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  2. Wall Street and the Financial Crisis: Anatomy of a Financial ...

    en.wikipedia.org/wiki/Wall_Street_and_the...

    The case study found that from 2004 to 2008, banks focused their efforts heavily on RMBS and CDO securities, complex and high risk financial products that they could bundle and sell to investors who did not necessarily know the composition of the product. Financial institutions issued $2.5 trillion in RMBS and $1.4 trillion in CDO securities.

  3. Asset and liability management - Wikipedia

    en.wikipedia.org/wiki/Asset_and_liability_management

    Asset and liability management (often abbreviated ALM) is the term covering tools and techniques used by a bank or other corporate to minimise exposure to market risk and liquidity risk through holding the optimum combination of assets and liabilities. [1]

  4. Storm Financial - Wikipedia

    en.wikipedia.org/wiki/Storm_Financial

    Storm Financial Limited was a financial advice company, based in Townsville, Queensland, Australia. The company was founded by Emmanuel Cassimatis and his wife Julie Cassimatis as a private company initially with the name Cassimatis Securities Pty Ltd on 23 May 1994. [ 1 ]

  5. Trinity study - Wikipedia

    en.wikipedia.org/wiki/Trinity_study

    In finance, investment advising, and retirement planning, the Trinity study is an informal name used to refer to an influential 1998 paper by three professors of finance at Trinity University. [1] It is one of a category of studies that attempt to determine "safe withdrawal rates " from retirement portfolios that contain stocks and thus grow ...

  6. Peregrine Financial Group - Wikipedia

    en.wikipedia.org/wiki/Peregrine_Financial_Group

    Peregrine Financial Group Inc., commonly known as PFGBest, [1] was an Iowa-based financial firm that operated for over 20 years. It was shut down in July 2012 [ 2 ] after it was put under investigation for a $200 million shortfall in customer funds. [ 3 ]

  7. Magnum Financial Holdings v Summerly - Wikipedia

    en.wikipedia.org/wiki/Magnum_Financial_Holdings...

    In Magnum Financial Holdings (Pty) Ltd (in liquidation) v Summerly, an important case in South African insolvency law, the question to be decided was whether the trust before the court was susceptible of sequestration. This depended on whether it was a “debtor” as defined in section 2 of the Act.

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  9. Brownian model of financial markets - Wikipedia

    en.wikipedia.org/wiki/Brownian_model_of...

    The Brownian motion models for financial markets are based on the work of Robert C. Merton and Paul A. Samuelson, as extensions to the one-period market models of Harold Markowitz and William F. Sharpe, and are concerned with defining the concepts of financial assets and markets, portfolios, gains and wealth in terms of continuous-time stochastic processes.