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Finance and financial markets

Explore material on financial services, investment analysis, portfolio management and researching economic data and statistics.

Financial markets

Find information on investment analysis and portfolio management.

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Portfolio management

Our selection of articles and guides can help you identify best practices, techniques and tools to apply to your business.

Stock markets

This page is a directory of UK, European and US stock markets with resources on other stock exchanges around the world. Here you can find share prices, trading data, news and guidance.

Commodity prices

Commodity prices are available from a range of sources - including international organisations, trade bodies, newspapers and commercial databases. On this page we highlight some of these sources to help you with your research.

Economic indicators

Data on activity in the economy and within industry sectors provide key indicators for analysing and forecasting growth and performance. On this page you can find quick links to a number of key macroeconomic indicators and economic statistics by sector.

Financial ratios

Financial ratios are used to measure and evaluate company performance by comparing items on financial statements. On this page you can find links to ratio calculators, guidance and formulas.

Key economic data

A series of useful guides to researching economic data and statistics.

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Knowledge guide to base rates

The base rate is an interest rate set by banks as a benchmark for pricing loans. It’s frequently encountered in the home loans market; many banks and building societies offer base rate tracking mortgages. This knowledge guide will show you the best sources for base rates on the web and in the Library.

Knowledge guide to beta values

Beta values (often described as 'Beta coefficients' or 'Beta relatives') are used by some investors to measure the movement of a share and to help assess the risk involved when putting together an investment portfolio. In this guide we highlight the print and online sources available for beta values.

Knowledge guide to dividend information

Our in-depth guide to dividend information focuses on the sources for current and historic dividend payments including print sources held in the collection of the ICAEW Library and Information Service.

Knowledge guide to P/E ratios

Price/earnings ratios are used for many purposes, including: investment analysis, company valuation and client benchmarking. On this page we look at the sources available for P/E/ ratios.

Knowledge guide to RPI and CPI

An in-depth guide to the Retail Prices Index (RPI), the Consumer Prices Index (CPI) and selected international equivalents. The guide lists official and unofficial information sources in print and online.

Islamic finance

Explore sukuk, takaful, Islamic banking, accounting for Islamic finance and tax issues.

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Understanding Islamic finance

The rapid growth in importance of Islamic finance to the UK has led to changes in the tax system, the creation of specialist qualifications and a new focus on legislative changes to support the development of Islamic financial products. On this page you can access a range of material that can help you understand the basics of Islamic finance.

Sukuk

Sukuk are financial certificates that provide an investor with proportionate beneficial ownership of an asset, and returns based on this ownership. They are commonly referred to as Islamic bonds and have proven popular as an alternative source of funding. On this page you can find out about the resources available from the ICAEW Library & Information Service to help you understand and explore the Sukuk market.

Takaful

Takaful is a system based on mutual assistance which was approved by the Islamic Fiqh Council in 1985 as a Shari'a compliant alternative to conventional insurance. Commercial insurance is considered unlawful because it involves prohibited elements including maisir (gambling), riba (interest) and gharar (uncertainty). On this page you can find out more about Takaful and the latest forecasts for the sector.

Taxation of Islamic finance

The differing approaches to Islamic finance around the world has resulted in a lack of consistency between countries in the tax treatment of Islamic products. On this page we provide a selection of articles summarising the current position and highlight some of the contributions to the ongoing discussion.

Accounting for Islamic finance

The accounting practices adopted by firms in the Islamic finance sector have not unexpectedly varied across the world, being largely dependent on the regulatory environment of each jurisdiction. On this page we highlight some of the articles, research papers and reports from the ongoing discussion on the application and development of accounting standards for Islamic finance.

Islamic banking

On this page you can access a range of articles, books and online resources providing an overview of the UK and global Islamic banking sector and news of recent developments.

Corporate finance

Access our extensive collection of corporate finance topic pages.

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Due diligence

Access a range of articles, books and online resources on the subject of due diligence.

Takeovers

Information on takeover bids and the legislation used to regulate and supervise takeovers.

Banking

Information on Basel II and III, credit unions and other financial activities.

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Banking sector

Articles, books and online resources providing quick links to banking statistics, background information and useful organisations.

Basel II and III

Basel II is the international framework for the assessment of international banks' capital adequacy. Basel III provides a regulatory framework targeting governance and risk management. On this page you can find articles, books and online resources providing news and analysis.

Credit unions

Credit unions are cooperative financial institutions operated and controlled by their members. This page contains a selection of articles, books and online resources offering analysis and key organisations.

Insurance

Resources covering Solvency II, the insurance industry and accounting for the sector.

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Solvency II

Solvency II aims to create better levels of disclosure and transparency in the insurance sector. This page features articles, books and online resources providing guidance and analysis.

Insurance

Accounting for the insurance industry is a specialist area that requires expertise and an understanding of the sector. On this page you can access a range of articles, books and online resources providing quick links to practical guidance and background knowledge, including the Statement of Recommended Practice on Accounting for Insurance Business.

Insurance industry

Guide to researching the life and non-life insurance industry. Quick links to trends, forecasts, market research, statistics and useful organisations.