to more than 10%. When considering the structure of the portfolio of securities of banks during 2017-2019, it is specified that the most important is the proportion of investments in securities, which are accounted for at fair value through other comprehensive income, namely, more than 70%. Having examined the problems of domestic banking investment, we believe that stimulation in this direction should be carried out in terms of creating a favorable stable regulatory framework and an effective taxation regime.
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Medynska, T. V., N. M. Rushchyshyn, and U. M. Nikonenko. "Tax Regulation of Investment Activity of Ukrainian Banks." Business Inform 11, no. 514 (2020): 316–24. http://dx.doi.org/10.32983/2222-4459-2020-11-316-324.
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The article is aimed at researching the tax regulation of investment activity of banks of Ukraine in the current conditions of development of the national economy; identifying the tax stimuli and deterrent factors of investment activity of banking institutions in the formation of investment portfolio. Tax regulation of the banking system directly influences the development of not only the monetary system, but also the national economy in general. Tax instruments for stimulating investment activity of banks are proposed to be grouped depending on the mechanism of influence, goals and types of investments. The dynamics of investments and their share in the assets of Ukrainian banks over the past five years are analyzed. The annual advance in the share of investments in the assets of Ukrainian banks shows an increase in the interest of banks in placing funds into investment objects. The assessment of the change in the composition and structure of the investment portfolio of Ukrainian banks for 2015–2019 was carried out, identifying that domestic banks focused on improving the liquidity of investments, i. e., financial instruments that can be sold at any time at favorable prices. The dynamics of the composition and structure of the portfolio of securities of domestic banks in recent years was researched, determining that the largest share for 2015–2016 made the securities for sale (more than 86%), while the securities before maturity amounted to more than 10%. When considering the structure of the portfolio of securities of banks during 2017-2019, it is specified that the most important is the proportion of investments in securities, which are accounted for at fair value through other comprehensive income, namely, more than 70%. Having examined the problems of domestic banking investment, we believe that stimulation in this direction should be carried out in terms of creating a favorable stable regulatory framework and an effective taxation regime.
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Hayet, Hayet. "Analisis Pengaruh Pertumbuhan Pembiayaan Modal Kerja, Investasi dan Konsumsi Pada Perbankan Umum Syariah Terhadap Pertumbuhan Produk Domestik Regional Bruto (PDRB) Kalimantan Barat Periode 2009-2013." Jurnal Ekonomi Bisnis dan Kewirausahaan 5, no. 1 (April 24, 2016): 54. http://dx.doi.org/10.26418/jebik.v5i1.16183.
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Islamic banking has an important role in stimulating the economy because of the intermediaryfunction performed. Improved economy is reflected in the value of the Gross Regional DomesticProduct (GRDP) of an area / region. Distribution of funding performed Islamic banking is givenbased on the purpose and use of the funds are classified into financing for working capital,investment and consumption. This research was to determine (1) the effect of the growth ofworking capital financing (MK), investment (I), and consumption in Islamic commercial bankingon growth GRDP West Kalimantan. (2) Determine which variables are the most dominantinfluence on GRDP growth in West Kalimantan. Sources of data working capital financing,investment and consumption of Islamic banking statistics obtained from Bank Indonesia whilethe GRDP data from the Central Statistics Agency (BPS) of West Kalimantan. The analyticalmethods used were multiple linear regression with a significance level of 0.05. The results of thisresearch indicate that (1) the growth of working capital financing, investment and consumptionin Islamic commercial banking simultaneously the effect on the GRDP growth in WestKalimantan. Partially, on the financing of investment and consumption variables there aresignificant positive effect on GRDP growth West Kalimantan. However, variable financing forworking capital of individual negative and not significant. 2) The most dominant variable effecton the GRDP growth is financing consumption, followed by financing investment and workingcapital. The value of the coefficient of determination Adjusted R2 of 0.489, it means that thefinancing of working capital, investment, and consumption of Islamic commercial banking affectGRDP growth of 48.9 percent. While the rest influenced by other variables not included in thisstudy.
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Bengtsson, Elias. "Investment funds, shadow banking and systemic risk." Journal of Financial Regulation and Compliance 24, no. 1 (February 8, 2016): 60–73. http://dx.doi.org/10.1108/jfrc-12-2014-0051.
