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picture1_Corporate Powerpoint Templates 73825 | Chap4 Item Download 2022-09-01 08-58-02


picture2_Corporate Powerpoint Templates 73825 | Chap4 Item Download 2022-09-01 08-58-02 picture3_Corporate Powerpoint Templates 73825 | Chap4 Item Download 2022-09-01 08-58-02

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File: Corporate Powerpoint Templates 73825 | Chap4 Item Download 2022-09-01 08-58-02
Learning Goals 2 What are investment companies? What are the different kinds of investment companies? What are the different kinds of mutual funds? How are they sold? What are exchange-traded ...

icon picture PPTX Filetype Power Point PPTX | Posted on 01 Sep 2022 | 2 years ago
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...Learning goals what are investment companies the different kinds of mutual funds how they sold exchange traded functions record keeping and administration diversification divisibility professional management active portfolio tax minimization lower transaction costs types unit trusts closed end where there is no trading in underlying assets managed open commingled these similar to but not all investors hence have less regulation disclosure reits corporate entities investing real estate that pay out their income return don t taxes hedge structured as private partnerships minimal sec money market equity sector concentrate on a particular bond international invest securities firms located outside us balanced hold stocks bonds meant be an individual s entire life cycle take investor age into account asset allocation flexible index directly by fund underwriter distributor who creates prospectus for develops marketing campaigns tv internet magazine sells shares public provides wholesale reach...
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