An introduction to mutual funds worldwide / Ray Russell.

Format:

Book

Author/Creator:

Russell, Ray, 1944-

Language:

English

Subjects (All):

Mutual funds.

Physical Description:

1 online resource (199 p.)

Edition:

1st edition

Place of Publication:

Hoboken, N.J. : Wiley, 2007.

Language Note:

English

System Details:

text file

Summary:

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 successful trainer and consultant, Ray Russell, the material reflects the growth and importance across the globe of mutual funds as a means of investing in worldwide economic development, whether to build a fund for retirement or otherwise. Readers will gain a basic appreciation of Mutual funds i

Contents:

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

Notes:

Description based upon print version of record.

Includes bibliographical references and index.

ISBN:

9786610839483

9781119208860

1119208866

9781280839481

1280839481

9780470510193

0470510196

OCLC:

127124562