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Unidentified Financial Institutions

By:
 Howell Jackson and Peter Tufano with assistance from Andrea Ryan   Published: April 2018
Product number:
CSP030
Length:
19
English:
PDF
Product Type:
Workshop-Based Case Study

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Abstract

This case aims to help students understand the differences between different classes of financial intermediaries. In public perception, there are substantial differences between different categories. However, they often perform economically similar functions, such as how an insurance company may not be so different from thrift institutions.

Students will first identify ten financial service firms by reviewing each of the ten balance sheets and income statements. Then, they will analyze an unidentified “Financial Institution A” and answer the following questions: How does it generate income? How profitable is it? How might that institution improve its profitability?

Learning Objectives

  1. Analyze the differences among the different classes of financial intermediaries
  2. Understand how financial institutions function and generate profit

Subjects Covered

Financial Regulation, Government, Banking, Simulations

Setting

Geographic: United States

Industry: Finance; Government

Event Year Begin: 2007

Hard Copy

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Accessibility

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