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A STUDY

ON
INVESTMENT,

&

BANKING

CONCEPTS ON INVESTMENT
Investment- Employ the money(funds) during the
time period seeking to enhance the investors wealth
Real Investment Vs Financial Investment

Profit sharing

Real Investment- Generally involves some kind of Tangible


assets like land, machinery, factories.. etc
Financial Investment- Involves contract in paper or
electronic forms such as stocks, bonds, etc
Dividends, Tax, ESOPS, Retained earnings etc.

Types of Investors

Individual & Institutional Investors

Direct Vs Indirect Investment


Financial Vs Physical Assets

INSTRUMENTS OF FINANCIAL INVESTMENT

Short term investment vehicles-(Have maturity of 1 Yr or less)

Fixed-income securities

Long-term debt securities-(Govt. Bonds, Company Bonds etc


Preferred stocks

Common stock
Speculative investment vehicles

Certificates of deposit
Treasury Bills
Commercial Papers
Bankers Acceptances
Repurchase agreements

Futures
Options
Commodites

Other investment tools.

Investment Funds
Investment Life Insurance
Pension funds
Hedge Funds

A GLANCE THROUGH.

BRIEF OVERVIEW ON BANKING


Front Office(FO-Client facing)
(Sales, Trading, M&As, Advisory)

Middle Office (MO-Indirectly supports FO)


(Risk Management, treasury management
Accounting, Technology)

Back Office
(Settlements, Compliance, Accounting, IT & Other
Technology)

WHAT IS MUREX

IT application used for trading in Banks


Used trading of securities(exchange traded , OTC
financial) and derivatives.
Its famous for supporting FX options trading
Murex has devoted near 30 years to the design,
implementation and evolution of integrated trading, risk
management, processing and post-trade solutions, leading
to MX.3,
MX.3 has a proven track record today in supporting all
types of clients, from global money centers to local banks,
from large asset managers to medium-sized hedge funds,
and from large corporations to energy utilities. More than
40,000 users around the globe rely every day on MX.3
platform for their trading, hedging, funding, risk
management or processing operations.

MUREX IN FRONT OFFICE

Sales
The Front Office consulting teams are in charge of delivering
proactive personalized support
Provide tailored solutions throughout pre-sales,
implementations and production support

Trading
Micro analysis of financial products and Commodity
derivatives trading activities
Validation and analysis of financial products, related
models and risk profiles of both vanilla and exotics
Functional design and technical mapping to tailor Murex
solution to clients business
Ensure successful follow up of client cases, from notification
to resolution and validation.

Portfolio Management

Managing the net portfolio based on the investors risk


appetite.

MUREX IN MIDDLE OFFICE

Risk Management
Market Risk
Credit Risk
Liquidity Risk

Treasury management
Money Market Desk
ForEX
Equities

Cash and Collateral Management


Analysis of Data
Counterpart risk management and reporting
Advanced liquidity-modeling and reporting

MUREX IN BACK OFFICE

Compliance
Real Time
Rule based
Breach Management workflow
Pre and Post deal

Accounting
P&L Reporting
P&L Variance analysis
Stress testing
Value at Risk

IT & Other Technology


Cyber Security
Infra Support

COMPETITORS OF MUREX
Calypso (From Calypso Technologies)
Front Arena (From SunGard)
Summit
Mysis
Wallstreet
Orchestrade (From Ex Calypso Founder)

BANKS AND SIS USING MUREX

Am Bank
OCBC Bank
UOB Bank
Standard Charted
ANZ
UBS
National Bank of Abu
Dhabi
Arab National Bank

Polaris
Infosys
Mindtree
Sapient
Derive IT
TCS