Index
Page numbers followed by f and t refer to figures and tables, respectively.
A
ABOR (accounting book of record), 368
ABSs (asset-backed securities), 172–175, 174f
Absolute returns, hedge fund, 408
Access persons, 43
Account executives, 13
Accounting book of record (ABOR), 357, 368
Accredited investors, 415
Accumulation phase, 334
Active ETFs, 379, 381, 391–392, 394
Active investing approach, 130–132
Active portfolio management, 154–157
stockholder, 260
Activist hedge funds, 260
Activist pension funds, 260
Adjusted gross income, IRAs and, 326
Administradoras de fondos de pensiones (AFPs), 481
Administration:
of mutual funds, 5
portfolio, 37
ADRs (American Depositary Receipts), 440, 443
Advantages of mutual funds, 3–5
Advertising, 276
Advisory contracts, 36
Affiliated brokerage firms, 242
Affiliated transactions, 38
AFPs (administradoras de fondos de pensiones), 481
Africa, 453
Agency securities (agencies), 170–172, 212
Aggressive orders, 231
Ahorro previsional voluntario colectivo (APVC), 482
Ahorro previsional voluntario individual, 487n5
AIFMD, see Alternative Investment Fund Managers Directive
AIFMD Marketing Passport, 473
ALFI (Association of the Luxembourg Fund Industry), 468
Algorithms:
for mutual ...
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