Fundamentals Of Fund Administration

Author : David Loader
Publisher : Elsevier
Page : 224 pages
File Size : 45,9 Mb
Release : 2011-02-23
Category : Business & Economics
ISBN : 9780080468150

Get Book

Fundamentals of Fund Administration by David Loader Pdf

Fundamentals of Fund Administration fills a gap in the lack of books that cover the administration and operations functions related to funds. With the growth of hedge funds globally there is more and more requirement for fund administration services, and the success of the fund administration is crucial to the success of the funds themselves in a highly competitive market. As the focus on operational risk, cost effective support and administration of trading and investment and the ability to design, develop and deliver added-value services for clients grows there is a need for a comprehensive analysis of what happens from trade to settlement and beyond and the exact role that the fund administrator may be required to provide. The book helps those responsible for managing and supervising fund administration services by examining the decisions, actions and problems at the various stages as well as explaining the products and infrastructure that services support. Concise, easy to read format explains extensive and complicated procedures with lively, easy to follow road maps Comprehensive reference work with extensive glossary of terms, useful website addresses and further reading recommendations Covers all the major stages with detailed explanations of what is required for effective completion and regulatory compliance

Author : David Loader
Publisher : Unknown
Page : 208 pages
File Size : 42,5 Mb
Release : 2007
Category : Hedge funds
ISBN : OCLC:1034964329

Get Book

Fundamentals of fund administration : a complete guide from fund set up to settlement and beyond by David Loader Pdf

Author : Daniel A. Strachman
Publisher : John Wiley & Sons
Page : 246 pages
File Size : 41,9 Mb
Release : 2012-05-23
Category : Business & Economics
ISBN : 9781118239230

Get Book

The Fundamentals of Hedge Fund Management by Daniel A. Strachman Pdf

Updated edition of the book that gives investors, advisors, and managers the tools they need to launch and maintain a hedge fund in today's economy The hedge fund industry has gone through dramatic changes in recent years. Investors of all types continue to want to place their assets into these investment vehicles even in the wake of the credit crisis, massive frauds, and insider trading scandals. Once the forbidden fruit of Wall Street, hedge funds are now considered "must have" investments in any diversified portfolio. Now in its second edition, The Fundamentals of Hedge Fund Management is revised and updated to address how the credit crisis, legislation, fraud, technology, investor demand, global markets, and the economic landscape have affected the industry. Providing readers with a detailed and in-depth analysis of the world of hedge funds, the people working in it, and a look at where it's headed, the book is a timely and indispensable reference and research tool for helping professional money managers, traders, and others to launch and grow successful hedge fund businesses. Addresses how the credit crisis and its fallout has affected the hedge fund industry and what this means for the future Provides the essential information needed to launch and maintain a successful hedge fund in the new global economy Walks the reader through running a hedge fund, helping you to gain success over years, not just months An essential resource for anyone looking to invest in these much-discussed investment products, The Fundamentals of Hedge Fund Management, Second Edition is now fully revised and updated.

Author : Daniel A. Strachman
Publisher : John Wiley & Sons
Page : 194 pages
File Size : 54,5 Mb
Release : 2006-12-20
Category : Business & Economics
ISBN : 9780470089910

Get Book

The Fundamentals of Hedge Fund Management by Daniel A. Strachman Pdf

The tools and techniques needed to successfully launch and maintain a hedge fund In The Fundamentals of Hedge Fund Management, both budding and established hedge fund managers will learn the fundamentals of building and maintaining a successful hedge fund business. Strachman presents the facts in an accessible and easy-to-use format that will empower readers to create a lasting fund that provides significant income for years to come. The Fundamentals of Hedge Fund Management provides information on everything from picking a lawyer to creating a fund's documents to determining what markets attract investors. Readers will glean valuable information from real-life experiences (both negative and positive) that have shaped and continue to guide many of today's leading and most respected funds.

