Managed Investment Schemes

Download Managed Investment Schemes full books in PDF, epub, and Kindle. Read online Managed Investment Schemes ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!

Managed Investment Schemes

Author : Alan Jessup
Publisher :
ISBN 13 : 9781862878488
Total Pages : 466 pages
Book Rating : 4.8/5 (784 download)

DOWNLOAD NOW!

Book Synopsis Managed Investment Schemes by : Alan Jessup

Download or read book Managed Investment Schemes written by Alan Jessup and published by . This book was released on 2012 with total page 466 pages. Available in PDF, EPUB and Kindle. Book excerpt: According to the Australian Bureau of Statistics, as at 30 June 2011 the managed funds industry had approximately $1,824 billion of funds under management. Therefore the managed investment scheme is very important to the Australian economy.Despite this importance, the law concerning the managed investment schemes has historically formed only a small part of the Corporations legislation although the case law interpretation and regulatory involvement has increased exponentially since 2009 following the global financial crisis.Managed Investment Schemes examines the current status of the managed investment scheme taking into account the history and evolution of the scheme and the current law and regulation as well as examining possible future reforms. However this is done not only from a jurisprudential but also from a practical point of view and will therefore be helpful not only to the legal profession and law students but also to industry participants. The author brings together in the book his many years of experience in the industry and provides a handy guide to all participants in the industry.Importantly, because tax is the primary driver of the managed investment scheme, the book also contains a detailed examination of the tax issues involved with the different types of schemes. Following the global financial crisis, there has been increased rationalisation of the industry involving merger and acquisition activity. The book therefore also considers the legal and regulatory issues involved in trust acquisitions as well as the tax and stamp duty consequences of the same.Anyone who is involved in the managed funds industry will find this book an important addition to their library including advisers and participants.

Managed Investment Schemes

Author :
Publisher :
ISBN 13 : 9780980674774
Total Pages : 121 pages
Book Rating : 4.6/5 (747 download)

DOWNLOAD NOW!

Book Synopsis Managed Investment Schemes by :

Download or read book Managed Investment Schemes written by and published by . This book was released on 2011 with total page 121 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Practical Guide to Managed Investments

Author : Paul Von Nessen
Publisher :
ISBN 13 : 9780455224435
Total Pages : 255 pages
Book Rating : 4.2/5 (244 download)

DOWNLOAD NOW!

Book Synopsis A Practical Guide to Managed Investments by : Paul Von Nessen

Download or read book A Practical Guide to Managed Investments written by Paul Von Nessen and published by . This book was released on 2008 with total page 255 pages. Available in PDF, EPUB and Kindle. Book excerpt: Provides timely and valuable advice as to how managed investments will need to adapt to comply with the recent legislative changes. The author places the development of the new scheme and compliance requirements in context and explores in detail the essential features of the Act.

Managed Investment Schemes

Author : Grant Moodie
Publisher :
ISBN 13 : 9780734029812
Total Pages : 202 pages
Book Rating : 4.0/5 (298 download)

DOWNLOAD NOW!

Book Synopsis Managed Investment Schemes by : Grant Moodie

Download or read book Managed Investment Schemes written by Grant Moodie and published by . This book was released on 2003 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Managed Funds

Author :
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (225 download)

DOWNLOAD NOW!

Book Synopsis Managed Funds by :

Download or read book Managed Funds written by and published by . This book was released on 2004 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Managed Investment Schemes

Author : Corporations & Markets Advisory Committee
Publisher :
ISBN 13 : 9780987153913
Total Pages : 205 pages
Book Rating : 4.1/5 (539 download)

DOWNLOAD NOW!

Book Synopsis Managed Investment Schemes by : Corporations & Markets Advisory Committee

Download or read book Managed Investment Schemes written by Corporations & Markets Advisory Committee and published by . This book was released on 2012 with total page 205 pages. Available in PDF, EPUB and Kindle. Book excerpt: This report is in response to a request from the Government for advice on various matters concerning the regulation of managed investment schemes under Chapter 5C of the Corporations Act, following the failure in recent years of a number of high profile schemes, particularly in the agribusiness sector.

