Value and capital management : a handbook for the finance and risk functions of financial institutions /

"A value management framework designed specifically for banking and insurance The Value Management Handbook is a comprehensive, practical reference written specifically for bank and insurance valuation and value management. Spelling out how the finance and risk functions add value in their resp...

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Bibliographic Details
Main Author: Wilson, Thomas C., 1961-
Format: eBook
Language:English
Published: Hoboken : Wiley, 2015.
Edition:1.
Series:The Wiley finance series
Subjects:
Online Access:Connect to the full text of this electronic book
Table of Contents:
  • Value and Capital Management: A Handbook for the Finance and Risk Functions of Financial Institutions; Contents; List of Abbreviations; Preface; Acknowledgments; About the Author; Part One: Introduction; Chapter 1: Why is Value Management Important?; Better Information; Why It Is Important; Why It Is Challenging; Better Insights; Why It Is Important; Why It Is Challenging; Better Decisions; Corporate Strategy and Capital Allocation: Why It Is Important and Challenging; An Anecdote from Banking; An Anecdote from Insurance; Balance Sheet Management: Why It Is Important and Challenging
  • Risk Management: Why It Is Important and ChallengingWhy Shareholder Value?; Value Management, In the Interests of Shareholders...; ...And All Other Stakeholders; Chapter 2: How do CFOs and CROs Add Value?; The Evolution of the Corporate Center As Shareholder Surrogate; From Monolith...; ...To Diversified Financial Services; The Potential Value Added By the Corporate Center...; ...Offset By the Potential Costs, Leading To the Conglomerate Discount; The Shareholder Surrogate Model of Firm Governance; The Implications for the CFO; A CFO's Job Description; The Implications for the CRO
  • A CRO's Job DescriptionPart Two: Better Information
  • Measuring Value; Chapter 3: RAPMs
  • The Industry Standard; What Makes Financial Services Unique?; Uncertain Cost of Goods Sold; Risk is Inherent in Our Value Proposition; Our Capital and Financing Structure is Driven By Risk; Risk and Capital Requirements; Liabilities As Operating Profit Opportunities; We Are a Heavily Regulated Industry; What Do Rapms Do and How?; What Are RAPMs Trying to Achieve?; How Is It Done?; The Rapm (R)Evolution; Early Adopter Profile: Bankers Trust; Early Adopter Profile: JP Morgan
  • Early Adopter Profile: Bank of AmericaEarly Adopter Profile: Swiss Reinsurance; The Current Status of RAPMs in the Industry; Use in Banking; Use in Insurance; Use in Disclosures; Three Rapms for Three Distinct Purposes... ; New Business RAPMs; Investment RAPMs; Business RAPMs; Adjusted Earnings; Adjusted Capital; Cost of Capital; ...Linking Directly to Shareholder Value; Underwriting Effectiveness, Capital Intensity and Capital Efficiency; KPIs from An Underwriting Perspective; KPIs from A Capital Perspective; Insurance Example; Banking Example; Chapter 4: Two Challenges in Using RAPMs
  • Do Rapms Influence Strategy?Significant Tactical Impact... ; Reinforcing Pricing Discipline, Managing Customer Relationship Profitability; Delegating Limits and Authorities; Establishing Capital Standards and Capital Attribution; ...But Limited Strategic Impact Due to No Clear Link to Shareholder Value; Do Rapms Give the Right Signals?; What are the Issues?; The Intuition; Making the Issues Precise; The CAPM-RAPM: A Theoretically Grounded Example; Risk, Return and Excess Returns in the CAPM World; The Shareholder's Perspective: Invested Capital and Leverage