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 Diversification and divisibility Professional management Active portfolio management Tax minimization Lower transaction costs Types of Investment Companies 4 Unit Investment Trusts Closed-end Mutual Funds where ...
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. MEANING OF FINANCIAL INSTITUTION The term includes these: 1. Mutual funds 2. Non Banking financial companies 3. Merchant Bankers 4. Stock Brokers 5. Insurance Companies ...
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 Discuss the costs and taxes of investing in mutual funds Introduce exchange-traded funds (ETFs) ( ) Discuss the performance of mutual funds 4-2 4.1 ...
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 return on your money • Simple and Compound Interest • Risk Free Rate Government bonds are guaranteed by the US government as to the timely ...
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 appropriate for investors looking for income and growth potential while managing volatility. Types of investments: Primarily exchange-traded funds (ETFs), diversified among traditional (e.g ...
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 Risks and Disclosures for those Specific Risks 2 Deposit & Investment Disclosures Credit Risk The risk that an issuer or other counterparty to an ...
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 type of investment and determine when it is a good idea to invest. • We will learn the importance of researching companies and investing based ...
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 company industry is a significant portion of the financial landscape in the United States. The automatic diversification and professional management provided by mutual funds make ...
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 detailed guidelines for the types of investments the manager can purchase. • A mutual fund is also known as an open-ended investment fund, which means ...
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