NON-BANK FINANCIAL INSTITUTIONS

The course is one of the educational activities characterizing the study program. Its objective is to provide students with the basic knowledge about the management of insurance companies and the operations of institutional investors and pension funds.

Knowledge and understanding:
1) Knowledge and understanding of the main management areas in insurance companies;
2) Knowledge and understanding of institutional investors;
3) Knowledge and understanding of pension funds.
Applying knowledge and understanding:
1) Ability to apply the knowledge to understand the operations of insurance companies;
2) Ability to use the knowledge to analyze savings instruments; the documents about complementary pension instruments;
3) Ability to use the knowledge to analyze pension instruments.
Making Judgments:
1) Ability to evaluate the impact of the regulations on the management choices of the insurance companies;
2) Ability to evaluate the options available for integrating the public pension;
3) Ability to evaluate yield-risk combination of savings instruments.

Basic knowledge about insurance products, financial markets and instruments.

1. Insurance companies:
- business model;
- technical provisions;
- supervision: Solvency II;
- financial statement;
- performance indicators.
2.Institutional investors:
- Collective investment undertakings;
- Asset management companies;
- Pension funds.

Paci, Corvino, Management delle assicurazioni, Egea, Milan, 2023 (except chapter 2).
AA.VV., Asset management e investitori istituzionali, Pearson, Milano, 2024, cap. 2 (except par. 2.5.1, 2.5.2), par. 19.3.
Additional readings available on Moodle.

Exam on Moodle, 10 multiple choice questions (2 points per question), two open ended question (6 points per question), 30 minutes time.
Regarding the grading scale, the score will be assigned by multiplying the number of correct answers to the multiple-choice questions by two and adding the points assigned to the two open-ended questions (from 0 to 6). Honors will be granted when the total score is greater than 30.

Lectures, guest speakers, classroom and e-learning practice through the Kahoot application.

Italian

Accessibility, Disability and Inclusion.
Accommodation and support services for students with disabilities and students with specific learning impairments.
Ca’ Foscari abides by Italian Law (Law 17/1999; Law 170/2010) regarding support services and accommodation available to students with disabilities. This includes students with mobility, visual, hearing and other disabilities (Law 17/1999), and specific learning impairments (Law 170/2010). If you have a disability or impairment that requires accommodations (i.e., alternate testing, readers, note takers or interpreters) please contact the Disability and Accessibility Offices in Student Services: disabilita@unive.it.

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