A Practical Guide to Managed Investments

Author : Paul Von Nessen
Publisher :
ISBN 13 : 9780455218502
Total Pages : 408 pages
Book Rating : 4.2/5 (185 download)

DOWNLOAD NOW!

Book Synopsis A Practical Guide to Managed Investments by : Paul Von Nessen

Download or read book A Practical Guide to Managed Investments written by Paul Von Nessen and published by . This book was released on 2002 with total page 408 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition attempts to assist managed investment schemes, investors in such schemes and their advisers, to understand how managed investment schemes are formed, raise capital and operate.

A Practical Guide to Managed Investments: to 25; Pages:26 to 50; Pages:51 to 75; Pages:76 to 100; Pages:101 to 125; Pages:126 to 150; Pages:151 to 175; Pages:176 to 200; Pages:201 to 225; Pages:226 to 250; Pages:251 to 275; Pages:276 to 280

Download A Practical Guide to Managed Investments: to 25; Pages:26 to 50; Pages:51 to 75; Pages:76 to 100; Pages:101 to 125; Pages:126 to 150; Pages:151 to 175; Pages:176 to 200; Pages:201 to 225; Pages:226 to 250; Pages:251 to 275; Pages:276 to 280 PDF Online Free

Author : Sean Robertson
Publisher :
ISBN 13 : 9780455224435
Total Pages : 0 pages
Book Rating : 4.2/5 (244 download)

DOWNLOAD NOW!

Book Synopsis A Practical Guide to Managed Investments: to 25; Pages:26 to 50; Pages:51 to 75; Pages:76 to 100; Pages:101 to 125; Pages:126 to 150; Pages:151 to 175; Pages:176 to 200; Pages:201 to 225; Pages:226 to 250; Pages:251 to 275; Pages:276 to 280 by : Sean Robertson

Download or read book A Practical Guide to Managed Investments: to 25; Pages:26 to 50; Pages:51 to 75; Pages:76 to 100; Pages:101 to 125; Pages:126 to 150; Pages:151 to 175; Pages:176 to 200; Pages:201 to 225; Pages:226 to 250; Pages:251 to 275; Pages:276 to 280 written by Sean Robertson and published by . This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Practical Guide to Managed Investments is an essential reference for those acting as existing responsible entities of managed investments, their advisers and their investors or those considering embarking on a career in funds management. Those involved in such schemes will find this third edition vital to their understanding of how managed investment schemes are formed and how those schemes raise capital, operate, interact with members and ASIC and ultimately wind up.

Trading and Money Management in a Student-Managed Portfolio

Author :
Publisher : Academic Press
ISBN 13 : 0080911935
Total Pages : 492 pages
Book Rating : 4.0/5 (89 download)

DOWNLOAD NOW!

Book Synopsis Trading and Money Management in a Student-Managed Portfolio by :

Download or read book Trading and Money Management in a Student-Managed Portfolio written by and published by Academic Press. This book was released on 2013-11-01 with total page 492 pages. Available in PDF, EPUB and Kindle. Book excerpt: Trading and Money Management in a Student-Managed Portfolio is a hands-on textbook for student-managed investment funds (SMIFs). The book presents the applied material that textbooks on portfolios and investments always overlook. Its focus on "how-to" questions summarizes the disciplines and skills necessary for trading. Covering equities, hedge funds and derivatives, and fixed income, it captures the breadth and detail necessary for developing and executing trading strategies. Developed specifically for SMIF courses, the book features calculations, examples, and software that help you move from talking about markets to taking positions in them. Methodically summarizes the disciplines and skills necessary for trading Teaches you to build a ranking model for securities and write a research report for a sell-side firm Covers equities, fixed income, derivatives, and hedge funds

Adaptive Asset Allocation

Author : Adam Butler
Publisher : John Wiley & Sons
ISBN 13 : 1119220378
Total Pages : 209 pages
Book Rating : 4.1/5 (192 download)

DOWNLOAD NOW!

