Latest published pages

EU Regulation 2020/852 on determining whether an economic activity is sustainable
Author: Françoise Caclin.
April 14, 2021
What indicators should be used to measure the carbon footprints of socially responsible investment portfolios? What are their limitations?
Author: Françoise Caclin.
December 14, 2020
A general presentation of bonds: the different types of bonds, fixed-rate and variable-rate bonds, repayment, amortisation
Author: Maltem Consulting.
October 21, 2020
A general presentation of shares: definition, typology, rights, transfer, income
Author: François Ruiz.
August 21, 2020
A presentation of securities: shares, bonds, negotiable debt securities.
Author: Maltem Consulting.
August 12, 2020
An introduction to negotiable debt securities (French TCN, for "titres de créance négociables").
Author: Françoise Caclin.
August 12, 2020
Understand the new EU regulation on the consideration of sustainability by financial market participants and the transparency required in this regard.
Author: Françoise Caclin.
May 24, 2020
A detailed presentation of the main concepts relating to interest rate risk.
Author: Françoise Caclin.
March 14, 2019
Market risk is the risk of loss related to changes in the market value of a portfolio of financial instruments.
Author: Françoise Caclin.
February 11, 2019
Credit Rating Agencies are private companies whose main activity is to assess the ability of debt issuers to meet their financial commitments.
Author: Françoise Caclin.
January 23, 2019
Corporate actions refer to events that occur in the life of a security: dividend payment, capital increase, takeover bid...
Author: Françoise Caclin.
December 21, 2018
Effective January 2018, what are the consequences of MIF 2 for European financial markets and their players?
Author: Françoise Caclin.
December 18, 2018
A securities lending is a contract by which a lender temporarily transfers a given quantity of a given security to a borrower.
Author: Françoise Caclin.
December 17, 2018
A Repo refers to a transaction in which two parties simultaneously agree on two transactions: a sale of securities for cash followed by a forward repurchase on a prearranged date and price.
Author: Maltem Consulting.
December 04, 2018
An introduction to SWIFT payments and messages
Author: Françoise Caclin.
December 03, 2018
The broker executes your entry and exit orders and charges a commission for this. He/she is the intermediary between you and the market.
Author: FormaTrade.
November 29, 2018
A futures contract is a standardized contract for securing or committing to a price for a specified quantity of a given commodity at a future date.
Author: Françoise Caclin.
November 29, 2018
What are Credit Default Swaps? What are their characteristics and how is their market organised?
Author: Françoise Caclin.
November 16, 2018
How to apply the standard sensitivity-based risk calculation method of the Fundamental Review of the Trading Book regulatory framework
Author: Françoise Caclin.
April 17, 2018
A presentation of TARGET 2 SECURITES, the single settlement platform within the euro area.
Author: Françoise Caclin.
November 08, 2017
What are derivative instruments and what are they used for?
Author: Françoise Caclin.
November 08, 2017
Banks, institutional investors, issue of securities, custodians, markets operations, trading rooms, speculation and arbitrage
Author: Françoise Caclin.
November 05, 2017
A new section about risk management
Author: Françoise Caclin.
November 03, 2017
FRTB key new features: an overhaul of the Standardized Approach
Author: Françoise Caclin.
October 22, 2017
What are the applications of machine learning to financial markets?
Author: Françoise Caclin.
November 02, 2016
With climate change, finance just as other economic sectors has no choice but to become sustainable. But using which tools?
Author: Françoise Caclin.
August 05, 2016
The blockchain is the underlying technology behind bitcoin. How does it work? Why is it a potential revolution, especially in finance?
Author: Françoise Caclin.
August 03, 2016
what is shadow banking, its risk and its regulation
Author: Françoise Caclin.
September 05, 2014
how it works, who are the actors, advantages and drawbacks
Author: Françoise Caclin.
June 06, 2013
a fundamental tool in the context of Basel III
Author: Finaxium.
April 04, 2013
the key role of CCPs to prevent systemic risk
Author: Finaxium.
March 19, 2013
The SWIFT company, a key player in capital markets, operates an international electronic communication network between market players.
Author: Françoise Caclin.
An Over-the-counter (OTC) contract that allows the exchange of fixed-rate interest flows for floating-rate interest flows on the basis of a nominal amount.
Author: Françoise Caclin.
The management of collateral, an instrument to reduce credit risk.
Author: Françoise Caclin.
The product control: how banks and financial institutions are reviewing this essential function inside their organizations after the financial crisis.
Author: Investance.
The operational risk: definition and issues, risk map, measurement, control...
Author: Françoise Caclin.
The financial regulatory authorities
Author: Françoise Caclin.
New version of the financial products section home page
Author: Françoise Caclin.
FiMarkets' collection of old French stocks
Author: Françoise Caclin.
Capital market players: new introduction
Author: Françoise Caclin.
Carbon finance, when finance fights global warming
Author: ICG Conseil.
The function of financial markets in the economy
Author: Françoise Caclin.
November 05, 2017
Role and functioning of an organised market: Euronext
Author: Françoise Caclin.
Depositories services to the investors
Author: ISIFI Conseil.
Market infrastructures: systems and stakeholders
Author: ISIFI Conseil.
Target2 Securities: the last piece of the European securities market puzzle
Author: ISIFI Conseil.
June 08, 2008
Basic foreign exchange operations: spot, outright and currency swap
Author: Françoise Caclin.
Mutual funds: what is a fund, its purpose, the organisation of asset management and the role of the players
Author: Françoise Caclin.
The calculation of the solvency ratio or McDonough ratio, as defined by the Basel 2 agreement.
Author: Françoise Caclin.
How does one become a trader? What is the trader's role? What is the job like on a daily basis?
Author: Jérôme Fabre.
May 09, 2007