Mutual Fund Industry Handbook

Author : Lee Gremillion
Publisher : John Wiley & Sons
Page : 295 pages
File Size : 43,5 Mb
Release : 2012-06-22
Category : Business & Economics
ISBN : 9781118428726

Get Book

Mutual Fund Industry Handbook by Lee Gremillion Pdf

"The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry." -- From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms. Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You'll learn about: Front-office functions-analysis, buying, and selling. Back-office functions, including settlement, custody, accounting, and reporting. Commission structures-front-end loads, back-end loads, or level loads. The various fund categories used by the Investment Company Institute, Morningstar, and Lipper. The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers. If you want a definitive reference on the mutual fund industry, this is the book for you.

Author : Stephen Gadsden
Publisher : Unknown
Page : 242 pages
File Size : 49,8 Mb
Release : 1995
Category : Business & Economics
ISBN : 0075601559

Get Book

Canadian Mutual Funds Handbook by Stephen Gadsden Pdf

Author : Robert Pozen,Theresa Hamacher
Publisher : John Wiley & Sons
Page : 549 pages
File Size : 54,5 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 : Sundar Sankaran
Publisher : Vision Books
Page : 344 pages
File Size : 45,5 Mb
Release : 2018-05-25
Category : Business & Economics
ISBN : 9789386268211

Get Book

Indian Mutual Funds Handbook (5th Edition) by Sundar Sankaran Pdf

Author : William A. Birdthistle,John Morley
Publisher : Edward Elgar Publishing
Page : 480 pages
File Size : 42,9 Mb
Release : 2018-10-26
Category : Business & Economics
ISBN : 9781784715052

Get Book

Research Handbook on the Regulation of Mutual Funds by William A. Birdthistle,John Morley Pdf

With fifty trillion in worldwide assets, the growth of mutual funds is a truly global phenomenon and deserves a broad international analysis. Local political economies and legal regimes create different regulatory preferences for the oversight of these funds, and academics, public officials, and legal practitioners wishing to understand the global investing environment will require a keen awareness of these international differences. The contributors, leading scholars in the field of investment law from around the world, provide a current legal analysis of funds from a variety of perspectives and using an array of methodologies that consider the large fundamental questions governing the role and regulation of investment funds. This volume also explores the identity and behavior of investors as well as issues surrounding less orthodox funds, such as money market funds, ETFs, and private funds.This Handbook will provide legal and financial scholars, academics, lawyers and regulators with a vital tool for working with mutual funds.

Author : R. Glenn Hubbard,Michael Koehn,Jimmy Royer,Stanley Ornstein,Marc Van Audenrode
Publisher : Columbia University Press
Page : 254 pages
File Size : 46,8 Mb
Release : 2010
Category : Business & Economics
ISBN : 9780231151825

Get Book

The Mutual Fund Industry by R. Glenn Hubbard,Michael Koehn,Jimmy Royer,Stanley Ornstein,Marc Van Audenrode Pdf

Mutual funds form the bedrock of retirement savings in the United States, and, considering their rapid growth over recent decades, are sure to become even more financially critical in the coming decades. Because the size of fees paid by investors to mutual fund advisers can strongly affect the return on investment, these fees have become contentious in Congress and the courts, with many arguing that investment advisers grow rich at the expense of investors. This groundbreaking book not only conceptualizes a new economic model for the industry but uses this model to test price competition between investment advisers. Its highly experienced authors track the growth of the industry over the past twenty-five years and present the arguments and evidence both for and against theories of adviser malfeasance, as well as the assertion that market forces fail to protect investors' returns from excessive fees. The volume briefly reviews the regulatory history of mutual fund fees and leading case decisions addressing excessive fees. It also reveals the extent to which the governance structure of mutual funds impacts fund performance. There is no greater text for those who seek to understand today's mutual fund industry, including investors, money managers, fund directors, securities lawyers, economists, and those concerned with regulatory policy toward mutual funds

