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The Fund Industry: How Your Money is Managed, 2nd Edition

by Theresa Hamacher, Robert Pozen

February 2015

Beginner

544 pages

15h 30m

English

Wiley

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ADVANTAGES AND DISADVANTAGES OF MUTUAL FUNDSHISTORY AND GROWTHREGULATORS AND INDUSTRY ASSOCIATIONSCHAPTER SUMMARYNOTES
BUYING AND SELLING FUND SHARESTHE PASS-THROUGH TAX STATUS OF MUTUAL FUNDSA VIRTUAL CORPORATIONETHICAL STANDARDSALTERNATIVES TO MUTUAL FUNDSCHAPTER SUMMARYNOTES

MUTUAL FUNDS AND DISCLOSURETHE SUMMARY PROSPECTUSBEYOND THE SUMMARY PROSPECTUSUSING THE USER GUIDESCHAPTER SUMMARYNOTES
DELINEATING YOUR OWN INVESTMENT OBJECTIVESEVALUATING PERFORMANCETHE TAXONOMY OF MUTUAL FUNDSCHAPTER SUMMARYNOTES
THE FOCUS ON FUND EXPENSESDISTRIBUTION EXPENSESOPERATING EXPENSESTHE MANAGEMENT FEETHE ACTIVE VERSUS PASSIVE DEBATECHAPTER SUMMARYNOTES
STOCK RESEARCHPUTTING IT ALL TOGETHER: MANAGING A STOCK FUNDCHAPTER SUMMARYNOTES
BOND FUND HOLDINGSPUTTING IT ALL TOGETHER: MANAGING A BOND FUNDCHAPTER SUMMARYNOTES
USES OF DERIVATIVES IN FUNDSREGULATION OF DERIVATIVES IN FUNDSNOTES
MONEY MARKET FUNDS AND THE FINANCIAL SYSTEMRULE 2A-7MONEY MARKET FUND HOLDINGSPUTTING IT ALL TOGETHER: MANAGING A MONEY MARKET FUNDCHAPTER SUMMARYNOTES
THE IMPORTANCE OF TRADINGTHE U.S. STOCK MARKETSTHE ROLE OF THE MUTUAL FUND TRADERTRADING IN BOND FUNDSCHAPTER SUMMARYNOTES
MUTUAL FUNDS AND THE PROXY VOTING PROCESSPROXY VOTING BY MUTUAL FUNDSACTIVISM AND MUTUAL FUNDSCURRENT ISSUES IN PROXY VOTINGPROXY VOTING OUTSIDE THE UNITED STATESCHAPTER SUMMARYNOTES
WHAT SELLS MUTUAL FUNDS?DISTRIBUTION CHANNELSFUND PLATFORMSDISTRIBUTION STRATEGYCHAPTER SUMMARYNOTES
THE BENEFITS OF TAX-DEFERRED SAVINGHISTORY AND GROWTH OF 401(K) PLANSCONTRIBUTIONS TO 401(K) PLANSINVESTMENT OPTIONS IN 401(K) PLANSTARGET DATE FUNDSPLAN ADMINISTRATIONCHAPTER SUMMARYNOTES
INDIVIDUAL RETIREMENT ACCOUNTSVARIABLE ANNUITIESTHE FUTURE OF RETIREMENT INCOME IN THE UNITED STATESCHAPTER SUMMARYNOTES
THE TRANSFER AGENTFUND ACCOUNTINGINVESTMENT OPERATIONSCHAPTER SUMMARYNOTES
A BRIEF HISTORYADVANTAGES AND DISADVANTAGESLEGAL STRUCTUREOPERATIONSPORTFOLIO HOLDINGSTHE FUTURE OF ETFsCHAPTER SUMMARYNOTES
TRADITIONAL HEDGE FUNDSTRADITIONAL HEDGE FUND INVESTORSTHE NEW HEDGE FUNDS: LIQUID ALTERNATIVESCHAPTER SUMMARYNOTES
THE GROWTH IN CROSS-BORDER INVESTINGADVANTAGES AND RISKS OF INVESTING OVERSEASOPERATIONAL CHALLENGES OF INVESTING OVERSEASPUTTING IT ALL TOGETHER: MANAGING A GLOBAL OR INTERNATIONAL FUNDCHAPTER SUMMARYNOTES
THE GLOBAL MARKET FOR INVESTMENT FUNDSMODELS FOR A GLOBAL FUND BUSINESSTHE UCITS MODELCHAPTER SUMMARYNOTES
CHILE'S RETIREMENT SYSTEMSINGAPORE'S RETIREMENT SYSTEMNOTES
ROBERT POZENTHERESA HAMACHER, CFA

Content preview from The Fund Industry: How Your Money is Managed, 2nd Edition

About the Companion Website

This book has a companion website, which can be found at www.wiley.com/go/fundindustry2. The companion website for this book contains:

A new introduction to derivatives in three separate articles covering “The Basics,” “Futures, Forwards, and Swaps,” and “Options and Credit Default Swaps.”
The overview of fixed income securities, titled “Bond Basics.”
Supplemental material referenced throughout the book.
Footnotes to the text, which have been expanded to provide a comprehensive reference to sources, including legal citations.

To access the site, go to www.wiley.com/go/fundindustry2 (password: pozen012).