The Fund Industry

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Publisher : John Wiley & Sons
ISBN 13 : 1118929942
Total Pages : 549 pages
Book Rating : 4.1/5 (189 download)

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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 2015-02-02 with total page 549 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.

The Fund

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Author :
Publisher : St. Martin's Press
ISBN 13 : 9780765367259
Total Pages : 532 pages
Book Rating : 4.3/5 (672 download)

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Book Synopsis The Fund by : H. T. Narea

Download or read book The Fund written by H. T. Narea and published by St. Martin's Press. This book was released on 2012-03-27 with total page 532 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investigating a suspicious international money trail only to discover a horrifying financial terrorist plot, U.S. Defense Intelligence operative Kate Molares travels to strategic places throughout the world in a race to prevent an unprecedented economic catastrophe.

Empire of the Fund

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Author :
Publisher : Oxford University Press
ISBN 13 : 0199398569
Total Pages : 265 pages
Book Rating : 4.1/5 (993 download)

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Book Synopsis Empire of the Fund by : William A. Birdthistle

Download or read book Empire of the Fund written by William A. Birdthistle and published by Oxford University Press. This book was released on 2016 with total page 265 pages. Available in PDF, EPUB and Kindle. Book excerpt: Machine generated contents note: -- Part I - Anatomy of a Fund -- 1. Purpose -- 2. Structure -- 3. Economics -- Part II - Diseases & Disorders -- 4. Fees -- 5. Soft Dollars -- 6. Fair Valuation -- 7. Late Trading -- 8. Market Timing -- 9. Selective Disclosure -- Part III - Alternative Remedies -- 10. Retirement Accounts -- 11. Target Date Funds -- 12. Exchange-Traded Funds & Alts -- 13. Money Market Funds -- Part IV - Cures -- 14. A Healthier Use of Mutual Funds

The Great Mutual Fund Trap

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Author :
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.

Fundamentals of Fund Administration

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Author :
Publisher : Elsevier
ISBN 13 : 0080468152
Total Pages : 224 pages
Book Rating : 4.0/5 (84 download)

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Book Synopsis Fundamentals of Fund Administration by : David Loader

Download or read book Fundamentals of Fund Administration written by David Loader and published by Elsevier. This book was released on 2011-02-23 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fundamentals of Fund Administration fills a gap in the lack of books that cover the administration and operations functions related to funds. With the growth of hedge funds globally there is more and more requirement for fund administration services, and the success of the fund administration is crucial to the success of the funds themselves in a highly competitive market. As the focus on operational risk, cost effective support and administration of trading and investment and the ability to design, develop and deliver added-value services for clients grows there is a need for a comprehensive analysis of what happens from trade to settlement and beyond and the exact role that the fund administrator may be required to provide. The book helps those responsible for managing and supervising fund administration services by examining the decisions, actions and problems at the various stages as well as explaining the products and infrastructure that services support. Concise, easy to read format explains extensive and complicated procedures with lively, easy to follow road maps Comprehensive reference work with extensive glossary of terms, useful website addresses and further reading recommendations Covers all the major stages with detailed explanations of what is required for effective completion and regulatory compliance

When the Fund Stops

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Author :
Publisher : Harriman House Limited
ISBN 13 : 0857198661
Total Pages : 140 pages
Book Rating : 4.8/5 (571 download)

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Book Synopsis When the Fund Stops by : David Ricketts

Download or read book When the Fund Stops written by David Ricketts and published by Harriman House Limited. This book was released on 2021-01-26 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: Neil Woodford was the UK’s most celebrated fund manager. Savers who invested £1,000 with him in 1988 saw their money increase to £25,000 over 25 years. At the peak of his career he was managing £33 billion for hundreds of thousands of investors. When he started his own fund management company in 2014, within just a few weeks it had attracted £5bn from his loyal fan base, including some of the City of London’s biggest hitters. Life was good. Away from work he was collecting high-performance supercars and chunky designer watches; he was rarely out of the saddle of his favourite horse. The BBC called him the “man who can’t stop making money”. And then it all came to a sudden stop. This book tells the dramatic untold story behind Woodford’s stunning rise and fall, and reveals why his multi-billion-pound investment empire really collapsed in such an abrupt and catastrophic manner. In a fast-moving and compelling narrative, reporter David Ricketts takes readers inside the rooms where extraordinary sums of other people’s money were wagered, trapped and, ultimately, lost, in a scandal still sending shockwaves through the world of finance. Thanks to unique and unprecedented access to the most important players, we meet an eccentric cast of characters and go inside the institutions involved, from Woodford’s own firm to those that made huge sums endorsing him – as well as those who failed to raise the alarm before it was too late.

