DLSU-Manila : Library : Financial Institutions

Library

Pathfinder : Financial Institutions

Scope Note :

Financial institution - government agency or privately owned entity that collects funds from the public, and from other institutions, and invests those funds in financial assets, such as loans, securities, bank deposits, and income generating property. Broadly defined, financial institutions act as intermediaries between saver and borrowers and are differentiated by the way they obtain and invest their funds. Depository financial institutions-a group that includes commercial banks, savings and loan associations, mutual savings banks, and credit unions-conduct business by accepting public deposits, which are insured by the federal government against loss, and channeling their depositors' money into lending activities. Nondepository financial institutions, such as brokerage firms, life insurance companies, pension funds, and investment companies, fund their investment activities directly from the financial markets by selling securities to the public or by selling insurance policies, in case of insurance companies. (Source: Fitch, Thomas P. Dictionary of banking terms. HG 151 F57 2000)

Financial institutions - business organizations that offer a broad base of financial services or specialize in specific functions, products, or services. They include commercial banks, thrift institutions, investment banks (merchant banks), credit unions, pension funds, investment companies, insurance companies, securities brokers and dealers, real estate investment trusts, stock exchanges, and others. These institutions deal in one commodity: money and money equivalents. Many of their transactions are based on book entry form. They serve primarily in areas of savings, borrowing, lending, and investing and play a vital role in the economy of the nation. (Source: Encyclopedia of banking & finance, 10th ed. HG 151 E5 1994)

Used for :

Financial institutions
Financial institutions - Asia
Financial institutions - Asia, Southeastern
Financial institutions - Asia, Southeastern - Addresses, essays, lectures
Financial institutions - Australia
Financial institutions - Decision making - Great Britain
Financial institutions - Developing countries
Financial institutions - Developing countries - Congresses
Financial institutions - East Asia - Directories
Financial institutions - England - London
Financial institutions - Europe
Financial institutions - Europe - Directories
Financial institutions - Europe - History - Congresses
Financial institutions - Great Britain
Financial institutions - Handbooks, manuals, etc
Financial institutions - History - 20th century
Financial institutions - Japan
Financial Institutions - Korea
Financial institutions - Philippines
Financial institutions - Philippines - Directories
Financial institutions - Philippines - Handbooks , manuals, etc.
Financial institutions - Philippines - History
Financial institutions - Spain
Financial institutions - Switzerland
Financial institutions - United States
Financial institutions - United States - Addresses, essays, lectures

Related Terms :

Bank management
Banks and banking
Capital market
Finance
Financial services industry
Insurance companies
International finance
Investment banking
Investment trusts
Investments
Money market
Mutual funds
Portfolio management
Saving and Investment
Securities
Stocks

BOOKS

PERIODICALS

PRINT
(Periodicals Section, 2nd floor)

ELECTRONIC

EBSCO Host
http://search.ebscohost.com

ProQuest Online
http://www.umi.com/pqdauto

VERTICAL FILES
(Information-Reference Section, 2nd floor)

A.H.M.W. Chowdhury, A.H.M.W. and M.C. Garcia. Rural Institutional Finance in Bangladesh and Nepal : Review and Agenda For Reforms (VF 00964)
An assessment of the capacity and financial performance of micro financial institutions : the Philippine case (VF 01403)
Assessment of the performance of GFIs and GOCCs/NBFI's in implementing directed credit programs Policy Notes No.98-06 N '98 (VF 01824)
Assessment of the role and performance of government non-financial agencies in implementing directed credit programs Policy Notes No. 98-02 Je '98 (VF 01824)
Assistance to private enterprise (VF 01421)
Authorizing the payment of reasonable incentive fees to foreign banks, investment banks and other financial institutions participating in the debt-to-equity conversion program Malacanang Palace (VF 00249)
Buhain, E. B. On domestic borrowings of foreign firms and foreing equity participation in financial institutions (VF 00723)
The European union's financing institution (VF 001884)
Holt, S. L. and H. Ribe. Developing Financial Institutions for the Poor and Reducing Barriers to Access for Women. (VF 01079)
How to read a financial report (VF 00036)
Huang, H. and C. Xu. Financial institutions, financial contagion, and financial crises IMF Working Paper May 2000. (VF 01851)
Impact of mandated credit programs of financial institutions Policy Notes Mo. 98-04 Je '98 (VF 01824)
Kohli, K. N. Industrial development : Role of specialized financial institutions (VF 00588)
Kumar, M.S. [et al] Global financial crises : institutions and incentives IMF Working Paper June 2000. (VF 01855)
Lamberte, Mario. Trade in banking services in ASEAN countries (VF 00394)
Lee, L. External finance and the role of multilateral financial institutions in South East Asia : changing patterns, prospect and challenges (VF 01590)
McBride, W. Scott. The nuts and bolts of financial modernization The Regional Economist Ap 2000. (VF 01880)
Pawelek, R. American economy and financial institutions (VF 00412)
Transaction cost and the viability of rural financial intermediaries (VF 00299)
Transactional guarantee and financing facility for SMIEs (VF 01542)
Tullao, T. S. [et al]. Human resource requirements of the financial sector under a liberalized regime. Philippine APEC Study Center Network D 2001. (VF 01974)

