The Fund Industry: How Your Money is Managed

الغلاف الأمامي
John Wiley & Sons, 05‏/01‏/2015 - 544 من الصفحات
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.

 

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المحتويات

CONTENTS vii
191
CHAPTER 8
199
CHAPTER 9
223
CHAPTER 10
249
CHAPTER 11
273
CONTENTS
284
CHAPTER 12
301
CHAPTER 13
325
CHAPTER 17
433
CHAPTER 18
451
APPENDIX TO CHAPTER 18
477
Foreword Robert J Shiller
xi
CONTENTS
489
Acknowledgments xvii
1
CHAPTER 2
27
CHAPTER 3
57

CHAPTER 14
343
CHAPTER 15
377
CONTENTS ix
384
CHAPTER 16
399
CONTENTS
69
CHAPTER 4
79
CHAPTER 5
105
حقوق النشر

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عبارات ومصطلحات مألوفة

حول المؤلف (2015)

ROBERT POZEN is Senior Lecturer at Harvard Business School and a Senior Fellow at the Brookings Institution. During his distinguished career, he has been active in business, government, and academia. From 1997 to 2001, he was President of Fidelity Management & Research Co. From 2004 to 2011, he was executive Chairman of MFS Investment Management, which now manages over $400 billion in assets.

THERESA HAMACHER, CFA, is president of NICSA, a trade association serving the global investment management community. She is the former CIO for Pioneer Investment Management USA in Boston, Massachusetts. Previously, she was the CIO for Prudential Mutual Funds in Newark, New Jersey.

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