Mutual funds : portfolio structures, analysis, management, and stewardship / John Haslem.

Format:

Book

Author/Creator:

Haslem, John A.

Contributor:

Haslem, John A.

Series:

Robert W. Kolb Series

THEi Wiley ebooks.

Robert W. Kolb series

THEi Wiley ebooks

Language:

English

Subjects (All):

Mutual funds.

Investments.

Portfolio management.

Physical Description:

1 online resource (381 p.)

Edition:

1st edition

Place of Publication:

Hoboken, NJ : Wiley, c2009.

Language Note:

English

System Details:

Access using campus network via VPN at home (THEi Users Only).

text file

Summary:

An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing resear

Contents:

Mutual Funds: Portfolio Structures, Analysis, Management, and Stewardship; Contents; Introduction; Part I: Mutual Funds: Nature, Regulation, and Costs; Chapter 1: The Nature of Mutual Funds; Chapter 2: Mutual Fund Regulation and Issues; Chapter 3: The Economics of Mutual Funds; Chapter 4: Mutual Fund Fees and Expenses; Part II: The Realities and Analogies of Investing; Chapter 5: How Financial Markets Work; Chapter 6: Active versus Passive Investing; Part III: Fund Types and Comparative Performance, Efficient Markets, Asset Allocation, and Morningstar Analysis

Chapter 7: Efficient Markets and Mutual Fund Investing: The Advantages of Index FundsChapter 8: Asset Allocation: Design and Care of Portfolios; Chapter 9: The Morningstar Approach to Mutual Fund Analysis-Part I; Chapter 10: The Morningstar Approach to Mutual Fund Analysis-Part II; Chapter 11: Building a Portfolio of Mutual Funds: A Morningstar Approach; Chapter 12: Performance of Actively Managed versus Index Funds: The Vanguard Case; Chapter 13: Classic and Enhanced Index Funds: Performance and Issues; Chapter 14: Mutual Funds versus Exchange-Traded Funds

Part IV: Mutual Funds at the CrossroadsChapter 15: The Challenge to Mutual Fund Stewardship; Chapter 16: Identifying Mutual Fund Stewardship; Chapter 17: Normative Transparency of Mutual Fund Disclosure; Chapter 18: A Design for the Mutual Funds of the Future; Index

Notes:

Includes index.

Includes bibliographical references and index.

Description based on metadata supplied by the publisher and other sources.

ISBN:

9786612306594

9781282306592

1282306596

9781118266397

1118266390

9780470530894

0470530898

OCLC:

489139713