FACULTY PUBLICATIONS
(Archives Section, 4th floor)

Buhain, Eduardo. On domestic borrowings of foreign firms and foreign equity participation in financial institutions. (Discussion Paper No. 91-03) 1991.
Calderon, Leila. A study on the factors affecting the performance of initial public offerings: initial and thirty days after market trading covering the period, 1987-1994. (URCO Reseach Project) 1997.
Calderon, Leila. A study on the impact of security analysts' monitoring and marketing functions on the market value of the firms included in the Philippine Composite Index (PHISIX) covering the period 1994-1997. 2000. DLSU Business & Economics Review. 11(1) : 17-44 1999-2000.
Calderon, Leila. Cornish-Fisher expansion on estimation and forecasting models of stock return volatility. DLSU Business & Economics Review. 13(1) : 21-42 2001-2002.
Calderon, Leila. Understanding the stock market. Notes on Business Education. 2(5) : 1-3 S-O '99.
Calderon, Leila. A study of the demutualization of the Philippine stock exchange and its effect on stock return volatility. 2002. DLSU Business & Economics Review. 13(2) : 1-26 2001-2002.
Calderon, Leila. An assessment of the leading industry in the Philippines. Business & Economics Review. 5 : 10-14 1992-1993.
Santos, Rhoderick. Test of the capital market theory and implication of its evidence: the Philippine Stock Market. 1994. Business and Economics Review. 6 : 16-20 1993-1994.
Unite, Angelo A. Philippine capital market liberalization and international transmission of stock market movements. (Don Sixto Orosa II Chair in Banking and Finance Inaugural Professorial Lecture, delivered at DLSU, Manila, March) 1999. (Photocopy).
Unite, Angelo A. (with Steve Beveridge). Capital market liberalization and Philippine equity market integration with international equity markets. (CBE Working paper series 1999-04) 1999.
Unite, Angelo A. The effect of capital market liberalization measure on the integration of the Philippine stock market with international markets: evidence from Johansun's multivariate co integration procedure. 2002. DLSU Business & Economics Review. 13(22) : 95-146 2001-2002.

THESES AND DISSERTATIONS

LOCAL
(Archives Section, 4th floor)

