An introduction to mutual funds worldwide
This guide explains what mutual funds are, how they have developed and how they are used, regulated and administered across the globe. Both open-ended and closed-ended funds are described and the differences between the international markets, particularly USA, Europe and UK are addressed. Written by...
| Autor principal: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
Wiley
2007.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627247306719 |
Tabla de Contenidos:
- An Introduction to Mutual Funds Worldwide; CONTENTS; PREFACE; ABOUT THE AUTHOR; Chapter 1: INTRODUCTION; 1.1 COLLECTIVE INVESTMENT; 1.2 HISTORY; 1.3 CONSTRUCTION AND AUTHORISATION; 1.4 GROWTH AND DEVELOPMENT; Chapter 2: THE MANAGEMENT OF FUNDS; 2.1 WHO RUNS MUTUAL FUNDS?; 2.2 WHAT'S IN A NAME?; 2.3 BENEFITS OF MUTUAL FUNDS; 2.4 USES OF MUTUAL FUNDS; 2.5 RANGE OF INVESTMENT AIMS; 2.6 PERFORMANCE STATISTICS; Chapter 3: REGULATION; 3.1 BACKGROUND AND PURPOSE; 3.2 THE PROCESS OF AUTHORISATION; 3.3 FUND MANAGEMENT; 3.4 MARKETING; 3.5 ADMINISTRATION; 3.6 INVESTOR PROTECTION
- Chapter 4: CONSTITUTION AND CONSTRAINTS4.1 ESTABLISHMENT, SET-UP AND CHANGES; 4.2 SCHEME DOCUMENTS; 4.3 LAUNCH PROCEDURES AND PRACTICES; 4.4 RUNNING THE FUND; 4.5 CHARGES; 4.6 TERMINATION/WINDING-UP; Chapter 5: FUND MANAGEMENT; 5.1 INVESTMENT POLICIES AND OBJECTIVES; 5.2 INVESTMENT RESTRICTIONS; 5.3 BORROWING AND GEARING; 5.4 UNDERWRITING; 5.5 STOCKLENDING; Chapter 6: MARKETING; 6.1 AUTHORISATION; 6.2 CROSS-BORDER/INTERNATIONAL MARKETING; 6.3 DISTRIBUTION CHANNELS; Chapter 7: ADMINISTRATION; 7.1 INVESTMENT PORTFOLIO; 7.2 VALUATION, PRICING AND DEALING; 7.3 INVESTORS/PARTICIPANTS
- 7.4 COMMUNICATING WITH INVESTORSChapter 8: TAXATION; 8.1 INTRODUCTION; 8.2 THE FUND; 8.3 THE INVESTOR/PARTICIPANT; GLOSSARY OF INDUSTRY TERMS; USEFUL CONTACTS; INDEX
