Foreign Investors In Us Mutual Funds

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Foreign Investors in U.S. Mutual Funds

Author : Jeffrey M. Colon
Publisher :
ISBN 13 :
Total Pages : 69 pages
Book Rating : 4.:/5 (13 download)

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Book Synopsis Foreign Investors in U.S. Mutual Funds by : Jeffrey M. Colon

Download or read book Foreign Investors in U.S. Mutual Funds written by Jeffrey M. Colon and published by . This book was released on 2016 with total page 69 pages. Available in PDF, EPUB and Kindle. Book excerpt: The United States is generally a tax haven for foreign portfolio investors: the United States exempts from tax most U.S. source interest and capital gains, but taxes dividends from U.S. companies; tax treaties generally eliminate U.S. tax on interest and reduce the 30% statutory rate on dividends.Foreign investors in U.S. mutual funds have not been treated as favorably. Fund distributions (other than of net capital gains) were originally treated as taxable dividends, regardless of the fund's underlying income. Interest or short-term capital gains earned by the mutual fund -- which would have been tax exempt if directly earned by a foreign investor -- were converted into taxable dividend income when distributed.To encourage foreign investment in U.S. mutual funds, Congress in 2004 modified the mutual fund distribution rules to exempt from tax fund dividends that are attributable to the fund's U.S. source interest income or short-term capital gains. The stated goal of the legislation was to tax foreign investors on the same basis as if they had directly earned their share of a fund's income.These provisions fail to fully achieve this goal by denying pass-through treatment for foreign source interest and dividends. This policy appears to be aimed at preventing foreign investors from using a U.S. mutual fund to obtain U.S. treaty benefits.Foreign source income should retain its source and character when distributed to foreign shareholders. This tax treatment is consistent with the tax results a foreign investor realizes when he or she invests directly or through a partnership and encourages foreign investment in mutual funds that invest globally. The treaty shopping concerns may be illusory. To address potential treaty abuse, Congress could consider limiting the pass- through of foreign source income to treaty residents.

Foreign Investment in U.S. Securities

Author : James K. Jackson
Publisher : DIANE Publishing
ISBN 13 : 1437927432
Total Pages : 27 pages
Book Rating : 4.4/5 (379 download)

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Book Synopsis Foreign Investment in U.S. Securities by : James K. Jackson

Download or read book Foreign Investment in U.S. Securities written by James K. Jackson and published by DIANE Publishing. This book was released on 2010-10 with total page 27 pages. Available in PDF, EPUB and Kindle. Book excerpt: Foreign capital inflows are playing an important role in the U.S. economy by bridging the gap between domestic supplies of and demand for capital. Foreign investors now hold more than 50% of the publicly held and traded U.S. Treasury securities. The large foreign accumulation of U.S. Securities (USS) increases the risk of a financial crisis, whether as a result of the uncoordinated actions of market participants or by a coordinated withdrawal from U.S. financial markets by foreign investors. Contents of this report: Capital Flows in the Economy, and the Dollar; Purchases and Sales of USS by Foreign Investors; Treasury Securities; Corp. Stocks and Bonds; Foreign Holdings of U.S. Long-Term Securities; Economic Implications. Charts and tables.

Portfolio Preferences of Foreign Institutional Investors

Author : Reena Aggarwal
Publisher : World Bank Publications
ISBN 13 :
Total Pages : 47 pages
Book Rating : 4./5 ( download)

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Book Synopsis Portfolio Preferences of Foreign Institutional Investors by : Reena Aggarwal

Download or read book Portfolio Preferences of Foreign Institutional Investors written by Reena Aggarwal and published by World Bank Publications. This book was released on 2003 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Committee on Foreign Investment in the United States Cfius

Author : Congressional Research Congressional Research Service
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781539454816
Total Pages : 38 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis The Committee on Foreign Investment in the United States Cfius by : Congressional Research Congressional Research Service

