These notes are suitable for university-level students. They provide information on New Zealand taxes for individuals and couples on domestic and foreign bank interest, stocks and bonds, dividends, investment funds, and PIEs. Domestic taxes due on direct and indirect ownership, respectively, of...

We provide a practical, single-page checklist designed to improve the quality of articles submitted to finance journals. We argue that a combination of factors conspire to produce submissions of early-stage, unpolished articles. These factors include overconfidence, unwarranted optimism, the...

The practical implications of modern portfolio theory (MPT) are obscured by more than 50 years of academic literature. We shed light on the literature by picking out the few most important implications of MPT. We argue first that what we dub the “Markowitz uncertainty principle” implies that...

Can you give an example of wrong-way risk? Are you confident of the distinctions between operating risk, operational risk, and operations risk? Can you define and distinguish between systematic risk and systemic risk? Do you know the relationship between de-risking risk and correspondent banking...

I show you how to use the Bloomberg Professional Service (i.e., the “Bloomberg Terminal”) to execute a Benjamin Graham value investing exercise using Bloomberg’s equity screening (EQS) function. I used this exercise very successfully for 15 years in a final-year undergraduate Applied...

I show you how to use the Bloomberg Professional Service (i.e., the “Bloomberg Terminal”) to execute an Environmental Social Governance (ESG) investing exercise using Bloomberg’s equity screening (EQS) function. Then I show you how to execute a green bond investing exercise using...

I show you how to use the Bloomberg Professional Service (i.e., the “Bloomberg Terminal”) to obtain Bloomberg Environmental Social Governance (ESG) certification.Bloomberg ESG certification is a new self-paced e-learning interactive course that can be taken for free when sitting in front of...

I show you how to use the Bloomberg Professional Service (i.e., the “Bloomberg Terminal”) to obtain Bloomberg Market Concepts (BMC) certification.BMC certification is a self-paced e-learning interactive course that can be taken for free when sitting in front of the Bloomberg Terminal. It is...

Ratio analysis is generally presented as something that has to be calculated after completing other financial statements and is generally viewed, particularly by students, as busy-work with little value. This paper changes the context of ratio analysis in order to demonstrate how a focus on the...