The Rise Of Mutual Funds

The Rise Of Mutual Funds Book in PDF, ePub and Kindle version is available to download in english. Read online anytime anywhere directly from your device. Click on the download button below to get a free pdf file of The Rise Of Mutual Funds book. This book definitely worth reading, it is an incredibly well-written.

The Rise of Mutual Funds

Author : Matthew P. Fink
Publisher : OUP USA
Page : 358 pages
File Size : 49,6 Mb
Release : 2011-01-13
Category : Business & Economics
ISBN : 9780199753505

Get Book

The Rise of Mutual Funds by Matthew P. Fink Pdf

"A terrific new book." --- Chuck Jaffe, MarketWatch.com --

The Investor's Dilemma

Author : Louis Lowenstein
Publisher : John Wiley & Sons
Page : 242 pages
File Size : 55,8 Mb
Release : 2008-03-31
Category : Business & Economics
ISBN : 9780470280201

Get Book

The Investor's Dilemma by Louis Lowenstein Pdf

Based on cutting-edge research by leading corporate critic Louis Lowenstein, The Investor’s Dilemma: How Mutual Funds Are Betraying Your Trust and What to Do About It reveals how highly overpaid fund sponsors really operate and walks you through the conflicts of interest found throughout the industry. Page by page, you’ll discover the real problems within the world of mutual funds and learn how to overcome them through a value-oriented approach to this market.

Pooling Money

Author : Yasuyuki Fuchita,Robert E. Litan
Publisher : Brookings Institution Press
Page : 151 pages
File Size : 41,5 Mb
Release : 2010-01-01
Category : Business & Economics
ISBN : 9780815701668

Get Book

Pooling Money by Yasuyuki Fuchita,Robert E. Litan Pdf

One of the first rules of investing is diversification: spreading resources over many types of investments in order to minimize financial risk. Mutual funds have been the diversification vehicle of choice for the last several decades. In recent years, however, other opportunities for diversification—such as separately managed accounts and exchange-traded funds—have enjoyed rapid growth. What lies ahead for the mutual fund industry in light of this increasingly competitive environment? In this volume, experts from the United States and Japan look at forces of change in their securities markets and offer their views of the future for mutual funds and other forms of securities diversification. Contributors include Harold Bradley (Kauffman Foundation), Koichi Iwai (Nomura Institute of Capital Markets Research),Ajay Khorana (Georgia Institute of Technology),Allan Mostoff (Mutual Fund Directors Forum), Brian Reid (Investment Company Institute), Henri Servaes (London Business School), Paula Tkac (Federal Reserve Bank of Atlanta), and Peter Wallison (American Enterprise Institute).

The Mutual Fund Industry

Author : R. Glenn Hubbard
Publisher : Columbia University Press
Page : 254 pages
File Size : 40,8 Mb
Release : 2010
Category : Business & Economics
ISBN : 9780231151825

Get Book

The Mutual Fund Industry by R. Glenn Hubbard 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

The Fund Industry

Author : Robert Pozen,Theresa Hamacher
Publisher : John Wiley & Sons
Page : 549 pages
File Size : 50,9 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.

Perspectives on Financial Services

Author : Subhamoy Das
Publisher : Allied Publishers
Page : 412 pages
File Size : 44,7 Mb
Release : 2024-06-13
Category : Electronic
ISBN : 8184244096

Get Book

Perspectives on Financial Services by Subhamoy Das Pdf

The Mutual Fund Wealth Builder

Author : Dick Fabian
Publisher : McGraw-Hill Companies
Page : 264 pages
File Size : 48,9 Mb
Release : 2000
Category : Business & Economics
ISBN : PSU:000047256989

Get Book

The Mutual Fund Wealth Builder by Dick Fabian Pdf

Dick Fabian has helped thousands of individuals average an astonishing 17 percent compounded growth. He now reveals his proven investment techniques using domestic, sector, index, and international mutual funds. 35 illustrations.

Morningstar Guide to Mutual Funds

Author : Christine Benz,Peter Di Teresa,Russel Kinnel
Publisher : John Wiley & Sons
Page : 304 pages
File Size : 49,5 Mb
Release : 2003-02-17
Category : Business & Economics
ISBN : 9780471459057

Get Book

Morningstar Guide to Mutual Funds by Christine Benz,Peter Di Teresa,Russel Kinnel Pdf

Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource." -Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money

An Introduction to Mutual Funds Worldwide

Author : Ray Russell
Publisher : John Wiley & Sons
Page : 198 pages
File Size : 41,9 Mb
Release : 2007-04-04
Category : Business & Economics
ISBN : 0470510196

Get Book

An Introduction to Mutual Funds Worldwide by Ray Russell Pdf

This guide explains what mutual funds are, how they have developed and how they are used, regulated and administered across the globe. Both open-ended and closed-ended funds are described and the differences between the international markets, particularly USA, Europe and UK are addressed. Written by successful trainer and consultant, Ray Russell, the material reflects the growth and importance across the globe of mutual funds as a means of investing in worldwide economic development, whether to build a fund for retirement or otherwise. Readers will gain a basic appreciation of Mutual funds in their many forms, advocating the use of the mutual fund as a sensible, efficient and ultimately rewarding means of investment. It covers the origins, purpose, development, uses, operation and regulation of mutual funds and draws attention to similarities and differences between major jurisdictions, commenting on their unique features and approaches.