Fund Raising

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471320142
Total Pages : 466 pages
Book Rating : 4.3/5 (21 download)

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Book Synopsis Fund Raising by : James M. Greenfield

Download or read book Fund Raising written by James M. Greenfield and published by John Wiley & Sons. This book was released on 1999-04-27 with total page 466 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Proper application of the fund development process can define anorganization's potential for public support and the direct means toachieve it, and can realize, even predict with reliability, theincome an organization can and should expect at any moment intime."--James M. Greenfield. As the driving force behind every not-for-profit, fund raising is akey to an organization's success in fulfilling its mission.However, while it's important to develop the skills needed to raisemoney, it's equally important to know how to allocate it properlyin order to meet your goals. Now revised and expanded, thispractical resource provides an accessible game plan for not onlyraising funds, but also developing them effectively for increasedproductivity and profitability. Written by James M. Greenfield, a leading authority in the field,Fund Raising takes you step-by-step through the entire funddevelopment process, from planning and marketing to communityrelations and donor management. Beginning with an examination ofphilanthropic history and perspective, it goes on to describe theindividual elements of the development process, as well as theorganizational requirements needed for the process to work. Withdetail and clarity, Greenfield covers such essential bases as theevaluation of program effectiveness, policies and procedures forpublic solicitation, the fund raising environmental audit, matchinggift programs, donor recognition, special projects campaigns, andmuch more. Threaded throughout the book is the theme of "friendraising and relationship building," both vital components ofincreasing capability and capacity to address the needs of today,with an eye toward those of tomorrow. Along with an added, in-depth discussion of ethics, the SecondEdition introduces new best practices that have developed over thepast few years, and features updated data, useful worksheets, suchas economic statistics, demographics, and reports from the AmericanAssociation of Fund-Raising Council. Packed with numerous examples,case studies, and checklists, this exhaustive resource is essentialreading for anyone looking to achieve--and maintain--fund-raisingsuccess. "There is the current need for a better understanding of how thefund development process can best be utilized and improved so thatcommunity benefits can be realized with adequate funding. This bookis intended to be a contribution to that end." --from thePreface Now revised and expanded, this practical resource takes you throughthe entire fund development process, giving you the master plannecessary for realizing the full fund-raising potential of yournonprofit organization. Covering everything from accountability andstewardship to public solicitation and donor relations, the SecondEdition has been updated to include the latest economic figures,demographics, and reports from the American Association ofFund-Raising Council, as well as an added, in-depth discussion ofethics, worksheets for performance analysis, and new best practicesthat have developed over the past few years. Jacket Design: Andrew Liefer

To Right These Wrongs

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Author :
Publisher : Univ of North Carolina Press
ISBN 13 : 0807895741
Total Pages : 448 pages
Book Rating : 4.8/5 (78 download)

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Book Synopsis To Right These Wrongs by : Robert R. Korstad

Download or read book To Right These Wrongs written by Robert R. Korstad and published by Univ of North Carolina Press. This book was released on 2011-01-20 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: When Governor Terry Sanford established the North Carolina Fund in 1963, he saw it as a way to provide a better life for the "tens of thousands whose family income is so low that daily subsistence is always in doubt." Illustrated with evocative photographs by Billy Barnes, To Right These Wrongs offers a lively account of this pioneering effort in America's War on Poverty. Robert Korstad and James Leloudis describe how the Fund's initial successes grew out of its reliance on private philanthropy and federal dollars and its commitment to the democratic mobilization of the poor. Both were calculated tactics designed to outflank conservative state lawmakers and entrenched local interests that nourished Jim Crow, perpetuated one-party politics, and protected an economy built on cheap labor. By late 1968, when the Fund closed its doors, a resurgent politics of race had gained the advantage, led by a Republican Party that had reorganized itself around opposition to civil rights and aid to the poor. The North Carolina Fund came up short in its battle against poverty, but its story continues to be a source of inspiration and instruction for new generations of Americans.