Download or read book The Committee on Foreign Investment in the United States Cfius written by Congressional Research Congressional Research Service and published by Createspace Independent Publishing Platform. This book was released on 2016-08-12 with total page 38 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Committee on Foreign Investment in the United States (CFIUS) is comprised of nine members, two ex officio members, and other members as appointed by the President representing major departments and agencies within the federal executive branch. While the group generally has operated in relative obscurity, the proposed acquisition of commercial operations at six U.S. ports by Dubai Ports World in 2006 placed the group's operations under intense scrutiny by Members of Congress and the public. Prompted by this case, some Members of the 109th and 110th Congresses questioned the ability of Congress to exercise its oversight responsibilities given the general view that CFIUS's operations lack transparency. Other Members revisited concerns about the linkage between national security and the role of foreign investment in the U.S. economy. Some Members of Congress and others argued that the nation's security and economic concerns have changed since the September 11, 2001, terrorist attacks and that these concerns were not being reflected sufficiently in the Committee's deliberations. In addition, anecdotal evidence seemed to indicate that the CFIUS process was not market neutral. Instead, a CFIUS investigation of an investment transaction may have been perceived by some firms and by some in the financial markets as a negative factor that added to uncertainty and may have spurred firms to engage in behavior that may not have been optimal for the economy as a whole. On July 12, 2016, Senator Charles Grassley introduced S. 3161 to include the Secretary of Agriculture as a permanent member of the CFIUS and to include the national security impact of foreign investments on agricultural assets as part of the criteria the Committee uses in deciding to recommend that the President block a foreign acquisition.

Report to the Congress on Foreign Portfolio Investment in the United States

Author : United States. Department of the Treasury
Publisher :
ISBN 13 :
Total Pages : 544 pages
Book Rating : 4.M/5 ( download)

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Book Synopsis Report to the Congress on Foreign Portfolio Investment in the United States by : United States. Department of the Treasury

Download or read book Report to the Congress on Foreign Portfolio Investment in the United States written by United States. Department of the Treasury and published by . This book was released on 1976 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt:

International Mutual Funds, Capital Flow Volatility, and Contagion – A Survey

Author : Mr.R. Gelos
Publisher : International Monetary Fund
ISBN 13 : 1455253316
Total Pages : 29 pages
Book Rating : 4.4/5 (552 download)

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Book Synopsis International Mutual Funds, Capital Flow Volatility, and Contagion – A Survey by : Mr.R. Gelos

Download or read book International Mutual Funds, Capital Flow Volatility, and Contagion – A Survey written by Mr.R. Gelos and published by International Monetary Fund. This book was released on 2011-04-01 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gaining a better understanding of the behavior of international investors is key for informing the debate about the optimal response to capital flows and about reforms to the international financial architecture. In this context, recent research on the behavior of international mutual funds at the micro level has expanded our knowledge about the drivers of portfolio flows and the mechanisms behind the transmission of financial shocks across countries. This paper provides a brief survey of this literature, with a focus on the empirical evidence for emerging markets. Overall, the behavior of international mutual funds is complex and overly simplistic characterizations are misleading. However, there is broad-based evidence for momentum trading among funds. Moreover, funds tend to avoid opaque markets and assets, and this behavior becomes more pronounced during volatile times. Portfolio rebalancing mechanisms are clearly important in explaining contagion patterns, even in the absence of common macroeconomic fundamentals. From a surveillance point of view, this implies that monitoring the exposures of large investors at a micro level is crucial to assess vulnerabilities.

