Recent content by Ken Abbott

FP&A Resources for Financial Institutions 1. Clear guidance on how FP&A teams in banks support strategic and risk management initiatives across driving economic cycles. Grant Thornton 2. A whitepaper outlining extended planning (rolling forecasts, scenario modeling) techniques tailored for the...

https://www.ici.org/doc-server/pdf%3Ag2understanding.pdf SEC.gov | Beginners Guide to Mutual Funds The Little Book of Common Sense Investing - Wikipedia Common Sense on Mutual Funds - Wikipedia The Intelligent Investor - Wikipedia Investing for beginners | Investing ideas and planning | Fidelity...

https://www.cfainstitute.org/-/media/documents/book/rf-lit-review/2010/rflr-v5-n1-1-pdf.pdf https://assets.kpmg/content/dam/kpmg/xx/pdf/2022/03/future-of-wealth-management.pdf...

Videos Readings https://sgp.fas.org/crs/misc/IF10117.pdf https://www.congress.gov/crs-product/R48451 Understanding Derivatives: A Comprehensive Guide to Their Uses and Benefits Derivative (finance) - Wikipedia

What Is Asset Management, and What Do Asset Managers Do? Asset Management Overview Asset management - Wikipedia What is Asset Management? (Full Guide) | Career Principles Asset Management: Industry Overview, Careers & Salaries Asset Management Company (AMC)

Readings https://www.bis.org/basel_framework/chapter/CRE/50.htm https://www.bis.org/bcbs/publ/d574.pdf Counterparty Risk: Definition, Types, and Examples Counterparty Risk Vs. Credit Risk Management: The Difference Basel Framework The Fed - Supervisory Policy and Guidance Topics - Credit Risk...

The approach is basically the same. The tricky part is the way the BIS wants it reported. In addition to the ES using a full datatset, you must also do en ES with a limited dataset, and a "worst case" ES, historically. In addition, there are somewhat complex liquidity adjustments to be made...

https://www.bauer.uh.edu/rsusmel/7386/ln1.pdf https://www.bis.org/publ/work1094.pdf https://web.stanford.edu/~jbulow/Lehmandocs/docs/BARCLAYS/LBEX-LL%203356480-3356609.pdf...

I'm only going to learn one, and just enough to be able to get my non-quant undergrads started doing some basic statistics. Python is too big a beast for me.

I want to teach myself R. As background, I've used many stat packages and math apps, b ut the last time I actually coded (beyond simple Excel macros was in Xbase in the 1990s. I've looked at several tutorials online, but as a beginner, I find it really, really frustrating when what I see in the...

If you're good, they'll hire you. BUT, unless you have good communication skills in English, you will peak early and never break through to MD.

Well-said.

https://s3.us-east-2.amazonaws.com/assets.clapesuc.cl/media_post_4816_3ce9252017.pdf https://www.nber.org/system/files/chapters/c14364/c14364.pdf https://corporatefinanceinstitute.com/resources/career-map/sell-side/capital-markets/infrastructure-investments/...

I respectfully disagree. They are generally two different species, but I've also seen desk quants switch to risk models when the skills were needed.

Here are some that I found. Please feel free to add. Global M&A Industry Trends: 2023 Mid-Year Update https://www.worldscientific.com/doi/pdf/10.1142/9789813277427_0001 https://www.pwc.nl/nl/assets/documents/pwc-mergers-acquisitions.pdf https://www.apexcpe.com/publications/171025.pdf...