Author : Brian O'Loughlin,Frank O'Brien
Publisher : Routledge
Page : 549 pages
File Size : 55,9 Mb
Release : 2019-05-20
Category : Business & Economics
ISBN : 9781351667562

Get Book

Fundamentals of Investment by Brian O'Loughlin,Frank O'Brien Pdf

Post the Financial Crash, the role of regulation and the impact of regulation on all aspects of the financial industry has broadened and intensified. This book offers a comprehensive review of the operations of the industry post-financial crisis from a variety of perspectives. This new edition builds upon the authors’ predecessor book, Fundamentals of Investment: An Irish Perspective. The core of the original text is retained particularly concerning fundamental concepts such as discounted cash flow valuation techniques. Changes in this new text are driven by two important factors. First, the long shadow of the Global Financial Crisis and the ensuing Great Recession continues to impact economies and financial markets. Second, the new text adopts a more international perspective with a focus on the UK and Ireland. The authors present the reader with a clear linkage between investment theory and concepts (the ‘fundamentals’) and the practical application of these concepts to the financial planning and advisory process. This practical perspective is driven by the decades-long fund management and stockbroking experience of the authors. Investment knowledge is a core competence required by large numbers of organisations and individuals in the financial services industry. This new edition will be an invaluable resource for financial advisers, financial planners and those engaged in advisory and/or support functions across the investment industry. Those taking investment modules in third-level educational institutes will find this book to be a useful complement to the more academically focused textbooks.

Author : William J. Crerend
Publisher : McGraw Hill Professional
Page : 212 pages
File Size : 43,9 Mb
Release : 1998
Category : Business & Economics
ISBN : 0070135223

Get Book

Fundamentals of Hedge Fund Investing by William J. Crerend Pdf

Analyzing the five common investment strategies with historical performance results, this text presents discussions of all legal forms of hedge funds with particular emphasis on domestic funds. It also explains quantitative and qualitative strategies for evaluating fund managers.

Author : Catherine Turner
Publisher : Elsevier
Page : 240 pages
File Size : 46,8 Mb
Release : 2004-10-29
Category : Business & Economics
ISBN : 9780080491585

Get Book

International Funds by Catherine Turner Pdf

International Funds will provide readers with: *A greater understanding of the benefits and limitations of funds to both retail and institutional investors *An easy-to-read, yet technically comprehensive, insight into fund structures *An overview of the variety of legal structures, regulatory categories and investment profiles available *A detailed understanding of the practical aspects of fund valuation and administration, and the role of the various practitioners *A view of the future of the international funds industry in the light of changing markets, regulation and investor appetite An easy-to-read, yet technically comprehensive, insight into fund structures Provides an overview of the variety of legal structures, regulatory categories and investment profiles available Presents a view of the future of the international funds industry in the light of changing markets, regulation and investor appetite'

Author : David Tuckett
Publisher : Unknown
Page : 117 pages
File Size : 50,9 Mb
Release : 2019
Category : Electronic
ISBN : OCLC:1304315438

Get Book

Fund Management by David Tuckett Pdf

To increase understanding of the real world of the fund manager, the authors apply principles from emotional finance. They report their findings from analysing in-depth interviews of 52 traditional and quantitative-oriented equity managers. In particular, they examine the importance of storytelling in the managers' ability to act in the face of uncertainty. The nature of the fund managers' job requires them to cope with emotions that, particularly if denied, can threaten to overwhelm their thinking.

Author : Frank J Fabozzi,Francesco A Fabozzi
Publisher : World Scientific
Page : 616 pages
File Size : 48,8 Mb
Release : 2020-10-12
Category : Business & Economics
ISBN : 9789811221606

Get Book

Fundamentals Of Institutional Asset Management by Frank J Fabozzi,Francesco A Fabozzi Pdf

This book provides the fundamentals of asset management. It takes a practical perspective in describing asset management. Besides the theoretical aspects of investment management, it provides in-depth insights into the actual implementation issues associated with investment strategies. The 19 chapters combine theory and practice based on the experience of the authors in the asset management industry. The book starts off with describing the key activities involved in asset management and the various forms of risk in managing a portfolio. There is then coverage of the different asset classes (common stock, bonds, and alternative assets), collective investment vehicles, financial derivatives, common stock analysis and valuation, bond analytics, equity beta strategies (including smart beta), equity alpha strategies (including quantitative/systematic strategies), bond indexing and active bond portfolio strategies, and multi-asset strategies. The methods of using financial derivatives (equity derivatives, interest rate derivatives, and credit derivatives) in managing the risks of a portfolio are clearly explained and illustrated.

