Financial Analysis

Overview


The financial analysis corner provides tools for running the most common types of quantitative analytics used in the analysis of the financial markets.

Financial Industries


  • Banking Analytics The banking corner demonstrates how to run various types of analytics that are typically used by banks. This includes capital calculations, loan pricing, and liquidity analysis.
  • Insurance Analytics analytics specific to companies that sell or purchase insurance.
  • Fund Management - issues in creating a fund management company.

Corporate Finance


  • Valuation : is the process of deriving a hypothetical value to an asset, usually a company or other asset that generates cash flows.
  • Finance Statement Analysis The financial statement analytics corner examines tools and techniques to retrieve financial statement data, as well as the analysis of that data.
  • Capital Structure refers to the way in the which a company is financed, primarily between debt and equity.
  • Working Capital Management
  • Corporate Budgeting
    • Operational Expense Budgeting
    • Capital Budgeting

Asset Classes


  • Fixed Income Analysis The fixed income analytics corner demonstrates various ways to perform analysis on fixed income instruments.
  • Credit Analysis focuses on instruments such as loans where one party can default on the contract.
  • Equities : represents shares of ownership a company.
  • Real Estate Analytics : examines the issues specific to real estate financing.
  • Commodities : a raw material or agricultural product.
  • Foreign Exchange: foreign currencies.
  • Crypto Currencies: digital currencies such as Bitcoin.
  • Derivatives The derivatives corner show examples of computing derivative risk using various models including the famous Black Scholes equation.
  • Insurance - contracts that guarantee the holder against some loss.

Trading


  • Trading: examines the issues surrounding analyzing and trading assets.
  • Market Microstructure: examines the structure of markets where securities trade, which can have an impact on an assets liquidity.
  • Liquidity: examines the determinants of an assets liquidity.
  • Trade Execution Analytics Examines ways to measure trade impact and optimal trade execution.

Risk


  • Financial Risk refers to the uncertainty of outcome when trading or investing.

Asset Portfolios


  • Portfolio Analytics details issues surrounding the analysis of portfolios, including both risk and performance.
  • Performance
  • Asset Allocation : refers to process of determining how much of a portfolio should be invested in each of its various asset types, or classes.
  • Retirement Analytics Retirement analytics refers to analytics that tries to optimize a persons investment choices when their goal is focused on retirement. This usually means providing guidance as to the amount to invest on a yearly basis as well as the amount of risk the individual should take.