ICI Trends in Mutual Fund Activity

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Publisher :
ISBN 13 :
Total Pages : 550 pages
Book Rating : 4.E/5 ( download)

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Book Synopsis ICI Trends in Mutual Fund Activity by : Investment Company Institute (U.S.). Research Department

Download or read book ICI Trends in Mutual Fund Activity written by Investment Company Institute (U.S.). Research Department and published by . This book was released on 2009 with total page 550 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Hedge Fund Activism

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Publisher : Now Publishers Inc
ISBN 13 : 1601983387
Total Pages : 76 pages
Book Rating : 4.6/5 (19 download)

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Book Synopsis Hedge Fund Activism by : Alon Brav

Download or read book Hedge Fund Activism written by Alon Brav and published by Now Publishers Inc. This book was released on 2010 with total page 76 pages. Available in PDF, EPUB and Kindle. Book excerpt: Hedge Fund Activism begins with a brief outline of the research literature and describes datasets on hedge fund activism.

ESG and Responsible Institutional Investing Around the World: A Critical Review

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Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960988
Total Pages : 80 pages
Book Rating : 4.9/5 (449 download)

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Book Synopsis ESG and Responsible Institutional Investing Around the World: A Critical Review by : Pedro Matos

Download or read book ESG and Responsible Institutional Investing Around the World: A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

ETFs and Systemic Risks

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Publisher : CFA Institute Research Foundation
ISBN 13 : 1944960929
Total Pages : 38 pages
Book Rating : 4.9/5 (449 download)

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Book Synopsis ETFs and Systemic Risks by : Ayan Bhattacharya

Download or read book ETFs and Systemic Risks written by Ayan Bhattacharya and published by CFA Institute Research Foundation. This book was released on 2020-01-22 with total page 38 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exchange-traded funds (ETFs) revolutionized asset markets by using an innovative structure to make investing in a wide variety of asset classes simpler and cheaper. With their growing importance has come increasing concern that these products pose new risks to market stability and performance. This paper examines whether ETFs affect systemic risks in financial markets and, if they do, what the mechanism is by which this impact occurs and what can be done to keep the risks under control. We review current research and empirical evidence on these issues and discuss some emerging risks in ETFs. We ask whether we have the right “rules of the road” to deal with the new drivers of market behavior.

Audit and Accounting Guide: Investment Companies, 2017

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Publisher : John Wiley & Sons
ISBN 13 : 1945498498
Total Pages : 625 pages
Book Rating : 4.9/5 (454 download)

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Book Synopsis Audit and Accounting Guide: Investment Companies, 2017 by : AICPA

Download or read book Audit and Accounting Guide: Investment Companies, 2017 written by AICPA and published by John Wiley & Sons. This book was released on 2017-10-09 with total page 625 pages. Available in PDF, EPUB and Kindle. Book excerpt: Whether a financial statement preparer or auditor, it is critical to understand the complexities of the specialized accounting and regulatory requirements for investment companies. This guide supports practitioners in a constantly changing industry landscape. It provides authoritative how-to accounting and auditing advice, including implementation guidance and illustrative financial statements and disclosures. Packed with continuous regulatory developments, this guide has been updated to reflect certain changes necessary due to the issuance of authoritative guidance since the guide was originally issued, and other revisions as deemed appropriate. The updates for this 2017 edition include extensive changes to the illustrated financial statements for registered investment companies that result from SEC's issuance of the release Investment Company Reporting Modernization and related amendments to Regulation S-X. Other updates to the 2017 edition include changes to illustrated attestation reports that result from AICPA's issuance of Statement on Standards for Attestation Engagements (SSAE) No. 18, Attestation Standards: Clarification and Recodification. Further updates include: References to appropriate AICPA Technical Questions and Answers that address when to apply the liquidation basis of accounting Appendixes discussing the new standards for financial instruments, leases, and revenue recognition Appendixes discussing common or collective trusts and business development companies

Green Technology for Smart City and Society

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Publisher : Springer Nature
ISBN 13 : 9811582181
Total Pages : 604 pages
Book Rating : 4.8/5 (115 download)

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Book Synopsis Green Technology for Smart City and Society by : Renu Sharma

Download or read book Green Technology for Smart City and Society written by Renu Sharma and published by Springer Nature. This book was released on 2020-11-30 with total page 604 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book includes selected papers from the International Conference on Green Technology for Smart City and Society (GTSCS 2020), organized by the Institute of Technical Education and Research, Siksha ‘O’ Anusandhan University, Bhubaneswar, India, during 13–14 August 2020. The book covers topics such as machine learning, artificial intelligence, deep learning, optimization algorithm, IoT, signal processing, etc. The book is helpful for researchers working in the discipline of Electrical, Electronics and Computer Science. The researchers working in the allied domain of communication and control will also find the book useful as it deals with the latest methodologies and applications.