Alcober, Regina T. ; Mercy Ko ; Sheila Marie Navarrete ; Jenny Ong(1997)An assessment on the lending aggressiveness of commercial banks covering a period of eight year (1989-1996). [U 8739]
Alfonso, Donna T. ; Harvey A. Marasigan ; Lolita Y. Ongjuco (1998). A study on the factors that affect the level of international reserves.[U 8721]
Alvarez, Reydel B. ; Liza Ramona C. Barrios (1993). An analysis on the effectiveness of the Philippine Amanah Bank in financial intermediation. [U 6038]
Ang, Sonia ; Linda Tee Ten(1984). Factors relating to the income generating capacity of employees on selected financial institutions in Makati. [U 5099]
Antunez, Jon Mikel ; Wendy Kua ; Christian Marasigan ; Khristine Ignacio (1998). Determinants of corporate ownership (A historical validation of the Bergstrom-Rydqvist's study on the determinants of corporate ownership on swedish data). [U 8724]
Bailon, Alvin Zandro ; Ma. Regina Adela Bautista ; Paul Vincent Betia ; Ma. Teresa Borja ; Julie-Anne Marie Villena An assessment on the impact of liberalizing the entry of foreign banks on the concentration and product innovation levels of the banking industry: a different perspective. (1994). [U 6667]
Balatan, Nino Manuel ; Dax Gerard Carlos ; Michael Florentino ; Alejandrino Santos (1996). The responsiveness of the DLSU Management of Financial Institutions (MFI) program to the needs of Philippine finance industry from school years 1988-1994. [U 7680]
Barrera, Avigail ; Sheila Marie Cruz ; Roda Guinto ; Hydee Lim ; Charlotte Yu (1996). A study on the growth and profitability of lending investors in the National Capital Region from 1992-1994. [U 7424]
Barrientos, Lourdes Grace S. ; Gemi Roshannah A. Gervacio ; Jocelyn M. Herrera ; Sherill E. Panganiban ; Jess Ian Y. Poblete (1995). A feasibility study on creating a secondary market for loan portfolios of Philippine Savings and Mortgage Banks through various methods of securitization..[U 8716]
Bernales, Ma. Victoria ; Cristine T. Dee Huat ; Melinda Tagana ; Grace Tan (1989). Perception of the management of financial institutions program by the MFI graduates from the SY 1983-1987. [U 4294]
Camatog, Romcyn ; Christian Cipriano ; Margarette Fua ; Cherrie Sing(1993). A study on the restructured financial position of Bangko Sentral ng Pilipinas. [U 6669]
Castillo, Mary Ann Elizabeth C. ; Cherry Cruz ; Vienna Jose ; Jeanne-Marie Marasigan (1997) An index approach to establishing a bank's competitiveness in market concentration. [U 8741]
Castro, Janina ; Brucedy Chan ; Koleen Coruna ; Eric Santos (1994) A study on the rural banks operating in the National Capital Region. [U 06598]
Cayco, Lyndon Edward L. ; Hazel Mardee C. Lim ; Joselito S. Mendoza ; Robert John R. Tolentino (1998) The effects of bank branching liberalization on the deposit volume of private domestic commercial and expanded commercial banks from 1991-1996. [U 8726]
Chua, Amu A. ; Mary Chris O. Lopue ; Rizaliana N. Manalac ; Michelle C. Tan (1997). Investment decision in the Philippine financial leasing industry using the industry structure, industry life cycle, and industry trend analysis approaches. [U 8742]
Chua, Bryan Gene S. ; Joel M. Hortaleza ; Ma. Patricia L. Nuguid ; Evangeline C. Tang (1997) A study on the determinants of the capital structure of non-financial listed companies in the Philippines. [U 8743]
Chua, Daphne Trina Tan ; Ernesto Llacar Estrella ; Trisha Marie Rodriguez Ocampo (1993). Impact of inflation and taxation on interest rates of bank loans, savings and time deposits of the Philippine banking industry. [U 06594]
Chua, Olivia ; Carolyn Coyiuto ; Jane Go Din ; Elizabeth Escolar (1984). A study on the profile of De La Salle University's Management of Financial Institutions Graduates in Metro Manila..[U 3252]
Cu, Mark Lester ; Michael Jerome Po ; Mary Joy Tan ; Erlwyn Joel Tiu (2000) Business strategy and financial plan of Management of Financial Institutions Association (MAFIA-DLSU) for the school years 2000-2005. [U 09537]
Cu, Maureen ; Jaclyn Rose Lee ; Stephen Salazar (1998). A study on the effects of treasury bill and inflation rates on the return on loans of commercial banks as based from the fisher concept for the period 1991-1997. [U 8729]
De Jesus, Sheryl Lou ; Sherwin Fenix ; Anna Marie Lim ; Alexandra Annette Tan (1998) An assessment of the contribution of lending operations of trust departments of selected private domestic banks to its bank-wide credit operations for the years 1993-1997. [U 8727]
De Ramos, Mary Antonette D.L. ; Denise Anne C. Dimalanta ; Maricel Elena L. Magtira ; Pilar Soledad D. Recto (1997). The benchmark for Philippine lending rates. [U 8745]
Donggay, Philline ; Vincent Gutierrez ; Giselle Hao (1998). Value-oriented strategy : an approach to currency investing July 1997-April 1998. [U 8730]
Fenix, Dolly ; Tenny Grace Tan ; Merrie Jane Uy ; Kristine Yu (1998). A study on the contributions of trust operations to the growth and profitability of selected universal banks for the period 1993-1997. [U 8731]
Hernandez, Ernesto C. ; Arturo S. Pedregosa (1985). Role of government financial institutions in the development of the financial system of the Philippines. [U 5113]
Kawasaki, Agnes A. ; Marilou G. Paulino ; Ann Catherine K. Pural ; Amybu N. Yang (1998). An investigation into the relationship among manufacturing firms dividend, investment and financing decisions, 1990-1996. [U 8732]
Lim, Icoson M. ; Angela E. Rodriguez ; Mylene M. Ruiz ; Catherine F. Sarmenta (1997). A study on the effectiveness and efficiency of credit cooperatives in the national capital region. [U 8747]
Reyes, Nancy ; Glenda Santos ; Lawrence Chin (1994)An assessment of the skills needed by the finance sector in relation to the management of financial institutions curriculum of the De La Salle University. [U 6601]