Hedge Fund Operational Due Diligence

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 0470372346
Total Pages : 324 pages
Book Rating : 4.4/5 (73 download)

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Book Synopsis Hedge Fund Operational Due Diligence by : Jason A. Scharfman

Download or read book Hedge Fund Operational Due Diligence written by Jason A. Scharfman and published by John Wiley & Sons. This book was released on 2008-12-03 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: How to diagnose and monitor key hedge fund operational risks With the various scandals taking place with hedge funds, now more than ever, both financial and operational risks must be examined. Revealing how to effectively detect and evaluate often-overlooked operational risk factors in hedge funds, such as multi-jurisdictional regulatory coordination, organizational nesting, and vaporware, Hedge Fund Operational Due Diligence includes real-world examples drawn from the author's experiences dealing with the operational risks of a global platform of over 80 hedge funds, funds of hedge funds, private equity, and real estate managers.

So You Want to Start a Hedge Fund

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119134188
Total Pages : 247 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis So You Want to Start a Hedge Fund by : Ted Seides

Download or read book So You Want to Start a Hedge Fund written by Ted Seides and published by John Wiley & Sons. This book was released on 2016-02-29 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: Helpful, Accessible Guidance for Budding Hedge Funds So You Want to Start a Hedge Fund provides critical lessons and thoughtful insights to those trying to decipher the industry, as well as those seeking to invest in the next generation of high performers. This book foregoes the sensational, headline-grabbing stories about the few billionaire hedge fund managers to reach the top of the field. Instead, it focuses on the much more common travails of start-ups and small investment firms. The successes and failures of a talented group of competitive managers—all highly educated and well trained—show what it takes for managers and allocators to succeed. These accounts include lessons on funding, team development, strategy, performance, and allocation. The hedge fund industry is concentrated in the largest funds, and the big funds are getting bigger. In time, some of these funds will not survive their founders and large sums will get reallocated to a broader selection of different managers. This practical guide outlines the allocation process for fledgling funds, and demonstrates how allocators can avoid pitfalls in their investments. So You Want to Start a Hedge Fund also shows how to: Develop a sound strategy and raise the money you need Gain a real-world perspective about how allocators think and act Structure your team and investment process for success Recognize the patterns of successful start-ups The industry is approaching a significant crossroads. Aggregate growth is slowing and competition is shifting away from industry-wide growth, at the expense of traditional asset classes, to market share capture within the industry. So You Want to Start a Hedge Fund provides guidance for the little funds—the potential future leaders of the industry.

Empire of the Fund

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Author :
Publisher : Oxford University Press
ISBN 13 : 0199398585
Total Pages : 272 pages
Book Rating : 4.1/5 (993 download)

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Book Synopsis Empire of the Fund by : William A. Birdthistle

Download or read book Empire of the Fund written by William A. Birdthistle and published by Oxford University Press. This book was released on 2016-06-01 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: Empire of the Fund is an exposé and examination of the way we save now. With the rise of the 401(k) and demise of the pension, the United States has embarked upon the richest and riskiest experiment in our financial history. Over the next twenty years, nearly eighty million baby boomers will retire at a pace of ten thousand per day. The hypothesis of our experiment is that millions of ordinary, untrained, busy citizens can successfully manage trillions of dollars in a financial system dominated by wealthy, skilled, and powerful financial institutions, many of which have a record of treating individual investors shabbily. The key tools in our 401(k) plans and individual retirement accounts are mutual funds, which have ballooned to hold more than $16 trillion. But these funds pose dangers to our savings in three ways: through structural vulnerabilities that give money managers the incentive to focus on marketing over investing; through the very human challenges of managing our savings decades into the future; and through the peril of financial professionals behaving badly, to our economic harm. Though Americans often hear of the importance of low fees in fund investing, few are aware of the astonishing panoply of ways that some financial advisers have illegally diverted money out of mutual funds: from abetting hedge funds to trade after the legal deadline, to inflating the assets on which they are paid a percentage, to paying kickbacks for brokers to sell their funds. This book will forewarn and forearm Americans by illustrating the structural flaws, perverse incentives, and litany of scandals that have bedeviled mutual funds. And by setting forth a pair of policy solutions to improve Americans' financial literacy and bargaining power, it will also attempt to safeguard our individual financial destinies and our nation's fiscal strength.