Investment Company Act Release

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Publisher :
ISBN 13 :
Total Pages : 974 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Investment Company Act Release by : United States. Securities and Exchange Commission

Download or read book Investment Company Act Release written by United States. Securities and Exchange Commission and published by . This book was released on 1967 with total page 974 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Global Trends 2040

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Publisher : Cosimo Reports
ISBN 13 : 9781646794973
Total Pages : 158 pages
Book Rating : 4.7/5 (949 download)

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Book Synopsis Global Trends 2040 by : National Intelligence Council

Download or read book Global Trends 2040 written by National Intelligence Council and published by Cosimo Reports. This book was released on 2021-03 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The ongoing COVID-19 pandemic marks the most significant, singular global disruption since World War II, with health, economic, political, and security implications that will ripple for years to come." -Global Trends 2040 (2021) Global Trends 2040-A More Contested World (2021), released by the US National Intelligence Council, is the latest report in its series of reports starting in 1997 about megatrends and the world's future. This report, strongly influenced by the COVID-19 pandemic, paints a bleak picture of the future and describes a contested, fragmented and turbulent world. It specifically discusses the four main trends that will shape tomorrow's world: - Demographics-by 2040, 1.4 billion people will be added mostly in Africa and South Asia. - Economics-increased government debt and concentrated economic power will escalate problems for the poor and middleclass. - Climate-a hotter world will increase water, food, and health insecurity. - Technology-the emergence of new technologies could both solve and cause problems for human life. Students of trends, policymakers, entrepreneurs, academics, journalists and anyone eager for a glimpse into the next decades, will find this report, with colored graphs, essential reading.

Investing From the Top Down: A Macro Approach to Capital Markets

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Publisher : McGraw Hill Professional
ISBN 13 : 0071641564
Total Pages : 302 pages
Book Rating : 4.0/5 (716 download)

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Book Synopsis Investing From the Top Down: A Macro Approach to Capital Markets by : Anthony Crescenzi

Download or read book Investing From the Top Down: A Macro Approach to Capital Markets written by Anthony Crescenzi and published by McGraw Hill Professional. This book was released on 2008-09-14 with total page 302 pages. Available in PDF, EPUB and Kindle. Book excerpt: Crescenzi makes frequent appearances on CNBC, Bloomberg, and NBC's “Wall Street Journal Report with Maria Bartiromo” and he has acted as advisor to members of the White House The author is a featured columnist for thestreet.com's” Real Money” and has a strong professional following The book covers all major instruments and investment choices

Management Investment Companies

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Publisher :
ISBN 13 :
Total Pages : 168 pages
Book Rating : 4.3/5 (512 download)

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Book Synopsis Management Investment Companies by : Investment Company Institute (U.S.)

Download or read book Management Investment Companies written by Investment Company Institute (U.S.) and published by . This book was released on 1962 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Manager Selection

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Publisher :
ISBN 13 :
Total Pages : 148 pages
Book Rating : 4.:/5 (13 download)

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Book Synopsis Manager Selection by : Scott Stewart

Download or read book Manager Selection written by Scott Stewart and published by . This book was released on 2015 with total page 148 pages. Available in PDF, EPUB and Kindle. Book excerpt: Manager selection is a critical step in implementing any investment program. Investors hire portfolio managers to act as their agents, and portfolio managers are then expected to perform to the best of their abilities and in the investors' best interests. Investors must practice due diligence when selecting portfolio managers. They need to not only identify skillful managers, but also determine the appropriate weights to assign to those managers. This book is designed to help investors improve their ability to select managers. Achieving this goal includes reviewing techniques for hiring active, indexed, and alternative managers; highlighting strategies for setting portfolio manager weights and monitoring current managers; and considering the value of quantitative and qualitative methods for successful manager selection.

The Mutual Fund Industry

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Publisher : Columbia University Press
ISBN 13 : 0231151829
Total Pages : 254 pages
Book Rating : 4.2/5 (311 download)

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Book Synopsis The Mutual Fund Industry by : R. Glenn Hubbard

Download or read book The Mutual Fund Industry written by R. Glenn Hubbard and published by Columbia University Press. This book was released on 2010 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Mutual funds form the bedrock of retirement savings in the United States, and, considering their rapid growth over recent decades, are sure to become even more financially critical in the coming decades. Because the size of fees paid by investors to mutual fund advisers can strongly affect the return on investment, these fees have become contentious in Congress and the courts, with many arguing that investment advisers grow rich at the expense of investors. This groundbreaking book not only conceptualizes a new economic model for the industry but uses this model to test price competition between investment advisers. Its highly experienced authors track the growth of the industry over the past twenty-five years and present the arguments and evidence both for and against theories of adviser malfeasance, as well as the assertion that market forces fail to protect investors' returns from excessive fees. The volume briefly reviews the regulatory history of mutual fund fees and leading case decisions addressing excessive fees. It also reveals the extent to which the governance structure of mutual funds impacts fund performance. There is no greater text for those who seek to understand today's mutual fund industry, including investors, money managers, fund directors, securities lawyers, economists, and those concerned with regulatory policy toward mutual funds

