Key things to look for in financial accounts

Regardless of the industry that a public business operates in, it is likely to produce a large set of annual reports and accounts, which can seem incredibly daunting to look through. In this pathway, Ted explains the 5 key things you should look for in a Bank, Insurance company, and a Corporate's annual reports and accounts.

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3 videos • 30 minutes

  • Key Details in a Bank's Annual Report

    In this video, Ted outlines the 5 key things to look for in a bank’s annual report. These include: how a bank funds its loan book; the relationship between the amount of equity and the total assets of the bank; the relationship between net interest income and other income; the amount being spent on costs as a proportion of total income; and whether it is adequately providing for non-performing loans.

    Ted Wainman09:01

  • Key Details in an Insurer's Annual Report

    In this video, Ted outlines the 5 key things to search for in an insurance company’s annual report. These are: The mix between the technical and non-technical profit; How the company uses reinsurance to allow them to write more business; The size of the claims reserve compared to the premiums; The amount of available capital; And lastly, the liquidity of the assets and hence the company’s ability to pay claims as they fall due.

    Ted Wainman11:47

  • Key Details in a Corporate's Annual Report

    In this video, Ted outlines the 5 key things to look for in a company’s accounts. This includes: the net profit; the cash generated from trading operations; the affordability of its debt; liquidity; and the company’s commitments and contingent liabilities.

    Ted Wainman09:42

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