Research Handbook on the Regulation of Mutual Funds

Author : William A. Birdthistle,John Morley
Publisher : Edward Elgar Publishing
Page : 480 pages
File Size : 52,9 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.

Mutual Funds and Exchange-traded Funds

Author : H. Kent Baker,Greg Filbeck,Halil Kiymaz
Publisher : Financial Markets and Investme
Page : 663 pages
File Size : 50,9 Mb
Release : 2015-11-18
Category : Business & Economics
ISBN : 9780190207434

Get Book

Mutual Funds and Exchange-traded Funds by H. Kent Baker,Greg Filbeck,Halil Kiymaz Pdf

This publication offers a synthesis of the theoretical and empirical literature primarily on mutual funds but also discusses related investment vehicles, especially ETFs. Noted scholars and practitioners write chapters in their areas of expertise.

The Insider's Guide to Mutual Funds

Author : Jeffrey Laderman
Publisher : McGraw-Hill Companies
Page : 130 pages
File Size : 47,9 Mb
Release : 1995
Category : Business & Economics
ISBN : 0070360162

Get Book

The Insider's Guide to Mutual Funds by Jeffrey Laderman Pdf

The Insider's Guide to Mutual Funds will give you instant access to the world of Mutual Funds, helping you develop an investment strategy that will work! The Insider's Guide answers your Mutual Fund investing questions in a clear, concise, eay-to-use format.

TheStreet.com Ratings' Guide to Stock Mutual Funds: A Quarterly Compilation of Investment Ratings and Analyses Covering Equity and Balanced Mutual Fun

Author : Grey House Publishing
Publisher : Street Ratings Guide to Stock
Page : 0 pages
File Size : 43,7 Mb
Release : 2009-08
Category : Business & Economics
ISBN : 1592374700

Get Book

TheStreet.com Ratings' Guide to Stock Mutual Funds: A Quarterly Compilation of Investment Ratings and Analyses Covering Equity and Balanced Mutual Fun by Grey House Publishing Pdf

TheStreet.com Ratings Guide to Stock Mutual Funds offers ratings and analyses on more than 8,800 equity mutual funds - more than any other publication. The exclusive TheStreet.com Investment Ratings combine an objective evaluation of each fund's performance and risk to provide a single, user-friendly, composite rating, giving your patrons a better handle on a mutual fund's risk-adjusted performance. Each edition identifies the top-performing mutual funds based on risk category, type of fund, and overall risk-adjusted performance. TheStreet.com's unique investment rating system makes it easy to see exactly which stocks are on the rise and which ones should be avoided. For those investors looking to tailor their mutual fund selections based on age, income, and tolerance for risk, we've also assigned two component ratings to each fund: a performance rating and a risk rating. With these, you can identify those funds that are best suited to meet your - or your client's - individual needs and goals. Plus, we include a handy Risk Profile Quiz to help you assess your personal tolerance for risk. So whether you're an investing novice or professional, the Guide to Stock Mutual Funds gives you everything you need to find a mutual fund that is right for you.

Mutual Funds Made Easy!

Author : Gerald W. Perritt
Publisher : Dearborn Trade
Page : 220 pages
File Size : 52,5 Mb
Release : 1995
Category : Business & Economics
ISBN : PSU:000024704199

Get Book

Mutual Funds Made Easy! by Gerald W. Perritt Pdf

With his newest book, the bestselling author of The Mutual Fund Encyclopedia has written the perfect introduction to mutual funds for novice investors. Step by step, this book gives readers the information they need to invest in mutual funds with confidence, including basics, risk management, types of funds, investment strategies, diversity and selling.

All about Mutual Funds

Author : Bruce Jacobs
Publisher : Easy Way to Get Started
Page : 296 pages
File Size : 43,6 Mb
Release : 2001
Category : Business & Economics
ISBN : PSU:000045354151

Get Book

All about Mutual Funds by Bruce Jacobs Pdf

This guide aims to provide objective, time-tested methods for evaluating the advantages and disadvantages of investing in mutual funds to determine the best for your needs. It covers items including the various types available, how to use the Internet for mutual fund investing and strategies for maximizing your return of investment. The second, expanded edition includes extensive changes based on the Internet as a tool for investing, from how to find the best information to how to harvest on-line. The new material also includes risk tolerance tests and risk control techniques.