Author : D. Chandra Bose
Publisher : PHI Learning Pvt. Ltd.
Page : 725 pages
File Size : 42,8 Mb
Release : 2011-04-30
Category : Business & Economics
ISBN : 9788120340749

Get Book

Fundamentals of Financial Management by D. Chandra Bose Pdf

This new edition, expanded with the addition of four new chapters, continues to help students develop an essential understanding of how financial management plays a positive role in strategic management of organisations. The book is designed for a foundation course in financial management for postgraduate students of business management (MBA), commerce, engineering and technology. It focuses on the basic concepts underlying the theory of financial management and also real-world practice in areas of investment, financing and asset management. Each financial function is discussed in a lucid and concise manner to help students improve their basic skills in financial management. The aim of the book is to enable the readers to gain insight into the financial decision-making processes. The book introduces the readers to the three major decision-making areas in financial management: break-even analysis, decisions involving alternative choices, and variance analysis. Key Features: A systematic presentation of the subject matter, supported with a number of illustrations and diagrams The topics of ratio analysis and cash flow analysis have been thoroughly revised and enlarged in accordance with the Accounting Standards (AS) issued by the ICAI Theoretical discussions are supplemented with suitable case studies Examination problems are given at the end of each chapter The chapter New Horizons in Budgeting explains the latest trends in budgeting.

Author : Geoffrey A. Hirt,Stanley B. Block
Publisher : Irwin Professional Publishing
Page : 746 pages
File Size : 48,5 Mb
Release : 1999
Category : Business enterprises
ISBN : PSU:000043354207

Get Book

Fundamentals of Investment Management by Geoffrey A. Hirt,Stanley B. Block Pdf

Designed for undergraduates, this updated text focuses on presenting a balance of theory and applications. It provides a survey of important areas of investments, including: valuation, the marketplace, fixed income instruments and markets, and equity instruments and markets.

Author : Henry Stamp
Publisher : Unknown
Page : 225 pages
File Size : 46,5 Mb
Release : 2021-12-07
Category : Business & Economics
ISBN : 1682859835

Get Book

Fundamentals of Investment Management by Henry Stamp Pdf

Investment management refers to the professional asset management of various securities such as shares and bonds as well as other assets like real estate. It aims to meet the specified investment goals for benefitting the investors. Institutions such as insurance companies, pension funds, corporations and charities can be investors. People who invest directly or through investment contracts and through collective investment schemes are termed as private investors. The investment management of investment funds is referred to as asset management or fund management. Some of the major areas of focus within this field are asset allocation, diversification and long-term returns. This textbook attempts to understand the multiple branches that fall under the discipline of investment management and how such concepts have practical applications. It explores all the important aspects of this field in the present day scenario. This book will provide comprehensive knowledge to the readers.

Author : Söhnke M. Bartram,Jürgen Branke,Mehrshad Motahari
Publisher : CFA Institute Research Foundation
Page : 95 pages
File Size : 52,7 Mb
Release : 2020-08-28
Category : Business & Economics
ISBN : 9781952927034

Get Book

Artificial Intelligence in Asset Management by Söhnke M. Bartram,Jürgen Branke,Mehrshad Motahari Pdf

Artificial intelligence (AI) has grown in presence in asset management and has revolutionized the sector in many ways. It has improved portfolio management, trading, and risk management practices by increasing efficiency, accuracy, and compliance. In particular, AI techniques help construct portfolios based on more accurate risk and return forecasts and more complex constraints. Trading algorithms use AI to devise novel trading signals and execute trades with lower transaction costs. AI also improves risk modeling and forecasting by generating insights from new data sources. Finally, robo-advisors owe a large part of their success to AI techniques. Yet the use of AI can also create new risks and challenges, such as those resulting from model opacity, complexity, and reliance on data integrity.

Author : Robert Pozen,Theresa Hamacher
Publisher : John Wiley & Sons
Page : 549 pages
File Size : 46,8 Mb
Release : 2015-02-02
Category : Business & Economics
ISBN : 9781118929940

Get Book

The Fund Industry by Robert Pozen,Theresa Hamacher Pdf

A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.

Author : David Loader
Publisher : Academic Press
Page : 340 pages
File Size : 46,9 Mb
Release : 2016-07-14
Category : Business & Economics
ISBN : 9780128499016

Get Book

Fund Custody and Administration by David Loader Pdf

Fund Custody and Administration provides an overall perspective of investment funds without limiting its analysis to specific fund structures, as other books do. Since governance and oversight of investment funds are now major regulatory requirements, administrators and custodians must place greater emphasis on the custody and safekeeping of fund assets, on the independent and robust valuation of the assets, and on collateral management. By focusing on both the asset transactions made by the investment manager for the portfolio and on the transactions in the shares or units of the fund itself, it gives readers insights about the essential elements of investment fund management and administration, regardless of their geographical backgrounds. Explores the key stages in the investment process, from setting up a fund through its launch and operation Explains the roles of participants as well as the ways regulation affects the fund and its operation Describes the work flow associated with custody and administration procedures and processes Defines the role of compliance and risk management in the context of the fund and also how compliance requirements apply to custodians and administrators