The mutual fund business
著者
書誌事項
The mutual fund business
MIT Press, 1999, c1998
2nd printing
- : pbk
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注記
Includes bibliographical references and index
内容説明・目次
- 巻冊次
-
ISBN 9780262161770
内容説明
During the 1990s, the number of mutual funds has tripled to more than 6,000 funds with more than $4 trillion in assets and more than 60 million individual shareholders. This text is designed for MBA and undergraduate business courses. It is divided into four parts. Part 1 contains a general introduction to mutual funds, a short history of the industry, and an overview of mutual fund regulation. Part II covers portfolio management of stock funds and bond funds, as well as execution of fund trades. Part III discusses the marketing and servicing of mutual funds in the direct, intermediary, and retirement channels. Finally, Part VI delves into more specialized topics: the financial dynamics of mutual funds, mutual funds as institutional investors, the role of technology in mutual fund complexes, and the internationalization of mutual funds. Each chapter contains an introduction and selected articles, and a detailed case study or class exercise. The book is accompanied by an extensive teacher's manual, with a complete set of lecture notes, slides (on diskette) to support the lectures, answers to the review questions for each chapter, and an analysis of each case study.
目次
- Part 1 Overview: indirect investing - mutual funds versus commercial banks
- evolution of funds and investors
- regulation of mutual funds and required disclosure. Part 2 Portfolio management and equity trading: portfolio management of stocks
- brokerage transaction for mutual funds. Part 3 Marketing and servicing of fund shareholders: mutual fund marketing
- retirement plans and the fund business
- servicing fund shareholders. Part 4 Advanced topics: financial dynamics of mutual funds
- mutual funds as institutional investors
- the role of technology in mutual fund complexes
- internationalization of mutual funds.
- 巻冊次
-
: pbk ISBN 9780262661416
内容説明
In the last decade, the number of mutual funds has tripled to more than 6,000 funds with more than $4 trillion in assets and more than 60 million individual shareholders. Yet there is no book on the mutual fund business designed for MBA and undergraduate business courses. "The Mutual Fund Business," assembled by a leading industry expert, fills this gap.The book is divided into four parts. Part I contains a general introduction to mutual funds, a short history of the industry, and an overview of mutual fund regulation. Part II covers portfolio management of stock funds and bond funds, as well as execution of fund trades. Part III discusses the marketing and servicing of mutual funds in the direct, intermediary, and retirement channels. Finally, Part IV delves into more specialized topics: the financial dynamics of mutual funds, mutual funds as institutional investors, the role of technology in mutual fund complexes, and the internationalization of mutual funds.Each chapter contains not only a lengthy introduction and selected articles, but also a detailed case study or class exercise. An extensive teacher's manual, with a complete set of lecture notes, slides (on diskette) to support the lectures, answers to the review questions for each chapter, and an analysis of each case study is available for instructors who adopt the book.
目次
- Part 1 Overview: indirect investing - mutual funds versus commercial banks
- evolution of funds and investors
- regulation of mutual funds and required disclosure. Part 2 Portfolio management and equity trading: portfolio management of stocks
- brokerage transaction for mutual funds. Part 3 Marketing and servicing of fund shareholders: mutual fund marketing
- retirement plans and the fund business
- servicing fund shareholders. Part 4 Advanced topics: financial dynamics of mutual funds
- mutual funds as institutional investors
- the role of technology in mutual fund complexes
- internationalization of mutual funds.
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