Understanding Investments

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Publisher : Routledge
ISBN 13 : 9781003027478
Total Pages : 636 pages
Book Rating : 4.0/5 (274 download)

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Book Synopsis Understanding Investments by : NIkiforos T. Laopodis

Download or read book Understanding Investments written by NIkiforos T. Laopodis and published by Routledge. This book was released on 2020 with total page 636 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This revised and fully expanded edition of Understanding Investments continues to incorporate the elements of traditional investments textbooks but goes further in that the material is presented from an intuitive, practical point of view, and the supplementary material included in each chapter lends itself to both class discussion and further reading by students. It provides the essential tools to navigate the complex, global financial markets and instruments including relevant (and classic) academic research and market perspectives. The author has developed a number of the key innovative features of the book. One of the unique features is the inclusion of the economic angle, whereby each chapter includes a section dedicated to the economic analysis of that chapter's material. Additionally, all chapters contain sections on strategies that investors can apply in specific situations and the pros and cons of each are also discussed. The book provides further clarification of some of the concepts discussed in the previous edition, thereby offering a more detailed analysis and discussion, with more real-world examples. The author has added new, shorter text boxes, which he has labelled 'Market Flash' to highlight the use of, or changes in: current practices in the field; updates on strategies as applied by professionals; provision of useful information for an investor; updates on regulations; and anything else that might be relevant in discussing and applying a concept. This second edition also includes new sections on core issues in the investment space, such as alternative investments, disruptive technologies and future trends in investment management. This textbook is intended for undergraduate students majoring or minoring in finance and additionally for students in economics and related disciplines who wish to take an elective course in finance or investments"--

The Great Mutual Fund Trap

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Publisher : Broadway
ISBN 13 : 9780767910712
Total Pages : 335 pages
Book Rating : 4.9/5 (17 download)

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Book Synopsis The Great Mutual Fund Trap by : Gregory Arthur Baer

Download or read book The Great Mutual Fund Trap written by Gregory Arthur Baer and published by Broadway. This book was released on 2002 with total page 335 pages. Available in PDF, EPUB and Kindle. Book excerpt: Drawing on years of experience, two financial experts warn investors of the potential financial hazards of mutual funds, discussing the hidden costs of such funds, providing realistic insights into how such funds operate, and offering helpful advice on how to protect one's investments.

Securities Market Issues for the 21st Century

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Publisher :
ISBN 13 : 9781982966850
Total Pages : 476 pages
Book Rating : 4.9/5 (668 download)

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Book Synopsis Securities Market Issues for the 21st Century by : Merritt B. Fox

Download or read book Securities Market Issues for the 21st Century written by Merritt B. Fox and published by . This book was released on 2018 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt:

ICI Research Perspective

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Publisher :
ISBN 13 :
Total Pages : 24 pages
Book Rating : 4.:/5 (13 download)

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Book Synopsis ICI Research Perspective by : Emily Gallagher

Download or read book ICI Research Perspective written by Emily Gallagher and published by . This book was released on 2015 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt: This study examines recent trends in the expenses and fees of mutual funds. Expense ratios of equity, bond, and hybrid funds declined in 2012 owing to reductions in the expense ratios of individual funds, an increase in the demand for index funds, and a continuing shift by investors in both actively managed and index funds toward lower-cost funds. Expense ratios of money market funds declined sharply as assets migrated toward lower-cost funds and funds continued to waive large portions of expenses. Waiving expenses helps offset the effects of the current low interest rate environment on a fund's net yield. Expense ratios of target date mutual funds were 58 basis points in 2012, down from 67 basis points in 2008. Two factors likely played a role. First, assets in target date mutual funds have tripled since 2008, lowering fund expense ratios through economies of scale. Second, a greater concentration of assets in lower-cost target date mutual funds pushed down the average expenses of these funds.

ICI Mutual Fund Connection

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Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (396 download)

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Book Synopsis ICI Mutual Fund Connection by :

Download or read book ICI Mutual Fund Connection written by and published by . This book was released on 1998 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Searchable links and information on mutual funds industry; contains audio clips, the Institute's latest annual reports, Mutual fund fact books, Directory of mutual funds, and many other online publications.