Author : Stephen Gadsden
Publisher : Unknown
Page : 228 pages
File Size : 40,6 Mb
Release : 1998
Category : Mutual funds
ISBN : OCLC:1255765591

Get Book

The Canadian Mutual Funds Handbook by Stephen Gadsden Pdf

Author : Mark Mobius
Publisher : John Wiley & Sons
Page : 203 pages
File Size : 48,7 Mb
Release : 2007-03-16
Category : Business & Economics
ISBN : 9780470821435

Get Book

Mutual Funds by Mark Mobius Pdf

Each book in the series cuts through the jargon and mystique of the financial markets to give the reader a clear picture of how and why these markets function as they do. Key features include: clear definitions of financial terms worked examples of transactions and contracts summaries and overviews valuation techniques quick Quiz questions to reinforce the learning experience strip cartoons to explain complex trades entertaining cartoons from Alex to lighten the load war stories and anecdotes from Mark Mobius based on his remarkable experiences other Resources section to guide the reader to other useful books, websites and reference material

Author : John C. Bogle
Publisher : John Wiley & Sons
Page : 623 pages
File Size : 55,8 Mb
Release : 2010-01-05
Category : Business & Economics
ISBN : 0470597488

Get Book

Common Sense on Mutual Funds by John C. Bogle Pdf

John C. Bogle shares his extensive insights on investing in mutual funds Since the first edition of Common Sense on Mutual Funds was published in 1999, much has changed, and no one is more aware of this than mutual fund pioneer John Bogle. Now, in this completely updated Second Edition, Bogle returns to take another critical look at the mutual fund industry and help investors navigate their way through the staggering array of investment alternatives that are available to them. Written in a straightforward and accessible style, this reliable resource examines the fundamentals of mutual fund investing in today's turbulent market environment and offers timeless advice in building an investment portfolio. Along the way, Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long-term. Written by respected mutual fund industry legend John C. Bogle Discusses the timeless fundamentals of investing that apply in any type of market Reflects on the structural and regulatory changes in the mutual fund industry Other titles by Bogle: The Little Book of Common Sense Investing and Enough. Securing your financial future has never seemed more difficult, but you'll be a better investor for having read the Second Edition of Common Sense on Mutual Funds.

Author : John A. Haslem
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 54,5 Mb
Release : 2009-11-02
Category : Business & Economics
ISBN : 9780470499092

Get Book

Mutual Funds by John A. Haslem Pdf

An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis, step-by-step decision checklists guide you through the selection of various mutual funds. Puts the risks and rewards of mutual fund investing in perspective Skillfully examines how to select and evaluate the best mutual funds Outlines mutual fund service advantages and disadvantages Discusses the long- and short-term effectiveness of mutual funds Covering major theoretical and management issues in mutual fund analysis and portfolio management, this book is an authoritative guide.

Author : Robert Pozen,Theresa Hamacher
Publisher : John Wiley & Sons
Page : 366 pages
File Size : 54,5 Mb
Release : 2011-01-13
Category : Business & Economics
ISBN : 9780470949931

Get Book

The Fund Industry by Robert Pozen,Theresa Hamacher Pdf

Every investor, student of finance and participant in the mutual fund industry needs to read this book The Fund Industry details how mutual funds are marketed, regulated, and invested in stocks and bonds. The book also describes the critical factors needed to choose a specific fund for your investment or retirement plan, including what to look for when reading prospectuses, shareholder reports and third party reviews. In addition, the book: Discusses the spread of mutual funds to Asia, Europe, and Latin America Compares mutual funds to other investment vehicles such as hedge funds and ETFs Shows how to sort mutual funds by categories and subcategories based on security type and investment objective Other titles by Pozen: Too Big to Save? How to Fix the U.S. Financial System, also by Wiley Fundamentals of the Fund Industry is the most in-depth and up-to-date guide to navigating the mutual fund industry, written in an accessible style with many examples and charts.

