Workbook to Accompany The Mutual Fund Business Video Series
Title | Workbook to Accompany The Mutual Fund Business Video Series PDF eBook |
Author | Robert C. Pozen |
Publisher | |
Pages | |
Release | 1999 |
Genre | Mutual funds |
ISBN |
The Mutual Fund Business Video Series
Title | The Mutual Fund Business Video Series PDF eBook |
Author | Robert C. Pozen |
Publisher | MIT Press (MA) |
Pages | 50 |
Release | 1999-06-11 |
Genre | Business & Economics |
ISBN | 9780262661638 |
This video series follows the organization of the first nine chapters of Robert Pozen's The Mutual Fund Business. Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary. The series is divided into three sets: Introduction to Mutual Funds 1. Investing through Mutual Funds 2. Background on the Mutual Fund Industry 3. Regulations Affecting the Mutual Fund Industry Portfolio Management of Mutual Funds 4. Portfolio Management of Bond Mutual Funds 5. Portfolio Management of Stock Mutual Funds 6. Stock Trading for Mutual Funds Mutual Fund Marketing and Shareholder Servicing 7. Retail Marketing of Mutual Funds 8. Retirement Plans and the Mutual Fund Business 9. The Transfer Agent and the Servicing of Shareholders
The Mutual Fund Business Video Series
Title | The Mutual Fund Business Video Series PDF eBook |
Author | Robert C. Pozen |
Publisher | |
Pages | |
Release | 1999-07-01 |
Genre | Business & Economics |
ISBN | 9780262661607 |
This video series follows the organization of the first nine chapters of Robert Pozen's The Mutual Fund Business. Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary. The series is divided into three sets: Introduction to Mutual Funds 1. Investing through Mutual Funds 2. Background on the Mutual Fund Industry 3. Regulations Affecting the Mutual Fund Industry Portfolio Management of Mutual Funds 4. Portfolio Management of Bond Mutual Funds 5. Portfolio Management of Stock Mutual Funds 6. Stock Trading for Mutual Funds Mutual Fund Marketing and Shareholder Servicing 7. Retail Marketing of Mutual Funds 8. Retirement Plans and the Mutual Fund Business 9. The Transfer Agent and the Servicing of Shareholders
Introduction to mutual funds (modules 1-3)
Title | Introduction to mutual funds (modules 1-3) PDF eBook |
Author | Robert C. Pozen |
Publisher | |
Pages | |
Release | 1999 |
Genre | Mutual funds |
ISBN |
Portfolio management of mutual funds (modules 4-6)
Title | Portfolio management of mutual funds (modules 4-6) PDF eBook |
Author | Robert C. Pozen |
Publisher | |
Pages | |
Release | 1999 |
Genre | Mutual funds |
ISBN |
Mutual fund marketing and shareholder servicing (modules 7-9)
Title | Mutual fund marketing and shareholder servicing (modules 7-9) PDF eBook |
Author | Robert C. Pozen |
Publisher | |
Pages | |
Release | 1999 |
Genre | Mutual funds |
ISBN |
In Pursuit of the Perfect Portfolio
Title | In Pursuit of the Perfect Portfolio PDF eBook |
Author | Andrew W. Lo |
Publisher | Princeton University Press |
Pages | 414 |
Release | 2021-08-17 |
Genre | Business & Economics |
ISBN | 0691215200 |
Is there an ideal portfolio of investment assets, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing ten of the most prominent figures in the finance world,Jack Bogle, Charley Ellis, Gene Fama, Marty Liebowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries, which include six Nobel Laureates and a trailblazer in mutual funds, and their most innovative contributions. In the process, we come to understand how the science of modern investing came to be. Each of these finance greats discusses their idea of a perfect portfolio, offering invaluable insights to today's investor