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 funds? Functions of Investment Companies 3 Record keeping and administration ...
Chapter Overview • Hedge funds vs. mutual funds • Hedge fund strategies • Portable alpha and pure play • Performance measurement for hedge funds • Exposure to omitted risk factors • Fee structure in hedge funds • High water marks ...
An employee of the FDA will be working on reviewing and approving requests by drug companies for new medicines. The employee’s investment portfolio consists of: • $100,000 invested in Janus Henderson Emerging Markets Fund • $14,000 invested ...
MEANING OF FINANCIAL REPORTING It is concerned with providing useful information to the users of financial statements in the form of income statement, balance sheet, statement of retained earnings. It also includes accounting ratios, cash flow statement, graphs, diagrams etc ...
Overview Mutual funds: What they are and how they work Performance and taxation Understanding risk and protection Buying and investment strategies Buying and investment strategies 2 What is a mutual fund? Mutual funds provide investors access to a diversified portfolio ...
The Goals of Chapter 4 Introduce investment companies ( ) – Functions and different types: unit investment trusts, managed investment companies, other investment organizations Introduce various kinds of mutual funds ( ), which are the dominant type of investment companies ...
Who am I? How Do I Help? Who Am I? • MIT Class of 2005 • ® ® CFP & CFA • Independent Financial Planner • Volunteer How Do I Help? • Financial Planning • Implementation Interest • Expected ...
A. Pooled Diversification • 1. Professional Money Managers • 2. Combines the Funds of many people with similar investment goals • 3. Receive shares of stock in the mutual fund; a pooled common investment. • 4. An indirect investment B ...
Quiz An asset identified as “BlackRock Diversified Income Portfolio” has the following description: Investment strategy: The BlackRock Diversified Income Portfolio seeks to generate income by investing in a broad range of asset classes. This opportunistic approach may be ...
NAV, EXPENSES, ETC OF MUTUAL FUNDS NET ASSET VALUE • Price of is stock is determined by demand and supply forces. • On the other hand, a mutual fund’s value is determined by how much is invested in the ...
GASB 40 – Deposit & Investment Risk Disclosures Amendment of GASB Statement No. 3 Effective for Periods Beginning after June 15, 2004 Provide users with information to assess common risks inherent in deposit and investment transactions 5 Types of ...
Indian Capital Market - Overview Market Regulator SEBI Stocks and Commodities Depositories Other Derivative Intermediaries Exchanges Stock Brokers, NSE, BSE, MSE, NSDL, CDSL RTAs, Mutual MCX etc. Funds, Investment Advisors etc. Starting Investment in Capital Market Accounts Required Bank Account ...
Overview In this lesson we will be learning about the basics of investing. • We will learn about different types of investments such as stocks, mutual funds and bonds. • We will assess the different risks that come with each ...
Outline The Investment Company Industry Open-End Investment Companies Closed-End Investment Companies Regulation Fees Selecting a Mutual Fund Rationale Eligibility Interpreting Past Performance Types of Funds 2 Outline Information Sources Company Information Commercial Services 3 The Investment Company Industry The investment ...
Mutual Fund What is a Mutual Fund? • A mutual fund is a pool of money managed by a professional money manager. • The objective and the risk level are outlined in a document called a prospectus. The prospectus provides ...
A. Pooled Diversification A. Pooled Diversification 1. Professional Money Managers 1. Professional Money Managers 2. Combines the Funds of many people 2. Combines the Funds of many people with similar investment goals. with similar investment goals. 3. Receive shares of ...
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