The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher

• Autore: Pozen Robert C.
• Pubblicazione: Hoboken, New Jersey : , : John Wiley & Sons, , 2015; ©2015
• Edizione: 2nd ed.
• Descrizione fisica: 1 online resource (546 p.)
• Disciplina: 332.63/27
• Soggetto topico: Mutual funds - United States; Mutual funds
• Soggetto genere / forma: Electronic books.
• Persona (resp. second.): HamacherTheresa
• Note generali: Includes index.
• Nota di contenuto: Cover; Title Page; Copyright; Contents; Foreword ; Preface to the Second Edition; Acknowledgments; Section 1 An Investor's Guide to Mutual Funds; Chapter 1 Investing through Mutual Funds; Advantages and Disadvantages of Mutual Funds; History and Growth; Regulators and Industry Associations; Chapter Summary; Notes; Chapter 2 How Mutual Funds Work; Buying and Selling Fund Shares; The Pass-Through Tax Status of Mutual Funds; A Virtual Corporation; Ethical Standards; Alternatives to Mutual Funds; Chapter Summary; Notes; Chapter 3 Researching Funds: The User Guides; Mutual Funds and Disclosure ; The Summary Prospectus Beyond the Summary Prospectus; Using the User Guides; Chapter Summary; Notes; Chapter 4 Comparing Mutual Funds; Delineating Your Own Investment Objectives; Evaluating Performance; The Taxonomy of Mutual Funds; Chapter Summary; Notes; Chapter 5 The Cost of Fund Ownership; The Focus on Fund Expenses; Distribution Expenses; Operating Expenses; The Management Fee; The Active versus Passive Debate; Chapter Summary; Notes; Section 2 Mutual Fund Portfolio Management; Chapter 6 Portfolio Management of Stock Funds; Stock Research; Putting It All Together: Managing a Stock Fund ; Chapter Summary Notes; Chapter 7 Portfolio Management of Bond Funds; Bond Fund Holdings; Putting It All Together: Managing a Bond Fund; Chapter Summary; Notes; Appendix to Chapter 7 Funds and Derivatives; Uses of Derivatives in Funds; Regulation of Derivatives in Funds; Notes; Chapter 8 Portfolio Management of Money Market Funds; Money Market Funds and the Financial System; Rule 2a-7; Money Market Fund Holdings; Putting It All Together: Managing a Money Market Fund; Chapter Summary; Notes; Chapter 9 Implementing Portfolio Decisions: Trading; The Importance of Trading; The U.S. Stock Markets ; The Role of the Mutual Fund Trader Trading in Bond Funds; Chapter Summary; Notes; Chapter 10 Mutual Funds as Stockholders; Mutual Funds and the Proxy Voting Process; Proxy Voting by Mutual Funds; Activism and Mutual Funds; Current Issues in Proxy Voting; Proxy Voting Outside the United States; Chapter Summary; Notes; Section 3 Sales and Operations; Chapter 11 Retail Distribution; What Sells Mutual Funds?; Distribution Channels; Fund Platforms; Distribution Strategy; Chapter Summary; Notes; Chapter 12 Retirement Saving through 401(k) Plans; The Benefits of Tax-Deferred Saving ; History and Growth of 401(k) Plans Contributions to 401(k) Plans; Investment Options in 401(k) Plans; Target Date Funds; Plan Administration; Chapter Summary; Notes; Chapter 13 Other Retirement Planning Options; Individual Retirement Accounts; Variable Annuities; The Future of Retirement Income in the United States; Chapter Summary; Notes; Chapter 14 Fund Operations; The Transfer Agent; Fund Accounting; Investment Operations; Chapter Summary; Notes; Section 4 Beyond Traditional Funds; Chapter 15 Exchange-Traded Funds; A Brief History; Advantages and Disadvantages; Legal Structure; Operations ; Portfolio Holdings
• Sommario/riassunto: 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 a
• Titolo autorizzato: The fund industry
• ISBN: 1-118-92996-9
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910460625003321
• Lo trovi qui: Univ. Federico II
• Serie: Wiley finance series.