Report of the Task Force on the Fund's Technical Assistance Strategy

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Author :
Publisher : International Monetary Fund
ISBN 13 : 1498338364
Total Pages : 29 pages
Book Rating : 4.4/5 (983 download)

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Book Synopsis Report of the Task Force on the Fund's Technical Assistance Strategy by : International Monetary Fund

Download or read book Report of the Task Force on the Fund's Technical Assistance Strategy written by International Monetary Fund and published by International Monetary Fund. This book was released on 2011-10-19 with total page 29 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fund technical assistance (TA) has undergone major changes during the last few years. On the demand side, there is increased interest in a longer-term, implementation-oriented TA, “second generation” reforms, and in new topics. On the supply side, TA is increasingly financed by donors, and increasingly delivered through experts located in the field. These and other developments call for reassessing the Fund’s TA strategy.

Changes to the Fund’s Financing Assurances Policy in the Context Of Fund Upper Credit Tranche (UCT) Financing Under Exceptionally High Uncertainty

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Author :
Publisher : International Monetary Fund
ISBN 13 :
Total Pages : 21 pages
Book Rating : 4.4/5 (2 download)

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Book Synopsis Changes to the Fund’s Financing Assurances Policy in the Context Of Fund Upper Credit Tranche (UCT) Financing Under Exceptionally High Uncertainty by : International Monetary Fund. Strategy, Policy, & Review Department

Download or read book Changes to the Fund’s Financing Assurances Policy in the Context Of Fund Upper Credit Tranche (UCT) Financing Under Exceptionally High Uncertainty written by International Monetary Fund. Strategy, Policy, & Review Department and published by International Monetary Fund. This book was released on 2023-03-17 with total page 21 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Executive Board of the International Monetary Fund (IMF) approved changes to the Fund’s financing assurances policy. The changes apply in situations of exceptionally high uncertainty, involving exogenous shocks that are beyond the control of country authorities and the reach of their economic policies, and which generate larger than usual tail risks. The changes adopted could enable the design of a Fund Upper Credit Tranche (UCT) program in situations of exceptionally high uncertainty, in particular by modifying the Fund’s financing assurances policies in two ways. The first change allows official bilateral creditors to provide an upfront credible assurance about delivering debt relief and/or financing with the delivery of a contingent second-stage element of debt relief and/or financing once the exceptionally high uncertainty has been resolved. This would help establish that medium-term viability is being restored. The second change extends the use of a capacity-to-repay assurances from official bilateral creditors/donors from emergency financing to a UCT arrangement context. This would help establish adequate safeguards. These changes and their application to any specific country case in a situation of exceptionally high uncertainty would require the Fund to weigh whether it is prepared to accept the enterprise risks that such arrangement would entail.

Jobs and Growth - Analytical and Operational Considerations for the Fund

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Author :
Publisher : International Monetary Fund
ISBN 13 : 1498342140
Total Pages : 95 pages
Book Rating : 4.4/5 (983 download)

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Book Synopsis Jobs and Growth - Analytical and Operational Considerations for the Fund by : International Monetary Fund. Fiscal Affairs Dept.