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Purpose – This paper aims to consider the role of investment funds in the credit intermediation process and discuss various forms of systemic risk their involvement might give rise to. It concludes by drawing some conclusions on the policy challenges facing authorities charged with regulating shadow banking. Design/methodology/approach – The paper is based on findings from prior research and statistics. Findings – On a general level, the paper shows that even though traditional investment funds and hedge funds may be very different in terms of their investment strategies and business models, some of them share several commonalities from a systemic risk perspective. More specifically, it discusses how instability in the funding profile of investment funds may threaten their ability to substitute banks’ maturity and liquidity transformation; that their potential funding liquidity shortages, asset reallocations and leverage may contribute to procyclicality in credit and market runs on the systemic money and short-term credit markets; and that insufficient risk separation may elude managerial and supervisory oversight, and force banks to reduce or interrupt credit intermediation. Research limitations/implications – The paper points to the lack of timely and comprehensive data for uncovering the stages and entities involved in shadow banking. Without sufficient data, the task of policy bodies, regulators or macroprudential authorities to fully grasp shadow banking and its contribution to systemic risk is daunting. Originality/value – The paper represents (to the author’ knowledge) the first analysis of the role of investments in shadow banking.
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Larionov, A. V. "Methodological Approach to Assessing the Investment Attractiveness of the Industry for the Banking Sector." Voprosy statistiki 26, no. 12 (December 23, 2019): 52–60. http://dx.doi.org/10.34023/2313-6383-2019-26-12-52-60.
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This paper presents selected results of the study on improving information and methodological tools to increase the effectiveness of entrepreneur’s and state investment policy. Final result of this study - is developing guidelines for calculating the coefficient of investment attractiveness of the banking industry based on the physical theory of heat transfer. Classification of industries according to the degree of investment attractiveness allows to select the industries that will receive the least amount of resources from private investors. The least attractive sectors will be able to obtain public investment resources. For sectors with high investment attractiveness, public funds will only supplement the flow of free liquidity from the banking sector. The lack of liquidity in the real sector is compensated by attracting private funds, a significant share of which is in the banking sector. The real sector could also get the state investments. In this regard, it is important for the state and the banking sector to assess the industries from the position of the possibility of returning the funds, as well as obtaining additional income. The study presents guidelines for calculating the coefficient of investment attractiveness of the industry for the banking sector. The indicator takes into account both the distribution of bank loans in the economy by industry, and the expected profitability of lending, affecting the bank’s decision to issue a loan. Based on the analysis of theoretical concepts, it was demonstrated that the liquidity of the banking sector can be redistributed ≪freely≫ (due to market mechanisms) and ≪involuntarily≫ (through the implementation of state policy related to the direction of funds in certain sectors where there is a lack of resources). The study considers a methodological approach to the assessment of factors affecting the distribution of liquidity of the banking system in the real sector of the economy. The considered approach takes into account behavioral aspects of decision-making in the banking system.
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Al Dabbas, Motasem Mohammad. "The Role of the Banking Sector in Increasing Investment and Credit Facilities: The Case of Jordan." WSEAS TRANSACTIONS ON BUSINESS AND ECONOMICS 20 (June 2, 2023): 1207–17. http://dx.doi.org/10.37394/23207.2023.20.107.
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This research explored the role of the banking sector in increasing investment and credit facilities, focusing on the case of Jordan. The descriptive, analytical, and quantitative approaches were adopted by the researcher. The study’s data samples represent the banking sector in Jordan as data was collected from reports issued by the Central Bank of Jordan (CBJ) from 2017 to 2021. The article showcases that the banking sector plays an important role in supporting investments in Jordan and that specifically, the banking sector in Jordan plays a critical role in offering credit facilities during the period studied. The researcher recommends that further research must be conducted to explore in detail the crucial role of the Jordanian banking sector in supporting investments.
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Nabilou, Hossein. "Can the Plight of the European Banking Structural Reforms be a Blessing in Disguise?" European Business Organization Law Review 22, no. 2 (February 22, 2021): 241–81. http://dx.doi.org/10.1007/s40804-021-00206-2.
