Overview of finance and finance-related topics
El siguiente esquema se ofrece como descripción general y guía temática sobre finanzas:
Finanzas – aborda las formas en que los individuos y las organizaciones recaudan y asignan recursos monetarios a lo largo del tiempo, teniendo en cuenta los riesgos que conllevan sus proyectos.
Descripción general
El término finanzas puede incorporar cualquiera de los siguientes:
Conceptos financieros fundamentales
Historia
Términos financieros por campo
Contabilidad (mantenimiento de registros financieros)
Bancario
Finanzas corporativas
Gestión de inversiones
Finanzas personales
Finanzas públicas
Gestión de riesgos
Financiación por restricciones
Seguro
Economía y finanzas
Áreas de la economía relacionadas con las finanzas
Teoría de las finanzas corporativas
Teoría de la valoración de activos
Modelos de fijación de precios de activos
- Precios de equilibrio
- Renta variable, divisas y materias primas
- Bonos; otros instrumentos de tipos de interés
- Precios neutrales al riesgo
- Renta variable; divisas y materias primas; tipos de interés
- Bonos; otros instrumentos de tipos de interés
Matemáticas y finanzas
Valor temporal del dinero
Matemáticas financieras
Precios de derivados
Matemáticas de portafolios
Mercados financieros
Mercados financieros
Mercado e instrumentos
Mercado de valores
Valoración de capital
Teoría de la inversión
Mercado de bonos
Mercado de dinero
Mercado de materias primas
Mercado de derivados
Mercados y contratos a plazo
Mercados de futuros y contratos
Mercados de opciones y contratos
Swap markets and contracts
Derivative markets by underlyings
Equity derivatives
Interest rate derivatives
Credit derivatives
Foreign exchange derivative
Financial regulation
Designations and accreditation
Litigation
Fraud
Industry bodies
Regulatory bodies
International
European Union
Regulatory bodies by country
United Kingdom
United States
United States legislation
Actuarial topics
Valuation
Underlying theory
Context
Considerations
Discounted cash flow valuation
- Bond valuation
- Modeling
- Results
- Cash flows
- Real estate valuation
- Equity valuation
- Results
- Specific models and approaches
- Cash flows
Relative valuation
Contingent claim valuation
- Valuation techniques
- general
- as typically employed
- Applications
Other approaches
- "Fundamentals"-based (relying on accounting information)
Financial modeling
Portfolio theory
General concepts
Modern portfolio theory
Post-modern portfolio theory
- Approaches
- Optimization considerations
- Measures
- Optimization models
Performance measurement
Mathematical techniques
Quantitative investing
Financial software tools
Financial modeling applications
Corporate Finance
Quantitative finance
- Option pricing and calculation of their "Greeks"
- Other derivatives, especially interest rate derivatives, credit derivatives and exotic derivatives
- Modeling the term structure of interest rates (bootstrapping / multi-curves, short-rate models, HJM framework) and credit spreads
- Credit valuation adjustment, CVA, as well as the various XVA
- Credit risk, counterparty credit risk, and regulatory capital: EAD, PD, LGD, PFE
- Structured product design and manufacture
- Portfolio optimization[2] and Quantitative investing more generally; see further re optimization methods employed.
- Financial risk modeling: value at risk (parametric- and / or historical, CVaR, EVT), stress testing, "sensitivities" analysis
Financial institutions
Financial institutions
Education
- For the typical finance career path and corresponding education requirements see:
- Financial analyst generally, and esp. § Qualification, discussing various investment, banking, and corporate roles (i.e. financial management, corporate finance, investment banking, securities analysis & valuation, portfolio & investment management, credit analysis, working capital & treasury management; see Financial modeling § Accounting)
- Quantitative analyst, Quantitative analysis (finance) § Education and Financial engineering § Education, specifically re roles in quantitative finance (i.e. derivative pricing & hedging, interest rate modeling, financial risk management, financial engineering, computational finance; also, the mathematically intensive variant on the banking roles; see Financial modeling § Quantitative finance)
- Business education lists undergraduate degrees in business, commerce, accounting and economics; "finance" may be taken as a major in most of these, whereas "quantitative finance" is almost invariably postgraduate, following a math-focused Bachelors; the most common degrees for (entry level) investment, banking, and corporate roles are:
- At the postgraduate level, the MBA, MCom and MSM (and recently the Master of Applied Economics) similarly offer training in finance generally; at this level there are also the following specifically focused master's degrees, with MSF the broadest - see Master of Finance § Comparison with other qualifications for their focus and inter-relation:
- Doctoral-training in finance is usually a requirement for academia, but not relevant to industry
- quants often enter the profession with PhDs in disciplines such as physics, mathematics, engineering, and computer science, and learn finance "on the job”
- as an academic field, finance theory is studied and developed within the disciplines of management, (financial) economics, accountancy, and applied / financial mathematics.
- For specialized roles, there are various Professional Certifications in financial services (see #Designations and accreditation above); the best recognized are arguably:
- Various organizations offer executive education, CPD, or other focused training programs, including:
- Ver también titulaciones en campos relacionados:
Véase también
Listas relacionadas
Referencias
- ^ Joel G. Siegel; Jae K. Shim; Stephen Hartman (1 de noviembre de 1997). Guía rápida de Schaum para fórmulas empresariales: 201 herramientas de toma de decisiones para estudiantes de negocios, finanzas y contabilidad. McGraw-Hill Professional. ISBN 978-0-07-058031-2. Recuperado el 12 de noviembre de 2011 .§39 “Modelos de planificación empresarial”. Véase también §294 “Modelo de simulación”.
- ^ Véase, por ejemplo: Low, RKY; Faff, R.; Aas, K. (2016). "Mejora de la selección de carteras de media-varianza mediante el modelado de asimetrías distributivas" (PDF) . Journal of Economics and Business . 85 : 49–72. doi :10.1016/j.jeconbus.2016.01.003.; Low, RKY; Alcock, J.; Faff, R.; Brailsford, T. (2013). "Cópulas canónicas de vid en el contexto de la gestión de cartera moderna: ¿valen la pena?" (PDF) . Journal of Banking & Finance . 37 (8): 3085–3099. doi :10.1016/j.jbankfin.2013.02.036. S2CID 154138333.
Enlaces externos
- Prof. Aswath Damodaran: teoría financiera, con especialización en finanzas corporativas, valuación e inversiones. Datos actualizados, hojas de cálculo de Excel.
- Sitios web para estudiantes de finanzas con criterio (Prof. John M. Wachowicz) -Enlaces a sitios web de finanzas, agrupados por tema
- studyfinance.com - sitio web introductorio de finanzas en la Universidad de Arizona
- SECLaw.com - Derecho de los mercados financieros
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