Download or read book Jobs and Growth - Analytical and Operational Considerations for the Fund written by International Monetary Fund. Fiscal Affairs Dept. and published by International Monetary Fund. This book was released on 2013-03-14 with total page 95 pages. Available in PDF, EPUB and Kindle. Book excerpt: Job creation and growth with inclusion are imperatives that resonate today in every country. While some advanced countries face the challenge of supporting aggregate demand with limited fiscal space in the aftermath of the Great Recession, many countries have to address ways to generate growth and create jobs in the face of the strong ongoing global megatrends of technological change, globalization, and significant shifts in demographic trends. The latter includes rapid population aging in some parts of the world, and the entry of a large number of new workers into the labor force in others. Low female labor force participation represents a significant missed opportunity to strengthen economic development and growth in many countries.

Review of the Fund's Transparency Policy

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Author :
Publisher : International Monetary Fund
ISBN 13 : 1498335284
Total Pages : 43 pages
Book Rating : 4.4/5 (983 download)

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Book Synopsis Review of the Fund's Transparency Policy by : International Monetary Fund. Strategy, Policy, & Review Department

Download or read book Review of the Fund's Transparency Policy written by International Monetary Fund. Strategy, Policy, & Review Department and published by International Monetary Fund. This book was released on 2009-10-26 with total page 43 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Fund has come a long way since the inception of its policy toward increased openness some ten years ago. Most Board documents are now published; the volume of information in the Fund’s archives has increased significantly; and the Fund has strengthened outreach efforts to explain its operations and views to the outside world. Transparency and openness has become increasingly seen as a normal and essential part of the Fund’s business. There are significant benefits from increased transparency: it strengthens the Fund’s ability to influence public debate, subjects the Fund to outside scrutiny, and enhances the Fund’s legitimacy by making it more accountable. These benefits will only loom larger as the Fund takes on a larger role in calling out risks to the global economy, to help prevent future economic and financial crises. Indeed, in today’s world openness from public institutions like the Fund is generally expected.

The Fund’s Lending Framework and Sovereign Debt - Preliminary Considerations

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Author :
Publisher : International Monetary Fund
ISBN 13 : 149834335X
Total Pages : 43 pages
Book Rating : 4.4/5 (983 download)

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Book Synopsis The Fund’s Lending Framework and Sovereign Debt - Preliminary Considerations by : International Monetary Fund. Legal Dept.

Download or read book The Fund’s Lending Framework and Sovereign Debt - Preliminary Considerations written by International Monetary Fund. Legal Dept. and published by International Monetary Fund. This book was released on 2014-05-23 with total page 43 pages. Available in PDF, EPUB and Kindle. Book excerpt: As a follow-up to the Executive Board's May 2013 discussion, this paper considers a possible direction for reform of the Fund's lending framework in the context of sovereign debt vulnerabilities. The primary focus of this paper relates to the Fund's exceptional access framework, since it is in this context that the Fund will most likely have to make the difficult judgment as to whether the member's problems can be resolved with or without a debt restructuring. The objective of the preliminary approaches set forth in this paper is to reduce the costs of crisis resolution for both creditors and debtors—relative to the alternatives—thereby benefitting the overall system. These ideas are market-based and their eventual implementation would require meaningful consultation with creditors.

Review of the Fund's Strategy on Anti-Money Laundering and Combating the Financing of Terrorism

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Author :
Publisher : International Monetary Fund
ISBN 13 : 1513510304
Total Pages : 53 pages
Book Rating : 4.5/5 (135 download)

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Book Synopsis Review of the Fund's Strategy on Anti-Money Laundering and Combating the Financing of Terrorism by : International Monetary Fund. Legal Dept.

Download or read book Review of the Fund's Strategy on Anti-Money Laundering and Combating the Financing of Terrorism written by International Monetary Fund. Legal Dept. and published by International Monetary Fund. This book was released on 2019-02-04 with total page 53 pages. Available in PDF, EPUB and Kindle. Book excerpt: The staff report provides an overview of the Fund's AML/CFT program, since the last review conducted in 2014 and seeks the endorsement of the Executive Board to continue on the basis of the directions given in 2014, with one minor adjustment proposed in relation to Fund-led AML/CFT assessments.