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AbstractOne of the problems perceived to be at the heart of the global financial crisis was an amalgamation of various commercial and investment banking activities under one entity, as well as the interconnectedness of the banking entities with other financial institutions, investment funds, and the shadow banking system. This paper focuses on various measures that aim to structurally separate the banking entities and their core functions from riskier financial activities such as (proprietary) trading or investments in alternative investment funds. Although banking structural reforms in the EU, the UK, and the US have taken different forms, their common denominator is the separation of core banking functions from certain trading or securities market activities. Having reviewed the arguments for and against banking structural reforms and their varieties in major jurisdictions, including the EU, UK, US, France, and Germany, the paper argues that a more nuanced approach to introducing such measures at the EU level is warranted. Given the different market structures across the Atlantic and the lack of conclusive evidence of the beneficial impact of banking structural reforms, the paper concludes that the withdrawal of the banking structural reforms proposal by the European Commission has been a prudent move. It seems that in the absence of concrete evidence, experimenting with structural reforms at the Member-State level would be less costly and would provide for opportunities for learning from smaller experiments that could pave the way for a more optimal approach to banking structural reforms at the European level in the future.
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Prorokowski, Lukas. "Shadow banking regime: assessment of investment funds." Journal of Investment Compliance 18, no. 2 (July 3, 2017): 36–45. http://dx.doi.org/10.1108/joic-04-2017-0024.
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Purpose To explain the shadow banking regime that will be enforced in the European Union by local regulators starting in January 2017. Design/methodology/approach Recognising the regulatory-induced difficulties in the process of identifying certain types of clients (investment funds) as shadow banking entities, this article provides a decision tree for the shadow banking classification process in order to aid the impacted institutions with the assessment of their clients. With this in mind, the article advises the impacted institutions on the specific steps that should be taken when assessing investment funds for shadow banking flags. Furthermore, the article provides insights into the information required to conduct the shadow banking classification process. Findings The regime requires the impacted institutions to assess their clients for shadow banking flags in order to impose limits on credit lines to clients classified as shadow banking entities. The US regulatory jurisdiction will be impacted over a longer term. Originality/value The recommendations in this article will be especially useful for investment funds to ensure that the relevant information is clearly stated in their prospectuses in order to avoid being classified as shadow banking entities.
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STANCIU, LAURA. "Italian multinational banking in interwar east central Europe." Financial History Review 7, no. 1 (April 2000): 45–66. http://dx.doi.org/10.1017/s0968565000000032.
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Laura Stanciu, Italian multinational banking in interwar east central EuropeThis article examines the interwar development of multinational investment undertaken by the most prominent Italian universal bank — Banca Commerciale Italiana — in Bulgaria, Hungary, Poland and Romania, referred to here as east central Europe. It analyses the extent to which considerations concerning universal banking's development are valid in the case of Italian multinational investment in this region. The article is neither a study of the 1930s financial crisis nor an analysis of the Italian universal banking per se. Instead, it questions the implicit relationship between the fate of the activities of Banca Commerciale Italiana in east central Europe and the general problems of the universal banking system during the early 1930s. Evidence seems to suggest that the bank's withdrawal from the region, beginning in the late 1920s, was more a result of managerial shortcomings and unsound investment decisions than the crisis.
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Jiang, Shanshan, and Hong Fan. "Systemic Risk in the Interbank Market with Overlapping Portfolios." Complexity 2019 (April 16, 2019): 1–12. http://dx.doi.org/10.1155/2019/5317819.
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The increasing frequency and scope of the financial crisis have attracted more attention in the research of the systemic risk of banking system. A new model for the interbank market with overlapping portfolios is proposed to simulate a banking system in this work. The proposed model uses a bipartite network of banks and their assets to analyze the impact of bank investment on the stability of the banking system. In addition, this model introduces investment risk and allows banks to make up for liquidity by selling devaluated assets, which reflects the operating rules of the banking system more realistically. The results show that allowing banks to sell devaluated assets to make up for liquidity can improve the stability of the banking system and the interbank market can also improve the stability of the banking system. For the investment of banks, the investment risk is an uncertain factor that affects the stability of the banking system. The proposed model further analyzes the impact of average investment interest rate, savings interest rate, deposit reserve ratio, and investment asset diversity on the stability of the banking system. The model provides a tool for policy-makers and supervision agencies to prevent the systemic risk of banking system.
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Lam, Terence Y. M., and Malvern Tipping. "A case study of the investment yields of high street banks." Journal of Property Investment & Finance 34, no. 5 (August 1, 2016): 521–34. http://dx.doi.org/10.1108/jpif-03-2016-0019.
