Financial Instruments and Returns

Original price was: € 199,00.Current price is: € 0,00.


This questionnaire provides insight into the impact of different financial instruments and debt financing structures on yields and returns for corporate investors.

SKU: d044f2c0-7c54-472d-92c2-ceaed4f2b5e3 Category: Tags: , , , , ,
Available in: English, Dutch, French, German, Spanish
  • The accounting department that needs to inform CFOs of sound wealth strategies
  • The asset management director interested in diversifying portfolios to maximize returns
  • The finance manager helping the team understand various debt funding options
  • The investor relations expert seeking long-term viable portfolio investments
  • The investment advisers researching secure asset structures
Debt Financing Structures
Understanding debt terms

Investment Instruments
Exploring instrument types

Measuring returns

Risks Opportunities
Assessing investments

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. What have you implemented in your Loan Agreements?
  1. Basic requirements and basic provisions
  2. Fully formalized conditions and framework to evaluate loans regularly
  3. Advanced policies, automated KYC processes, and automated risk management protocols

Q. What do you understand by mutual funds?
  1. I am aware of some general structured and unstructured investments in mutual funds.
  2. We have a fully balanced portfolio of mutual funds with a diversified range of asset classes.
  3. We have an efficiently managed portfolio of mutual funds, strategically allocating assets based on market research and analysis.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
oliverwymanOliver Wyman Cultural & Behavioural Change In The London Insurrance Market_web_final.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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