Book Synopsis Adaptive Asset Allocation by : Adam Butler

Download or read book Adaptive Asset Allocation written by Adam Butler and published by John Wiley & Sons. This book was released on 2016-02-02 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build an agile, responsive portfolio with a new approach to global asset allocation Adaptive Asset Allocation is a no-nonsense how-to guide for dynamic portfolio management. Written by the team behind Gestaltu.com, this book walks you through a uniquely objective and unbiased investment philosophy and provides clear guidelines for execution. From foundational concepts and timing to forecasting and portfolio optimization, this book shares insightful perspective on portfolio adaptation that can improve any investment strategy. Accessible explanations of both classical and contemporary research support the methodologies presented, bolstered by the authors' own capstone case study showing the direct impact of this approach on the individual investor. Financial advisors are competing in an increasingly commoditized environment, with the added burden of two substantial bear markets in the last 15 years. This book presents a framework that addresses the major challenges both advisors and investors face, emphasizing the importance of an agile, globally-diversified portfolio. Drill down to the most important concepts in wealth management Optimize portfolio performance with careful timing of savings and withdrawals Forecast returns 80% more accurately than assuming long-term averages Adopt an investment framework for stability, growth, and maximum income An optimized portfolio must be structured in a way that allows quick response to changes in asset class risks and relationships, and the flexibility to continually adapt to market changes. To execute such an ambitious strategy, it is essential to have a strong grasp of foundational wealth management concepts, a reliable system of forecasting, and a clear understanding of the merits of individual investment methods. Adaptive Asset Allocation provides critical background information alongside a streamlined framework for improving portfolio performance.

The Alternative Investment Fund Managers Directive

Author : Dirk Zetzsche
Publisher : Kluwer Law International B.V.
ISBN 13 : 9403509155
Total Pages : 1042 pages
Book Rating : 4.4/5 (35 download)

DOWNLOAD NOW!

Book Synopsis The Alternative Investment Fund Managers Directive by : Dirk Zetzsche

Download or read book The Alternative Investment Fund Managers Directive written by Dirk Zetzsche and published by Kluwer Law International B.V.. This book was released on 2020-09-17 with total page 1042 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the ten years since its coming into force, the Alternative Investment Fund Managers Directive (AIFMD), with almost EUR 7 trillion assets under management in its remit, has become an important piece of European regulation complementing the Undertakings for Collective Investment in Transferable Securities (UCITS) and the Markets in Financial Instruments (MiFI) frameworks. This third edition of the most comprehensive and in-depth analysis of the AIFMD and its related European investment fund legislation (including the European Venture Capital Fund Regulation, the European Social Entrepreneurship Fund Regulation, the European Long-Term Investment Fund Regulation and the European Money Market Fund Regulation among others) brings together fund industry experts, fund supervisors, consultants, lawyers and academics to discuss the content and system of the directive from every angle, including its relation not only to the UCITS and MiFI frameworks but also to pension funds, the Sustainable Finance Disclosure Regulation, the Securitization Regulation and the Cross Border Funds Distribution Directive and Regulation, as well as related pieces of tax regulation at the European level. Further, the third edition emphasizes the function of such factors in the financial services value chain as the following: the AIFMD’s approach to robo-advisors; digital asset funds; infrastructure investments in the context of real estate and sustainable investments; risk management; transparency; and impact on alternative investment strategies. Five country reports, focusing on the European Union’s five most important financial centres for alternative investment funds, deal with the potential interactions among the AIFMD and the relevant laws and regulations of France, Germany, Luxembourg, Ireland and The Netherlands. This thoroughly updated edition elaborates on potential difficulties encountered when applying the directive and provides potential solutions to the problems it raises. The book is sure to be warmly welcomed by fund lawyers and consultants, investors and their counsels, fund managers, depositaries, asset managers and administrators, as well as regulators and academics in the field.

The Fund Industry

Author : Robert Pozen
Publisher : John Wiley & Sons
ISBN 13 : 1118929969
Total Pages : 546 pages
Book Rating : 4.1/5 (189 download)

DOWNLOAD NOW!