International Investment Opportunities

Author : Adrian Day
Publisher :
ISBN 13 :
Total Pages : 396 pages
Book Rating : 4.3/5 (512 download)

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Book Synopsis International Investment Opportunities by : Adrian Day

Download or read book International Investment Opportunities written by Adrian Day and published by . This book was released on 1983 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Sovereign Wealth Funds

Author : United States Government Accountability Office
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781976195181
Total Pages : 68 pages
Book Rating : 4.1/5 (951 download)

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Book Synopsis Sovereign Wealth Funds by : United States Government Accountability Office

Download or read book Sovereign Wealth Funds written by United States Government Accountability Office and published by Createspace Independent Publishing Platform. This book was released on 2017-09-15 with total page 68 pages. Available in PDF, EPUB and Kindle. Book excerpt: Foreign investors in U.S.companies or assets includeindividuals, companies, andgovernment entities. One type offoreign investor that has beenincreasingly active in worldmarkets is sovereign wealth funds(SWF), government-controlledfunds that seek to invest in othercountries. As the activities of thesefunds have grown they have beenpraised as providing valuablecapital to world markets, butquestions have been raised abouttheir lack of transparency and thepotential impact of theirinvestments on recipient countries.GAO's second report on SWFsreviews (1) U.S. laws thatspecifically affect foreigninvestment, including that by SWFs,in the United States and (2)processes agencies use to enforcethem. GAO reviewed policystatements, treaties, and U.S. laws,and interviewed and obtainedinformation from agenciesresponsible for enforcing theselaws. GAO also interviewed legalexperts and organizations that trackstate foreign investment issues.To enhance oversight of foreigninvestments,

Program for Increasing Private Investment in Foreign Countries

Author : August Maffry
Publisher :
ISBN 13 :
Total Pages : 58 pages
Book Rating : 4.:/5 (31 download)

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Book Synopsis Program for Increasing Private Investment in Foreign Countries by : August Maffry

Download or read book Program for Increasing Private Investment in Foreign Countries written by August Maffry and published by . This book was released on 1952 with total page 58 pages. Available in PDF, EPUB and Kindle. Book excerpt:

International Investing

Author :
Publisher :
ISBN 13 :
Total Pages : 20 pages
Book Rating : 4.:/5 (31 download)

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Book Synopsis International Investing by :

Download or read book International Investing written by and published by . This book was released on 1999 with total page 20 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Guide to Foreign Investment Under United States Law

Author : American Bar Association. Committee to Study Foreign Investment in the United States
Publisher :
ISBN 13 :
Total Pages : 648 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis A Guide to Foreign Investment Under United States Law by : American Bar Association. Committee to Study Foreign Investment in the United States

Download or read book A Guide to Foreign Investment Under United States Law written by American Bar Association. Committee to Study Foreign Investment in the United States and published by . This book was released on 1979 with total page 648 pages. Available in PDF, EPUB and Kindle. Book excerpt:

High-Risk, High-Return Investing

Author : Lawrence W. Tuller
Publisher : John Wiley & Sons
ISBN 13 : 9780471580935
Total Pages : 280 pages
Book Rating : 4.5/5 (89 download)

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Book Synopsis High-Risk, High-Return Investing by : Lawrence W. Tuller

Download or read book High-Risk, High-Return Investing written by Lawrence W. Tuller and published by John Wiley & Sons. This book was released on 1994-01-26 with total page 280 pages. Available in PDF, EPUB and Kindle. Book excerpt: Shows how to make unconventional, offbeat but always calculated speculative investments. Contains sound financial planning and prudent investment management guidance. Explores emerging, undervalued, third-world stock markets, debt/equity swaps and reverse LBOs. Securitized assets, troubled and start-up companies, foreclosed properties and junk bonds are also included.

The Foreign Investors' Handbook

Author : Business International Corporation
Publisher :
ISBN 13 :
Total Pages : 272 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis The Foreign Investors' Handbook by : Business International Corporation

Download or read book The Foreign Investors' Handbook written by Business International Corporation and published by . This book was released on 1989 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt:

From Wall Street to the Great Wall

Author : Jonathan Worrall
Publisher : John Wiley & Sons
ISBN 13 : 0470114681
Total Pages : 225 pages
Book Rating : 4.4/5 (71 download)

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Book Synopsis From Wall Street to the Great Wall by : Jonathan Worrall

Download or read book From Wall Street to the Great Wall written by Jonathan Worrall and published by John Wiley & Sons. This book was released on 2006-12-13 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: From Wall Street to the Great Wall shows you how to safely invest in the expanding Chinese economy. Filled with in-depth insight and expert advice, this book provides you with a step-by-step template on how to cut across cultural, language, and geographical barriers and identify potential investment opportunities in one of the hottest markets in the world.

