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The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher
| The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher |
| Autore | Pozen Robert C. |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, , 2015 |
| Descrizione fisica | 1 online resource (546 p.) |
| Disciplina | 332.63/27 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Mutual funds - United States
Mutual funds |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-118-92996-9 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910460625003321 |
Pozen Robert C.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher
| The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher |
| Autore | Pozen Robert C. |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, , 2015 |
| Descrizione fisica | 1 online resource (546 p.) |
| Disciplina | 332.63/27 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Mutual funds - United States
Mutual funds |
| ISBN |
1-118-92995-0
1-118-92996-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910787466003321 |
|
Pozen Robert C.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher
| The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher |
| Autore | Pozen Robert C. |
| Edizione | [2nd ed.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, , 2015 |
| Descrizione fisica | 1 online resource (546 p.) |
| Disciplina | 332.63/27 |
| Collana | Wiley Finance Series |
| Soggetto topico |
Mutual funds - United States
Mutual funds |
| ISBN |
1-118-92995-0
1-118-92996-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| 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 |
| Record Nr. | UNINA-9910820717103321 |
|
Pozen Robert C.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, , 2015 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher
| The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher |
| Autore | Pozen Robert C. |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2011 |
| Descrizione fisica | 1 online resource (546 p.) |
| Disciplina |
332.63/27
332.6327 |
| Collana | Wiley finance |
| Soggetto topico |
Mutual funds - United States
Mutual funds |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-118-08558-2
1-283-27294-6 9786613272942 1-118-26651-X 0-470-94991-0 1-118-08559-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 SHARES
THE 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 FUNDS Money 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 FUND Investment 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 Investments THE 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 Policies Proxy Decision Making |
| Record Nr. | UNINA-9910139585503321 |
|
Pozen Robert C.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher
| The fund industry : how your money is managed / / Robert Pozen and Theresa Hamacher |
| Autore | Pozen Robert C. |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2011 |
| Descrizione fisica | 1 online resource (546 p.) |
| Disciplina |
332.63/27
332.6327 |
| Collana | Wiley finance |
| Soggetto topico |
Mutual funds - United States
Mutual funds |
| ISBN |
1-118-08558-2
1-283-27294-6 9786613272942 1-118-26651-X 0-470-94991-0 1-118-08559-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
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 SHARES
THE 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 FUNDS Money 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 FUND Investment 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 Investments THE 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 Policies Proxy Decision Making |
| Record Nr. | UNINA-9910831057703321 |
|
Pozen Robert C.
|
||
| Hoboken, New Jersey : , : John Wiley & Sons, Inc., , 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||