Book Synopsis The Fund Industry by : Robert Pozen

Download or read book The Fund Industry written by Robert Pozen and published by John Wiley & Sons. This book was released on 2015-01-05 with total page 546 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry.

Investment Management Law and Regulation

Author : Harvey E. Bines
Publisher : Wolters Kluwer
ISBN 13 : 0735530483
Total Pages : 968 pages
Book Rating : 4.7/5 (355 download)

DOWNLOAD NOW!

Book Synopsis Investment Management Law and Regulation by : Harvey E. Bines

Download or read book Investment Management Law and Regulation written by Harvey E. Bines and published by Wolters Kluwer. This book was released on 2004-01-01 with total page 968 pages. Available in PDF, EPUB and Kindle. Book excerpt: In its First Edition, this classic treatise called attention to the duty of reasonable care, the duty of loyalty and the public duty of fiduciaries to the marketplace. Grounded in the idea that prudent investing is to be defined by professional practices accepted as appropriate at the time of investment by the management, thereby permitting such practices to adapt to changing conditions and insights, the field of investment management law and regulation has at its center the goal of a common standard of care for investment.Now in its Second Edition, this definitive guide to investment management law and regulation helps you to profitably adapt to today's new and changing conditions and anticipate tomorrow's regulatory response.Here are just a few of the reasons why Investment Management Law and Regulation will be so valuable to you:Explains and analyzes all the ins and outs of the law, clarifies the complexities, answers your questions, points out pitfalls and helps you avoid themCovers the entire field in one volume, saves you valuable time and effort in finding information and searching through stacks of referencesEnsures compliance with all relevant regulations, makes sure nothing is overlooked, protects you against costly mistakesUpdates you on the latest important changes, tells you what is happening now and what is likely to happen in the future Investment Management Law and Regulation is the only up-to-date volume to offer a comprehensive examination of the field of investment management law, covering everything from financial theory and legal theory to the various aspects of hands-on fund management. It's the only resource of its kind that:Identifies and explains the financial theories that control the development of investment management law across management activitiesGives critical judicial, legislative, and regulatory history that makes recent law and regulation more comprehensibleCovers all areas of regulation governing the activities of investment managers, including marketing, suitability, advisory contacts, fees, exculpation and indemnification, performance, fiduciary obligations, conflicts of interest, best executionProvides the practical tools that help predict more effectively how regulators will respond to new marketplace developments and productsIntegrates investment management law and regulation for all institutional investment managersAnd more Whether you are a manager, broker, banker, or legal counsel, a seasoned professional or just starting out, this treatise will quickly become your most trusted guide through the intricacies of this complex, critical, and closely scrutinized area

Non-forestry Managed Investment Schemes

Author : Gunns Plantations Ltd
Publisher :
ISBN 13 :
Total Pages : 48 pages
Book Rating : 4.:/5 (688 download)

DOWNLOAD NOW!

Book Synopsis Non-forestry Managed Investment Schemes by : Gunns Plantations Ltd

Download or read book Non-forestry Managed Investment Schemes written by Gunns Plantations Ltd and published by . This book was released on 2008 with total page 48 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Managed Investment Schemes

Author : Rosemary Teele Langford
Publisher :
ISBN 13 :
Total Pages : 26 pages
Book Rating : 4.:/5 (13 download)

DOWNLOAD NOW!

Book Synopsis Managed Investment Schemes by : Rosemary Teele Langford

Download or read book Managed Investment Schemes written by Rosemary Teele Langford and published by . This book was released on 2017 with total page 26 pages. Available in PDF, EPUB and Kindle. Book excerpt: Effective protection for investors in managed investment schemes appears to be difficult and, at times, lacking. As part of this search for protection an issue arises as to the responsibility and liability of directors and officers of the responsible entity where the responsible entity breaches the law or some other duty. This issue is the focus of this article, which also examines the broader duties of such directors and officers as a necessary precursor to this analysis. Particular attention is paid to the stepping stones mode of liability which was recently considered by Edelman J in Australian Securities and Investments Commission v Cassimatis (No 8) [2016] FCA 1023 in the context of the collapse of Storm Financial.

