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Technical Whitepapers

In-depth technical research

Comprehensive whitepapers on IFRS implementation, Basel capital adequacy, risk modeling, and quantitative finance—co-authored with Big 4 firms and leading universities.

30+
Whitepapers Published
15K+
Total Downloads
50+
Co-authors
200+
Peer Reviews

Official Standards & Regulations

Download official regulatory standards, accounting frameworks, and implementation guidance documents directly from authoritative sources.

Regulatory Standards

Basel Framework: International regulatory framework for banks

Complete Basel III/IV standards including minimum capital requirements, leverage ratio, liquidity coverage ratio (LCR), net stable funding ratio (NSFR), and disclosure requirements.

1,912 pages
Updated: December 2023
Published by:
Bank for International Settlements (BIS)
Compliance Standards

FATF AML & ATF Guidelines: Anti-money laundering and counter-terrorist financing

International standards for combating money laundering and terrorist financing including risk-based approach, customer due diligence, and reporting requirements for financial institutions.

148 pages
Updated: October 2023
Published by:
Financial Action Task Force (FATF)
Implementation Guidance

GPPC Paper on IFRS 9 Implementation

Guidance from the Global Public Policy Committee on practical implementation issues for IFRS 9 Financial Instruments, including expected credit loss modeling and transition approaches.

57 pages
Updated: March 2024
Published by:
Global Public Policy Committee (GPPC)
Accounting Standards

IASB - IFRS 9 Standard: Financial Instruments

The complete IFRS 9 standard covering classification and measurement, impairment using expected credit losses, and hedge accounting requirements.

188 pages
Updated: July 2014 (with subsequent amendments)
Published by:
International Accounting Standards Board (IASB)
Accounting Standards

IASB - IFRS 16 Standard: Leases

Complete IFRS 16 standard establishing principles for recognition, measurement, presentation and disclosure of leases for both lessees and lessors.

56 pages
Updated: January 2016
Published by:
International Accounting Standards Board (IASB)
Accounting Standards

IASB - IFRS 17 Standard: Insurance Contracts

Complete IFRS 17 standard providing comprehensive guidance on accounting for insurance contracts including measurement, recognition, and disclosure requirements.

102 pages
Updated: May 2017 (effective January 2023)
Published by:
International Accounting Standards Board (IASB)
All documents are official publications from regulatory bodies and are updated to the latest versions.

Featured Research Whitepapers

Our most comprehensive and widely-cited technical research papers.

IFRS 9

IFRS 9 Expected Credit Loss: A Comprehensive Implementation Guide for MENA Banks

Detailed methodology for implementing IFRS 9 ECL models including PD/LGD/EAD calibration, macroeconomic scenario design, Stage 2 SICR assessment, and GPPC alignment. Includes case studies from 12 GCC banks and validation frameworks.

85 pages
Q4 2024
2,450
Basel

Basel III Capital Adequacy: From Pillar 1 to Stress Testing

End-to-end guide to Basel III capital calculations covering credit, market, and operational risk RWA, capital buffers, leverage ratio, ICAAP/ILAAP frameworks, and stress testing methodologies aligned with BCBS standards.

120 pages
Q3 2024
1,890
IFRS 17

IFRS 17 for Insurers: CSM Calculation, Risk Adjustment, and Transition Strategies

Comprehensive guide to IFRS 17 implementation covering contract boundary assessment, cohort tracking, CSM calculation mechanics, risk adjustment methodologies, VFA/PAA eligibility, and practical transition approaches for 2026 adoption.

95 pages
Q4 2024
1,620
Filter by topic:
IFRS 9

IFRS 9 Expected Credit Loss: A Comprehensive Implementation Guide for MENA Banks

85 pages
Q4 2024
2,450 downloads

Detailed methodology for implementing IFRS 9 ECL models including PD/LGD/EAD calibration, macroeconomic scenario design, Stage 2 SICR assessment, and GPPC alignment. Includes case studies from 12 GCC banks and validation frameworks.

Authors:
FineIT Research TeamKPMG GCCLSE Risk Lab
Key Topics Covered:
  • Point-in-time PD model development
  • LGD estimation for secured and unsecured portfolios
  • EAD modeling for committed and uncommitted facilities
  • Macroeconomic variable selection and scenario design
  • Stage 2 transfer criteria and thresholds
  • Forward-looking adjustments and overlays
Basel

Basel III Capital Adequacy: From Pillar 1 to Stress Testing

120 pages
Q3 2024
1,890 downloads

End-to-end guide to Basel III capital calculations covering credit, market, and operational risk RWA, capital buffers, leverage ratio, ICAAP/ILAAP frameworks, and stress testing methodologies aligned with BCBS standards.