Author : Mark J. P. Anson,Frank J. Fabozzi,Frank J. Jones
Publisher : John Wiley & Sons
Page : 497 pages
File Size : 52,7 Mb
Release : 2010-12-03
Category : Business & Economics
ISBN : 9781118008690

Get Book

The Handbook of Traditional and Alternative Investment Vehicles by Mark J. P. Anson,Frank J. Fabozzi,Frank J. Jones Pdf

A comprehensive volume that covers a complete array of traditional and alternative investment vehicles This practical guide provides a comprehensive overview of traditional and alternative investment vehicles for professional and individual investors hoping to gain a deeper understanding of the benefits and pitfalls of using these products. In it, expert authors Mark Anson, Frank Fabozzi, and Frank Jones clearly present the major principles and methods of investing and their risks and rewards. Along the way, they focus on providing you with the information needed to successfully invest using a host of different methods depending upon your needs and goals. Topics include equities, all types of fixed income securities, investment-oriented insurance products, mutual funds, closed-end funds, investment companies, exchange-traded funds, futures, options, hedge funds, private equity, and real estate Written by the expert author team of Mark Anson, Frank Fabozzi, and Frank Jones Includes valuable insights for everyone from finance professionals to individual investors Many finance books offer collections of expertise on one or two areas of finance, but The Handbook of Traditional and Alternative Investment Vehicles brings all of these topics together in one comprehensive volume.

Author : François-Serge Lhabitant
Publisher : John Wiley & Sons
Page : 654 pages
File Size : 40,5 Mb
Release : 2011-03-23
Category : Business & Economics
ISBN : 9781119995241

Get Book

Handbook of Hedge Funds by François-Serge Lhabitant Pdf

A comprehensive guide to the burgeoning hedge fund industry Intended as a comprehensive reference for investors and fund and portfolio managers, Handbook of Hedge Funds combines new material with updated information from Francois-Serge L’habitant’s two other successful hedge fund books. This book features up-to-date regulatory and historical information, new case studies and trade examples, detailed analyses of investment strategies, discussions of hedge fund indices and databases, and tips on portfolio construction. Francois-Serge L’habitant (Geneva, Switzerland) is the Head of Investment Research at Kedge Capital. He is Professor of Finance at the University of Lausanne and at EDHEC Business School, as well as the author of five books, including Hedge Funds: Quantitative Insights (0-470-85667-X) and Hedge Funds: Myths & Limits (0-470-84477-9), both from Wiley.

Author : Douglas Cumming,Sofia Johan,Geoffrey Wood
Publisher : Oxford University Press
Page : 577 pages
File Size : 45,9 Mb
Release : 2021
Category : Business & Economics
ISBN : 9780198840954

Get Book

The Oxford Handbook of Hedge Funds by Douglas Cumming,Sofia Johan,Geoffrey Wood Pdf

This handbook provides a comprehensive look at the hedge fund industry from a global perspective.

Author : Tessa Hebb,James P. Hawley,Andreas G.F. Hoepner,Agnes L. Neher,David Wood
Publisher : Routledge
Page : 764 pages
File Size : 46,7 Mb
Release : 2015-08-11
Category : Business & Economics
ISBN : 9781136249747

Get Book

The Routledge Handbook of Responsible Investment by Tessa Hebb,James P. Hawley,Andreas G.F. Hoepner,Agnes L. Neher,David Wood Pdf

The UN-supported Principles for Responsible Investment initiative has led to around a third of the world’s financial assets being managed with a commitment to invest in a way that considers environmental, social or governance (ESG) criteria. The responsible investment trend has increased dramatically since the global financial crisis, yet understanding of this field remains at an early stage. This handbook provides an atlas of current practice in the field of responsible investment. With a large global team of expert contributors, the book explores the impact of responsible investment on key financial actors ranging from mainstream asset managers to religious organizations. Offering students and researchers a comprehensive introduction to current scholarship and international structures in the expanding discipline of responsible investment, this handbook is vital reading across the fields of finance, economics and accounting.