Mutual Fund Investment in Emerging Markets

Author : Graciela Laura Kaminsky
Publisher : World Bank Publications
ISBN 13 :
Total Pages : 44 pages
Book Rating : 4./5 ( download)

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Book Synopsis Mutual Fund Investment in Emerging Markets by : Graciela Laura Kaminsky

Download or read book Mutual Fund Investment in Emerging Markets written by Graciela Laura Kaminsky and published by World Bank Publications. This book was released on 1999 with total page 44 pages. Available in PDF, EPUB and Kindle. Book excerpt: January 2001 How do mutual funds behave when they invest in emerging economies? For one thing, mutual funds' flows are not stable. Withdrawals from emerging markets during recent crises were large, which squares with existing evidence of financial contagion. International mutual funds are one of the main channels for capital flows to emerging economies. Although mutual funds have become important contributors to financial market integration, little is known about their investment allocation and strategies. Kaminsky, Lyons, and Schmukler provide an overview of mutual fund activity in emerging markets. First, they describe international mutual funds' relative size, asset allocation, and country allocation. Second, they focus on fund behavior during crises, by analyzing data at the level of both investors and fund managers. Among their findings: Equity investment in emerging markets has grown rapidly in the 1990s, much of it flowing through mutual funds. Collectively, these funds hold a sizable share of market capitalization in emerging economies. Asian and Latin American funds achieved the fastest growth, but are smaller than domestic U.S. funds and world funds. When investing abroad, U.S. mutual funds invest more in equity than in bonds. World funds invest mainly in developed nations (Canada, Europe, Japan, and the United States). Ten percent of their investment is in Asia and Latin America. Mutual funds usually invest in a few countries within each region. Mutual fund investment was very responsive to the crises of the 1990s. Withdrawals from emerging markets during recent crises were large, which squares with existing evidence of financial contagion. Investments in Asian and Latin American mutual funds are volatile. Because redemptions and injections are large relative to total funds under management, funds' flows are not stable. The cash held by managers during injections and redemptions does not fluctuate significantly, so investors' actions are typically reflected in emerging market inflows and outflows. This paper--a product of Macroeconomics and Growth, Development Research Group--is part of a larger effort in the group to understand the operation of financial markets and the effects of financial globalization. The study was funded by the Bank's Research Support Budget under the research project "Mutual Funds in Emerging Markets." The authors may be contacted at [email protected], lyons@haas. berkeley.edu, or [email protected].

Taxation of Foreign Investment in U.S. Real Estate

Author : United States. Department of the Treasury
Publisher :
ISBN 13 :
Total Pages : 84 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Taxation of Foreign Investment in U.S. Real Estate by : United States. Department of the Treasury

Download or read book Taxation of Foreign Investment in U.S. Real Estate written by United States. Department of the Treasury and published by . This book was released on 1979 with total page 84 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Wall Street Journal Book of International Investing

Author : John A. Prestbo
Publisher : Hyperion
ISBN 13 : 9780786883103
Total Pages : 350 pages
Book Rating : 4.8/5 (831 download)

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Book Synopsis The Wall Street Journal Book of International Investing by : John A. Prestbo

Download or read book The Wall Street Journal Book of International Investing written by John A. Prestbo and published by Hyperion. This book was released on 1998-04-15 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive investment handbook divided into four sections details why readers should invest 10% of their long-term portfolio into overseas markets, what markets to invest in, and what are the best strategies for overseas investing.