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Samenvatting fixed income and asset management - deel 1 - obligatie $5.93   Add to cart
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Samenvatting fixed income and asset management - deel 1 - obligatie
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  • Course
  • Fixed income and asset management
  • Institution
  • Karel De Grote-Hogeschool (KdG)

Hier betreft het het vak Fixed income and asset management. De KdG-studenten (Bellon) behandelen hier het eerste deel dat betreft de analyse van een obligatie en de theoretische uitleg daaromtrent. In deze samenvatting wordt op een eenvoudige manier de PowerPoint toegelicht van tijdens de les.

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Document information

  • January 29, 2020
  • 40
  • 2018/2019
  • Summary

Subjects

  • obligaties
  • obligatie
  • fixed income
  • asset management
  • obligatie analyse
  • fixed income and asset management

Written for

  • Karel de Grote-Hogeschool (KdG)
  • Bedrijfsmanagement
  • Fixed income and asset management
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,Beleggingen: Fixed Income
and Asset Management

,Inhoud


1 Uitgifte obligaties....................................................................................1

1.1 Motivatie van de emittent...................................................................1

1.2 Omschrijving obligatie........................................................................1

1.2.1 Definitie......................................................................................1

1.2.2 Kenmerken terug te vinden bij obligaties.........................................2

1.2.3 Obligatiekoers..............................................................................2

1.2.4 Belang van de ISIN-code...............................................................2

1.2.5 Belang van de prospectus..............................................................3

1.3 Emissie.............................................................................................3

1.3.1 Primaire vs. secundaire markt........................................................3

1.3.2 Verlopen rente.............................................................................4

1.3.3 Coupontypes................................................................................6

1.4 Fiscaliteit en kosten............................................................................6

1.4.1 Roerende voorheffing....................................................................6

1.4.2 Beurstaks....................................................................................7

1.4.3 Meerwaardebelasting....................................................................7

1.4.4 Transactiekosten..........................................................................7

1.4.5 Wisselkoerskosten........................................................................7

2 Soorten obligaties...................................................................................8

2.1 Bankbalans.......................................................................................8

2.2 Soorten obligaties volgens emittent......................................................8

2.2.1 Privé-obligaties............................................................................8

2.2.2 Openbare obligaties......................................................................9

2.3 Soorten obligaties volgens nationaliteit...............................................10

2.3.1 Binnenlandse obligaties...............................................................10

2.3.2 Buitenlandse obligaties................................................................10

, 2.3.3 Euro-obligaties...........................................................................10

2.4 Soorten obligaties volgens aard van rentevoet.....................................11

2.4.1 Vaste vs. variabele rentevoet.......................................................11

2.4.2 Step-up leningen of scharnierleningen...........................................13

2.4.3 Nulcouponobligaties (zero coupon bonds)......................................13

2.4.4 Geïndexeerde obligatie................................................................13

2.5 Terugbetalingswijzen qua looptijd.......................................................14

2.5.1 Beperkte vs. onbeperkte looptijd..................................................14

2.5.2 Mogelijkheid van vervroegde terugbetaling.....................................14

2.6 Terugbetalingswijze qua vorm............................................................15

2.6.1 Converteerbare obligaties............................................................15

2.6.2 Inverse converteerbare obligaties (reverse convertibles)..................16

3 Rendement obligaties.............................................................................17

3.1 Rendementsberekeningen.................................................................17

3.1.1 Vereenvoudigde berekening rendement.........................................17

3.1.2 Actuariële berekeningen rendement..............................................19

3.2 Rentespreads..................................................................................19

3.2.1 Rentecurve................................................................................19

3.2.2 Belang van monetaire politiek......................................................21

3.2.3 Rentespread..............................................................................21

3.2.4 Alternatieve vergelijking t.o.v. bruto dividendrendement..................21

4 Risico’s voor obligaties...........................................................................23

4.1 Soorten risico’s................................................................................23

4.1.1 Debiteurenrisico.........................................................................23

4.1.2 Liquiditeitsrisico..........................................................................24

4.1.3 Renterisico................................................................................26

4.1.4 Wisselkoersrisico........................................................................27

5 Gestructureerde producten.....................................................................28

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