Authors:
FineIT Capital TeamPwC Middle EastAUB Finance Department
Key Topics Covered:
  • Standardized approach for credit risk
  • Internal ratings-based (IRB) approaches
  • Market risk: Standardized vs. IMA
  • Operational risk: SMA implementation
  • Capital conservation and countercyclical buffers
  • ICAAP framework design
IFRS 17

IFRS 17 for Insurers: CSM Calculation, Risk Adjustment, and Transition Strategies

95 pages
Q4 2024
1,620 downloads

Comprehensive guide to IFRS 17 implementation covering contract boundary assessment, cohort tracking, CSM calculation mechanics, risk adjustment methodologies, VFA/PAA eligibility, and practical transition approaches for 2026 adoption.

Authors:
FineIT Actuarial TeamDeloitte UKINSEAD Research
Key Topics Covered:
  • Contract boundary and level of aggregation
  • Building block approach (BBA) mechanics
  • Contractual service margin (CSM) calculation
  • Risk adjustment methodologies (VaR, CTE, CoV)
  • Premium allocation approach (PAA) eligibility
  • Variable fee approach (VFA) for participating contracts
IFRS 16

IFRS 16 Lease Accounting: Automation and Control Framework

62 pages
Q2 2024
1,340 downloads

Practical guide to automating IFRS 16 compliance including lease identification, right-of-use asset calculation, incremental borrowing rate determination, modification accounting, and internal control design for audit readiness.

Authors:
FineIT ContractHive TeamEY Advisory
Key Topics Covered:
  • Lease vs. service contract classification
  • Initial measurement: ROU asset and lease liability
  • Incremental borrowing rate (IBR) determination
  • Short-term and low-value exemptions
  • Modification accounting
  • Subsequent measurement and remeasurement
Valuation

Private Equity Valuation: Illiquidity Premiums and Fair Value Measurement

78 pages
Q3 2024
980 downloads

Quantitative framework for valuing illiquid investments including private equity, venture capital, and unlisted securities. Covers illiquidity discount estimation, comparables analysis, DCF methodologies, and Monte Carlo simulation for NAV confidence intervals.

Authors:
FineIT Valuation LabWharton Finance Faculty
Key Topics Covered:
  • Illiquidity premium estimation models
  • Guideline public company (GPC) method
  • Guideline transaction method (GTM)
  • Discounted cash flow (DCF) for PE/VC
  • Monte Carlo simulation for scenario analysis
  • NAV calculation and reporting
Islamic Finance

Islamic Finance and IFRS: Reconciliation Framework for Dual Reporting

55 pages
Q1 2024
760 downloads

Bridging AAOIFI and IFRS standards for Islamic financial institutions operating in dual-standard jurisdictions. Covers Murabaha, Ijarah, Musharaka accounting treatment, profit-sharing investment accounts, and Shariah audit requirements.

Authors:
FineIT Shariah BoardINSEAD Islamic Finance Center
Key Topics Covered:
  • AAOIFI vs. IFRS: Key divergences
  • Murabaha revenue recognition
  • Ijarah (Islamic leasing) vs. IFRS 16
  • Profit-sharing investment accounts (PSIA)
  • Islamic sukuk accounting
  • Zakah calculation and disclosure
ESG

ESG Integration in Financial Risk Models: Climate Risk and Sustainability Metrics

68 pages
Q2 2024
1,120 downloads

Framework for integrating ESG and climate risk factors into credit risk models, capital adequacy assessments, and portfolio analytics. Includes data sourcing strategies, proxy metrics, scenario analysis, and regulatory alignment (ECB, NGFS).

Authors:
FineIT Sustainability TeamLSE Grantham Institute
Key Topics Covered:
  • Climate risk: Physical vs. Transition
  • ESG data sources and proxy metrics
  • Integrating ESG into PD/LGD models
  • Climate stress testing scenarios (NGFS)
  • Green asset framework and taxonomy
  • ESG disclosure requirements (TCFD, CSRD)
Model Validation

Model Risk Management: SR 11-7 and EBA Compliance Framework

92 pages
Q3 2024
1,450 downloads

Comprehensive guide to model risk management aligned with US Federal Reserve SR 11-7 and EBA Guidelines. Covers model development standards, independent validation, ongoing monitoring, governance, and remediation processes.

Authors:
FineIT Validation TeamBig 4 Advisory Panel
Key Topics Covered:
  • Model risk management framework
  • Model development documentation standards
  • Independent validation process
  • Conceptual soundness assessment
  • Backtesting and benchmarking
  • Ongoing monitoring and performance analysis
Risk Management

Stress Testing Best Practices: Scenario Design and Capital Planning

74 pages
Q1 2024
1,280 downloads

Practical guide to designing effective stress tests for banks and insurers including macroeconomic scenario calibration, idiosyncratic shocks, reverse stress testing, and integration with ICAAP/ORSA frameworks.

Authors:
FineIT Risk AnalyticsBIS Research Hub
Key Topics Covered:
  • Stress testing regulatory landscape
  • Macroeconomic scenario design
  • Severity calibration: Baseline vs. Adverse
  • Idiosyncratic risk scenarios
  • Reverse stress testing
  • ICAAP/ORSA integration

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