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Purpose – Sale-and-leaseback has become an increasingly common approach during the last two decades in the investment of high street banks (banking-halls) in the UK. One measure commonly used in making property investment decisions is the all risks yield (ARY) which is associated with the level of rental income. Investors and their advisors need to know which factors are likely to result in the highest ARY when assembling investment portfolios of such properties. The purpose of this paper is to identify those yield influences. Design/methodology/approach – A qualitative multiple-case study was adopted. A literature review generated a hypothesis which was tested by a qualitative study, based upon semi-structured interviews and a questionnaire, to establish the influencing factors. Expert interviews were held with the heads of those three major auction-houses dealing with auctions of all retail bank premises in the Great Britain market, whilst the questionnaire survey involved investment professionals from within the auction-houses. Findings – The study confirmed that the four factors influencing yields and investors’ decision-making when purchasing retail banking premises were tenant banking company (brand names), regional location (north and south super-regions), lot size (hammer price), and tenure (freehold or leasehold). Research limitations/implications – This investigation focuses on Great Britain’s geographical and political area which includes England, Scotland and Wales, but excludes Northern Ireland. This research focuses on banking-halls as a sub-class of retail property investment. The findings form a baseline upon which further research can be conducted on other sub-types of retail property such as high street shops and retail parks. The results will also underpin the development of a quantitative yield predictive model based on regression analysis. Practical implications – To maximize the returns on property investments, investors and their professional advisors can use those factors having the greatest influence on yields to make informed investment decisions for the building of property portfolios. Originality/value – As a sub-sector, bank premises do not necessarily correlate to the generic retail sector. This research consolidates the broad systematic drivers of retail yields into specific factors influencing the ARY of banking-halls. The findings provide better understanding of an active but sparsely analysed sub-market of banking hall investments, and by so-doing help investors to maximize their investment returns.
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Anastasia Chi-Chi, Onuorah, Nzotta Samuel Mbadike, Ozurumba Benedict Anayachukwu, and Chigbu Emmanuel Ezeji. "Impact of Selected Economic Indicators on Foreign Investment Inflow in Nigeria and South Africa: Optimal Indicators Search." International Journal of Management Science and Business Administration 1, no. 7 (2015): 39–47. http://dx.doi.org/10.18775/ijmsba.1849-5664-5419.2014.17.1004.
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Search for ways of attracting foreign investment into developing countries raises great interest among researchers and therefore, there is a search for the economic indicators affecting foreign investment appeal in Africa. This study focuses on the impact of economic indicators of Banking Sector Development Model on foreign investment inflows in Nigeria and South Africa. Various data on banking sector; economic indicators of the classified model were sourced from state statistical bulletins as well as World Bank for the year of 1980-2013. The analysis employed several econometric tools: Unit root, Co-integration, VAR estimates of relative and global statistics to measure the impact and significance of economic indicators attracting/repelling foreign investments. Akaike information criteria for best model selection results showed that economic indicators of Banking Sector Development Model in Nigeria attracted more foreign investment than it did in South Africa. The study concluded that the optimal economic indicators attracting foreign investment are domestic credit and inflation rate. Therefore, the study recommended that effort is highly needed by the government to promote sustainable domestic credit facilities to local industries to attract foreign investment and there should be proactive efficient interest rate control to encourage loans and advances in these two countries.
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Morhachov, I., Ie Ovcharenko, О. Oviechkina, V. Tyshchenko, and O. Tyshchenko. "ASSESSMENT OF US BANKING SECTOR INVESTMENT ATTRACTIVENESS FOR MINORITY INVESTORS: THEORETICAL-APPLIED ASPECT." Financial and credit activity: problems of theory and practice 3, no. 38 (June 30, 2021): 56–65. http://dx.doi.org/10.18371/fcaptp.v3i38.237419.