How to Invest in Managed Funds

Author : Margaret Lomas
Publisher : John Wiley & Sons
ISBN 13 : 1118303822
Total Pages : 122 pages
Book Rating : 4.1/5 (183 download)

DOWNLOAD NOW!

Book Synopsis How to Invest in Managed Funds by : Margaret Lomas

Download or read book How to Invest in Managed Funds written by Margaret Lomas and published by John Wiley & Sons. This book was released on 2011-12-30 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: Managed funds offer investors with relatively small sums of money the opportunity to access a range of investments across a spectrum of asset classes. For savers they can offer a greater return than funds held at call with a bank; for busy or inexperienced investors they can be a safer alternative to direct investing; for retirees with superannuation rollovers or other lump sums they can offer capital growth or an income stream, or both! Margaret Lomas explains the ins and outs of investing in managed funds in her trademark easy-to-understand style. She discusses all aspects of investing in managed funds, including: Types of funds, how they are structured and regulated How returns are made and measuring fund performance When to use financial planners Matching a managed fund to your investor profile Maintaining a balanced portfolio using managed funds.

Hedge Funds

Author : Theodor Baums
Publisher : Walter de Gruyter GmbH & Co KG
ISBN 13 : 3110907348
Total Pages : 172 pages
Book Rating : 4.1/5 (19 download)

DOWNLOAD NOW!

Book Synopsis Hedge Funds by : Theodor Baums

Download or read book Hedge Funds written by Theodor Baums and published by Walter de Gruyter GmbH & Co KG. This book was released on 2015-02-06 with total page 172 pages. Available in PDF, EPUB and Kindle. Book excerpt: The number of hedge funds and the assets they have under management has increased in recent years. This increase became significantly more pronounced after the market downturn in 2001. Hedge funds can help investors to benefit from volatile and even sinking stock markets. However, despite the prominent use of the word "hedge" in their name, such funds rarely offer a safe hedge against risk, given that they depend heavily on skill-based investment techniques and often invest in highly speculative financial instruments. Nevertheless, such funds received no specific treatment in the legislation of such major markets as Germany and the United States for years. Against the backdrop of international regulatory concern for hedge funds, the Institute for Law and Finance (ILF), in cooperation with Deutsches Aktieninstitut e.V. (DAI), brought together leading scholars, lawyers and bankers, to assess the risks, opportunities and regulatory challenges that hedge funds present. At the time of the conference, German lawmakers were still discussing the need and possible content of a new law. The fruit of their discussions was the German Investment-Modernization Act (Investmentmodernisierungsgesetz), which entered into force on January 1, 2004, and increased the attractiveness of offering hedge fund products in the German market. This inaugural volume of the Institute for Law and Finance Series contains the proceedings of the ILF/DAI May 2003 conference entitled "Hedge Funds: Risks and Regulation", and presents papers discussing the economic characteristics of and regulatory strategies for addressing hedge funds. The first two papers examine hedge funds from an economic perspective. Alexander M. Ineichen, Managing Director and Global Head of AIS Research at UBS, reveals the economic reality of hedge funds from the myths that has surrounded them. Then Franklin R. Edwards, Professor and Director of the Center for the Study of Futures Markets of the Columbia Business School in New York explains how the regulation of hedge funds should be tailored to their core economic reality and the goals of financial stability and investor protection. Next, Marcia L. MacHarg, a partner of Debevoise & Plimpton LLP, Ashley Kovas, a Manager in the Business Standards Department of the Financial Services Authority, London, and Edgar Wallach, a partner of Hengeler Mueller, present the state of the relevant regulatory structures in the United States, the United Kingdom, and Germany, respectively. The book then closes with an analysis of corporate structures used for German hedge funds, offered by Kai-Uwe Steck, a member of the German Asset Management practice group of Shearman & Sterling LLP.