FOREIGN

ProQuest Digital Dissertations
http://www.umi.com/pqdauto

INTERNET WEBSITES
(Cybernook, Ground floor; Graduate corners, 2nd and 3rd floors)

Bankers Institute of the Philippines (BAIPhil) Online
http://www.baiphil.org/
The Bank Administration Institute (Philippine Chapter), Inc. (BAIPhil.) was organized in 1941 with seven (7) founding members. As its inception, the institute's goals were primarily geared towards increased efficiency and uniformity in bank accounting, auditing and operations. Its mission is to provide support to banks towards productivity, enhancement through research, information exchange and education.

Coalition of Community Development Financial Institutions
http://www.cdfi.org/
CDFI mission is to promote the work of community development financial institutions (CDFIs). Nationwide, over 600 CDFIs serve economically distressed communities by providing credit, capital and financial services that are often unavailable from mainstream financial institutions. CDFIs have loaned and invested over $6 billion in our nation’s most distressed communities. Even better, their loans and investments have leveraged billions more dollars from the private sector for development activities in low wealth communities across the nation. The CDFI Coalition advocates on behalf of the CDFI industry and educates the public about community development finance. The CDFI Coalition is a primary source of information and knowledge about the CDFI field for the general public, the media, public officials, private sector lenders, as well as CDFIs.

Department of Financial Institutions (DFI)
http://www.dfi.ca.gov/
The Department of Financial Institutions is a licensing and regulatory agency that is responsible for the regulation of state chartered financial institutions; banks; credit unions, foreign banks; industrial loan companies; money transmitters and other financial institution.

International Financial Institutions Research Site
http://www.wellesley.edu/Economics/IFI
Welcome to the International Financial Institutions Research Site. This site lists research material on the international financial institutions. There are separate listings for the International Monetary Fund (IMF), the World Bank Group and other international financial institutions.

Rural Bankers Association of the Philippines (RBAP)
http://www.rbap.org/
This site includes a history of the Philippine rural banking system, vision statement, and a list of member banks. It also features latest news about rural banking in the Philippines.

Should you have comments or suggestions on this pathfinders, please call us at these telephone numbers, 536-0244, 524-4611 local 620 or email us through “Ask LORA”.

Date: March 2003/ January 2010

De La Salle University - Manila

Library

Pathfinder : Financial Institutions

Scope Note :

Used for :

Related Terms :

BOOKS

Texts located at the Information-Reference Section, 2nd floor:

Texts located at the American Studies Resource Center, Ground floor:

Text located at the Br. Andrew Gonzalez Hall Library, 2nd floor:

Texts located at the Circulation Section, 3rd floor:

Texts located at European Documentation Centre, Ground floor::

Texts located at the Filipiniana Section, 4th floor:

Texts located at the GSB-RCBC Library, 4th floor, RCBC Bldg., Makati City:

AUDIOVISUAL MATERIALS (Instructional Media Services, Ground floor)

PERIODICALS

PRINT (Periodicals Section, 2nd floor)

ELECTRONIC

EBSCO Host http://search.ebscohost.com

ProQuest Online http://www.umi.com/pqdauto

VERTICAL FILES (Information-Reference Section, 2nd floor)

FACULTY PUBLICATIONS (Archives Section, 4th floor)