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Abstract. The aim of the work is to prove the appropriateness for minority investors of investing in shares of US banks only with speculative, and not investment intentions; identifying the reasons why long-term investment in the sector is not appropriateness in the presence of a fundamental enabling environment for its development. In the article, the US banking sector is considered as an object of long-term investment for investors who plan to be only minority shareholders, including for citizens of Ukraine. The main research methods in the paper are a graphical analysis of the dynamics of share prices of key US banks and determine the average annual growth rate of the market value of their shares. This average annual growth rate of the value of shares of the respective banks was compared with the dynamics of the stock index S & P-500. The sector is characterized by favorable conditions for development, but the paper proves the hypothesis of the feasibility of investing in shares of US banks only with speculative rather than investment intentions. The factors of inexpediency of long-term investment in this sector in the presence of fundamental favorable conditions for the development of the sector in the country are specified. It is determined that the speculative nature of investments in the US banking sector is due to the lack of sustainable long-term growth of shares of the respective banks at a rate exceeding the growth rate of the stock index S&P-500. The main reasons that hinder the sustainable development of the US banking sector and prevent investment in this sector to outpace the efficiency of investment in the broad market was specified. The main such factors are the significant impact on banking activities of both macroeconomic crises and crises in certain sectors of the economy that are customers of banks. Since the clients of banks are almost all sectors of the economy, the list of possible sectoral crises, which are pass on the banking system in proportion to the volume of lending, is quite significant. This makes investing in the banking sector more risky than investing in other sectors of the economy. The property of the US banking sector and its of state regulation to evolve in the direction of improving the ability to counter economic crises is specified. This property reduces the reliability of forecasts for the development of the studied sector similarly to the dynamics of past periods and forces to plan events in a more optimistic scenario. The heterogeneity of the US banking sector in terms of asset structure and the level of diversification of activities has been identified, which allows individual banks of the country to go through periods of economic crisis in different ways.
Keywords: US banking sector, stocks, S&P stock index-500, investments, economic crises.
JEL Classification G21, G24, G12
Formulas: 2; fig.: 0; tabl.: 2; bibl.: 21.
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Lapina, Yuliya. "Investment banks efficiency and corporate governance framework: finding unique peculiarities?" Corporate Ownership and Control 11, no. 2 (2014): 743–51. http://dx.doi.org/10.22495/cocv11i2c7p6.
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The main aim of this paper is to research the features of investment banks in comparison with commercial banks, what has allowed distinguishing principal differences in their functioning. The research identifies the main economic factors, which give the opportunity to evaluate the financial intermediaries’ performance in the investment banking sphere. The author suggests the phased system of scientific and methodological approach to assess the effectiveness of quantitative determination of specific investment banking activities, which will include system of the most relevant indicator for this specific banking area. In complex this method assesses efficiency of assets, cost, risk, capital and liquidity management. The author defined the investment banking efficiency by using the comprehensive procedure which allows input indicators base, highlighted integrated assessment which is based on the calculation of synthetic investment banking key performance index (SIBKPI).
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Fleuriet, Michel. "The location of investment banking business." Revue d'économie financière (English ed.) 57, no. 2 (2000): 119–26. http://dx.doi.org/10.3406/ecofi.2000.4730.
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Merlano-De La Ossa, Felipe. "La banca de inversión: Investment Banking." Panorama Económico 1 (January 1, 1993): 19–23. http://dx.doi.org/10.32997/2463-0470-vol.1-num.1-1993-478.
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El nuevo modelo de desarrollo económico que se está aplicando en el país pretende, entre otros aspectos, exponer nuestros productos a la competencia en los mercados ínternacionales. Un elemento necesario (no suficiente) en el logro de este objetivo, está determinado por el oportuno y eficiente apoyo del sector financiero al sector real de nuestra econornía.Las reformas financiera, cambiaria, laboral, tributaria, de comercio exterior, inversión extranjera, además de los nuevos elementos incluídos en la Constitución de 1991, permiten iniciar el camino hacia ese nuevo entorno económico deseado. Sin embargo, existen en los mercados internacionales de dinero y capitales algunos sistemas y estrategias de negociación sobre los cuales no se tiene un conocimiento general y adecuado.
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Eccles, Robert G., and Dwight B. Crane. "Managing through Networks in Investment Banking." California Management Review 30, no. 1 (October 1987): 176–95. http://dx.doi.org/10.2307/41165273.
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Kurmanova, L., and D. Kurmanova. "Simulation of Banking Sector’s Investment Potential." IOP Conference Series: Earth and Environmental Science 272 (June 21, 2019): 032160. http://dx.doi.org/10.1088/1755-1315/272/3/032160.
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SUSSMAN, OREN. "INVESTMENT AND BANKING: SOME INTERNATIONAL COMPARISONS." Oxford Review of Economic Policy 10, no. 4 (1994): 79–93. http://dx.doi.org/10.1093/oxrep/10.4.79.
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McLaughlin, Robyn M. "Investment-banking contracts in tender offers." Journal of Financial Economics 28, no. 1-2 (November 1990): 209–32. http://dx.doi.org/10.1016/0304-405x(90)90053-3.
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