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Financial Services Publications Library

Starting with our most recent additions, for a specific subject please use the search. A listing of all titles is here. Most are PDFs, help for PDFs is here.

Adoption of Hedge Fund Best Practice Standards Drives Investment. KPMG survey finds investor community strongly in favour of industry standards proposed by the Hedge Fund Working Group. When making investment allocations, eight out of ten pension funds said they would favour a hedge fund manager who had complied with the Hedge Fund best practice standards (“the Standards”), found KPMG’s survey into investor perspectives of the Standards recently outlined by the Hedge Fund Working Group (HFWG).

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Our March edition of Frontiers in Finance discusses the credit crunch, fraudulent dealings, liquidity crises, capital management, the future of payments, and innovation in the retail banking sector. We also include an insider perspective given by Terri Dial, Group Executive Director at Lloyds, on the differences in the UK and US retail banking sector.

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For this survey, KPMG interviewed key industry participants including central banks, major UK, European and international banks, international card schemes, service and technology providers. Current trends, possible breakpoints and disruptive effects were explored and, as a result, a likely picture of the payments industry of the future emerged.

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KPMG's UK Financial Institutions Performance Survey is the half-yearly survey considering the financial position and performance of the five largest UK banks – HSBC, RBS, Barclays, HBOS and Lloyds TSB. The survey utilises the published interim and annual financial statements and benchmarks the banks against each other.

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The bi-monthly publication highlighting critical regulatory issues for the financial sector.

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With the Advanced Internal Ratings Based approach to Basel now up and running across the world from 1 January 2008, we take the opportunity to examine the implementation process worldwide, in particular looking at how the events of the past six months might impact on the future of banking regulation moving into 2008.

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This survey benchmarks public information for 18 of the largest European banks, and explores ten key topics relative to the use of IFRS. These topics range from simple indicators such as the volume and timing of financial reports, to complex issues such as the reporting of market risks, hedge accounting and accounting for defined benefit pensions.

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KPMG's bi-monthly publication highlighting critical regulatory issues for the financial sector.

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This is the second Technical Practices Survey which covering life actuarial practices and methodologies in ICA, EV and regulatory reporting.

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In recent years the techniques used by entities for measuring and managing their exposure to risks arising from financial instruments have evolved, and new risk management concepts and approaches have gained acceptance. IFRS 7 reflects this changing environment, and make a number of improvements to the disclosure framework for risks arising from financial instruments.

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This is the sixth in a series of research reports produced jointly by KPMG International and CREATE-Research. It highlights the forces of convergence and divergence between and within long-only and alternative investments. In so doing, it aims to address the means by which the investment universe is being impacted by the increasing importance and influence of alternative investments. In light of these developments, the research presents the assessment emerging from the most comprehensive and broadly based research study ever carried out on the future of investment management.

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This white paper discusses the pressures facing non-life insurance companies in estimating technical reserves.

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This white paper reviews the leading risk identification, measurement, and aggregation methodologies as well as internal capital adequacy and economic capital allocation across the bank as a prerequisite for risk-adjusted decision making and presents perspectives on integrated risk and economic value management.

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This white paper considers the lessons learned from the operational risk management investments made, the opportunities that resulted, and the experience gained from the regulatory approval process and proposes an approach to aligning operational risk management with performance management.

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This white paper traces out the opportunities for an enhanced credit risk management in a world of larger markets for credit risk transfer and more sophisticated risk measurement methodologies post Basel II and presents perspectives on value creation in the credit business post–Basel II.

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Some of the City’s leading investors are calling for greater consistency and clarity in financial reporting, according to a new report from KPMG

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This updated edition looks at a number of improvements in disclosures in the second year of reporting under IFRS and illustrates policies and presentations from insurers' 2006 financial statements.

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The bi-monthly publication highlighting critical regulatory issues for the financial sector.

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It is clear from the FSA’s discussion paper that Principles-based Regulation(PBR) will drive a profound change in the way firms approach their regulatory responsibilities. How will your firm meet the emerging challenges and maximise the opportunities?

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KPMG's UK Financial Institutions Performance Survey is the half-yearly survey considering the financial position and performance of the five largest UK banks – HSBC, RBS, Barclays, HBOS and Lloyds TSB. The survey utilises the published interim and annual financial statements and benchmarks the banks against each other.

• Download PDF (size 1392K, download approx 223secs with 56K modem)

Database summarises, in a series of tables of statistics, ratios and rankings, the financial performance of all the current UK building societies.

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The latest edition of SIMI in Europe provides an insight into eight strategic areas, summarising current issues and trends based on published news items and KPMG’s own commentary on developments across the investment management sector.

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New issues and strategies in the global insurance industry

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