05397nam 2200709 450 991083105770332120230725053506.01-118-08558-21-283-27294-697866132729421-118-26651-X0-470-94991-01-118-08559-0(CKB)2550000000054520(EBL)661580(SSID)ssj0000590560(PQKBManifestationID)11426917(PQKBTitleCode)TC0000590560(PQKBWorkID)10665904(PQKB)10711156(MiAaPQ)EBC3422109(MiAaPQ)EBC661580(Au-PeEL)EBL661580(OCoLC)773301873(EXLCZ)99255000000005452020160504h20112011 uy 0engur|n|---|||||txtccrThe fund industry how your money is managed /Robert Pozen and Theresa Hamacher1st ed.Hoboken, New Jersey :John Wiley & Sons, Inc.,2011.©20111 online resource (546 p.)Wiley finance"A Wiley Global Finance Executive Selection."0-470-63425-1 The Fund Industry: How Your Money Is Managed; Contents; Foreword; Preface; Acknowledgments; SECTION One An Investor's Guide to Mutual Funds; CHAPTER 1 Investing through Mutual Funds; ADVANTAGES AND DISADVANTAGES OF MUTUAL FUNDS; HISTORY AND GROWTH; Early History; The Surge in Growth in the 1980s and 1990s; Mutual Fund Ownership in the United States Today; REGULATORS AND INDUSTRY ASSOCIATIONS; Securities and Exchange Commission; FINRA; Department of Labor; State Regulators; Investment Company Institute; NICSA; CHAPTER SUMMARY; CHAPTER 2 How Mutual Funds Work; BUYING AND SELLING FUND SHARESTHE PASS-THROUGH TAX STATUS OF MUTUAL FUNDSA VIRTUAL CORPORATION; ETHICAL STANDARDS; ALTERNATIVES TO MUTUAL FUNDS; Direct Investing through Individual Accounts; Other Commingled Investment Vehicles; CHAPTER SUMMARY; CHAPTER 3 Researching Funds: The User Guides; MUTUAL FUNDS AND DISCLOSURE; THE SUMMARY PROSPECTUS; BEYOND THE SUMMARY PROSPECTUS; Prospectus; Statement of Additional Information; Shareholder Reports; USING THE USER GUIDES; CHAPTER SUMMARY; CHAPTER 4 Comparing Mutual Funds; DELINEATING YOUR OWN INVESTMENT OBJECTIVES; EVALUATING PERFORMANCE; THE TAXONOMY OF MUTUAL FUNDSMoney Market FundsBond Funds; Stock Funds; Hybrid Funds; CHAPTER SUMMARY; SECTION Two Mutual Fund Portfolio Management; CHAPTER 5 Portfolio Management of Stock Funds; STOCK RESEARCH; Fundamental Research; Valuation; Quantitative Research; PUTTING IT ALL TOGETHER: MANAGING A STOCK FUND; Passive Portfolio Management; Active Portfolio Management; Portfolio Construction; Risk Management; Performance Analysis; CHAPTER SUMMARY; CHAPTER 6 Portfolio Management of Bond Funds; BOND FUND HOLDINGS; Holdings in Taxable Bond Funds; Holdings in Tax-Exempt Funds; PUTTING IT ALL TOGETHER: MANAGING A BOND FUNDInvestment StrategyPortfolio Construction; CHAPTER SUMMARY; Appendix to Chapter 6: Bond Basics; DEFINING CHARACTERISTICS OF BONDS; KEY ANALYTICAL MEASURES; RISKS OF BOND INVESTMENTS; CHAPTER 7 Portfolio Management of Money Market Funds; HOW-EXACTLY-THE 1.00 NAV WORKS; MONEY MARKET FUND HOLDINGS; Holdings in Taxable Funds; Holdings in Tax-Exempt Funds; PUTTING IT ALL TOGETHER: MANAGING A MONEY MARKET FUND; Research; Trading; Portfolio Management; MONEY MARKET FUNDS AND THE FINANCIAL SYSTEM; CHAPTER SUMMARY; CHAPTER 8 Implementing Portfolio Decisions: Buying and Selling InvestmentsTHE IMPORTANCE OF TRADINGTHE EVOLUTION OF THE U.S. STOCK MARKETS; The Traditional Venues; The New Entrants: Alternative Trading Systems; The Convergence of the Old and the New; THE ROLE OF THE MUTUAL FUND TRADER; Fund Compliance; Trading Strategy; Broker-Dealer Selection; Trading Across Multiple Funds; TRADING IN BOND FUNDS; CHAPTER SUMMARY; CHAPTER 9 Mutual Funds as Institutional Investors; MUTUAL FUNDS AS STOCKHOLDERS AND THE PROXY VOTING PROCESS; The Role of Stockholders; The Proxy Voting Process: Stockholder Meetings; PROXY VOTING BY MUTUAL FUNDS; Proxy Voting PoliciesProxy Decision MakingEvery 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 AmericaCompares mutual funds to other investment vehicles such as hedge Wiley finance series.Mutual fundsUnited StatesMutual fundsMutual fundsMutual funds.332.63/27332.6327Pozen Robert C.247185Hamacher TheresaMiAaPQMiAaPQMiAaPQBOOK9910831057703321The fund industry4028057UNINA