Fundamentals Of Mutual Funds
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| Author | : David Loader |
| Publisher | : Elsevier |
| Total Pages | : 217 |
| Release | : 2011-02-23 |
| Genre | : Business & Economics |
| ISBN | : 0080468152 |
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 | : Robert Pozen |
| Publisher | : John Wiley & Sons |
| Total Pages | : 549 |
| Release | : 2015-02-02 |
| Genre | : Business & Economics |
| ISBN | : 1118929942 |
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 | : Jason Kelly |
| Publisher | : Plume Books |
| Total Pages | : 152 |
| Release | : 1996 |
| Genre | : Business & Economics |
| ISBN | : |
Today there are more and more mutual funds, as more and more people understand that mutual funds are the best place to put money. These funds include the good and the bad, the expensive and the bargain-priced, the short-term and the long-term, the highly secure and the very risky. So how do you find the funds that are right for you without spending a lifetime trying to become a market maven and finding yourself buried in graphs and charts? What you can do very easily is spend a little time with the swiftest, surest, smartest book ever to lead you through the mutual fund maze with wit and wisdom. No other guide tells you so clearly, so concisely, and so captivatingly what different kinds of mutual funds there are, how to choose your own goals and decide your own risk level, how to split your mutual fund investments to reflect your wants and needs, how to quickly learn which funds are the best of their kind, how and where to buy funds at the lowest price, how to spot hidden charges, how to track performance, how to know when to sell, how to make funds work for you in retirement, and much more.
| Author | : David F. Swensen |
| Publisher | : Simon and Schuster |
| Total Pages | : 417 |
| Release | : 2005-08-09 |
| Genre | : Business & Economics |
| ISBN | : 074327461X |
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.
| Author | : John C. Bogle |
| Publisher | : John Wiley & Sons |
| Total Pages | : 663 |
| Release | : 2009-12-02 |
| Genre | : Business & Economics |
| ISBN | : 0470138130 |
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 | : Jill Schlesinger |
| Publisher | : Ballantine Books |
| Total Pages | : 290 |
| Release | : 2020-02-04 |
| Genre | : Business & Economics |
| ISBN | : 0525622187 |
You’re smart. So don’t be dumb about money. Pinpoint your biggest money blind spots and take control of your finances with these tools from CBS News Business Analyst and host of the nationally syndicated radio show Jill on Money, Jill Schlesinger. “A must-read . . . This straightforward and pleasingly opinionated book may persuade more of us to think about financial planning.”—Financial Times Hey you . . . you saw the title. You get the deal. You’re smart. You’ve made a few dollars. You’ve done what the financial books and websites tell you to do. So why isn’t it working? Maybe emotions and expectations are getting in the way of good sense—or you’re paying attention to the wrong people. If you’ve started counting your lattes, for god’s sake, just stop. Read this book instead. After decades of working as a Wall Street trader, investment adviser, and money expert for CBS News, Jill Schlesinger reveals thirteen costly mistakes you may be making right now with your money. Drawing on personal stories and a hefty dose of humor, Schlesinger argues that even the brightest people can behave like financial dumb-asses because of emotional blind spots. So if you’ve saved for college for your kids before saving for retirement, or you’ve avoided drafting a will, this is the book for you. By following Schlesinger’s rules about retirement, college financing, insurance, real estate, and more, you can save money and avoid countless sleepless nights. It could be the smartest investment you make all year. Praise for The Dumb Things Smart People Do with Their Money “Common sense is not always common, especially when it comes to managing your money. Consider Jill Schlesinger’s book your guide to all the things you should know about money but were never taught. After reading it, you’ll be smarter, wiser, and maybe even wealthier.”—Chris Guillebeau, author of Side Hustle and The $100 Startup “A must-read, whether you’re digging yourself out of a financial hole or stacking up savings for the future, The Dumb Things Smart People Do with Their Money is a personal finance gold mine loaded with smart financial nuggets delivered in Schlesinger’s straight-talking, judgment-free style.”—Beth Kobliner, author of Make Your Kid a Money Genius (Even If You’re Not) and Get a Financial Life
| Author | : V.K.Bhalla |
| Publisher | : S. Chand Publishing |
| Total Pages | : 452 |
| Release | : 2010-12 |
| Genre | : Business & Economics |
| ISBN | : 9788121927024 |
For the students of Management, Commerce, Professional Course of CA, CS, ICWA and Professionals of Financial Institutions. Thirteen chapters on current major areas have been added to provide exhaustive coverage on recent changes in the world financial markets and the changing compositions of the portfolios.
| Author | : Mr. Hashim Khan |
| Publisher | : Authors Click Publishing |
| Total Pages | : 371 |
| Release | : 2024-07-25 |
| Genre | : Business & Economics |
| ISBN | : 811936824X |
"Fundamentals of Mutual Funds" offers a thorough exploration of the principles, operations, and strategies that define the mutual fund industry, with a focused examination of the Indian context. This book is an essential resource for students, finance professionals, individual investors, and educators alike, providing both foundational knowledge and practical insights into the complexity of mutual fund management. Exploring the evolution and current state of mutual funds, this book covers key topics such as investment objectives, fund types, regulatory frameworks, and performance evaluation. It explains complex concepts with clarity, supported by real-world examples and case studies that illustrate best practices and common pitfalls in mutual fund investing.
| Author | : Aswath Damodaran |
| Publisher | : John Wiley & Sons |
| Total Pages | : 615 |
| Release | : 2012-06-22 |
| Genre | : Business & Economics |
| ISBN | : 1118235614 |
The guide for investors who want a better understanding of investment strategies that have stood the test of time This thoroughly revised and updated edition of Investment Philosophies covers different investment philosophies and reveal the beliefs that underlie each one, the evidence on whether the strategies that arise from the philosophy actually produce results, and what an investor needs to bring to the table to make the philosophy work. The book covers a wealth of strategies including indexing, passive and activist value investing, growth investing, chart/technical analysis, market timing, arbitrage, and many more investment philosophies. Presents the tools needed to understand portfolio management and the variety of strategies available to achieve investment success Explores the process of creating and managing a portfolio Shows readers how to profit like successful value growth index investors Aswath Damodaran is a well-known academic and practitioner in finance who is an expert on different approaches to valuation and investment This vital resource examines various investing philosophies and provides you with helpful online resources and tools to fully investigate each investment philosophy and assess whether it is a philosophy that is appropriate for you.
| Author | : Esme E. Faerber |
| Publisher | : McGraw Hill Professional |
| Total Pages | : 270 |
| Release | : 2001-03-05 |
| Genre | : Business & Economics |
| ISBN | : 0071381120 |
Understand the ins and outs of today's surprisingly versatile bond marketplace As stocks continue their roller-coaster ride, nervous investors will be looking at bonds. FUNDAMENTALS OF THE BOND MARKET gives you the tools you need to master this complex market so you can diversify your portfolio, and get reliable income and safety of principal. Author Esme Faerber has packed this guide with examples, quizzes, checklists, and plain-English explanations to enhance your understanding of everything from the basics of buying and selling to bond ratings, government and international securities, call and convertible features, portfolio management, and more. Before you risk money in real-time trading, let this hands-on tool bring you up to speed on: *Three steps that determine the best bond mutual fund for any investor *Corporate, Municipal, Convertible and Zero-Coupon Bonds - which to buy for individual portfolios *Treasury securities - how and why to invest in T-bills, notes, and bonds *Tips of the Trade - techniques to calculate yields, buy and sell different types of bonds, and more
