'End funds' diaporamas de présentation

Computerized Investing Seminar: November 2008 AAII Stock Investor Pro

1.21k views • 88 slides

PENSION FUNDS

PENSION FUNDS. INTRODUCTION HOW CAN WE DEFINE THE PENSION FUNDS? WHICH KIND OF IMPACT DO THEY HAVE ON FINANCIAL MARKETS? THE STRUCTURE OF PENSION FUNDS PENSION FUNDS IN ITALY. PENSION FUNDS:DEFINITION.

1.1k views • 65 slides

CHAPTER 4

CHAPTER 4. Mutual Funds and Other Investment Companies. The Goals of Chapter 4. Introduce investment companies Functions and different types Introduce various kinds of mutual funds, which are the dominant type of investment companies Discuss the costs and taxes of investing in mutual funds

585 views • 48 slides

Mutual Fund Operations

Mutual Fund Operations. 23. Background on Mutual Funds. Mutual funds offer a way for small investors to diversify In Dec/12, the number of mutual funds was 8,752 with assets ~ $ 13T (more MFs than there are individual stocks!)

548 views • 35 slides

Chapter 4

Chapter 4. MUTUAL FUNDS AND OTHER MANAGED INVESTMENTS. Chapter 4 Questions. What is a mutual fund? How does one compute the net asset value (NAV)? What expenses and changes might a mutual fund investor face?

668 views • 33 slides

Chapter 3 Investment Funds

Chapter 3 Investment Funds. Learning objectives. Distinguish between direct and indirect investing. Define open-end and closed-end investment funds. State the major types of mutual funds and give their features. Define exchange-traded funds (ETFs).

736 views • 27 slides

Chapter 3 Investment Funds

Chapter 3 Investment Funds. Learning objectives. Distinguish between direct and indirect investing. Define open-end and closed-end investment funds. State the major types of mutual funds and give their features. Define exchange-traded funds (ETFs).

434 views • 27 slides

Efficient versus Inefficient Market

Efficient versus Inefficient Market Market Efficiency Random walk versus market efficiency Versions of market efficiency Technical analysis Predictors of future returns and market anomalies Behavioral finance Cumulative Abnormal Returns Around Takeover Attempts: Target Companies

1.33k views • 24 slides

Chapter 15: Investing Through Mutual Funds

Chapter 15: Investing Through Mutual Funds. Identify why people invest in mutual funds. Distinguish among the four major objectives of mutual funds. Classify mutual funds by portfolio. List the unique benefits of mutual funds. Objectives.

457 views • 22 slides

Islamic Retail Finance in North America

Islamic Retail Finance in North America. A Discussion Outline for the Working Group on Islamic Retail Finance at Harvard University March 19, 2005 Yusuf Talal DeLorenzo Shariah Consultant. The Definition and Objective of Retail Islamic Finance.

406 views • 20 slides

Chapter 24: The Role of Real Estate Investment Trusts (REITs)

Chapter 24: The Role of Real Estate Investment Trusts (REITs). Andrew Davidson Anthony B. Sanders Lan-Ling Wolff Anne Ching. REITs. Real estate investment trusts (or REITs) are essentially closed-end funds that hold real estate in their portfolios instead of stocks and bonds.

456 views • 20 slides

MUTUAL FUNDS

MUTUAL FUNDS. GROUP MEMBERS: Ashley Smith, Anissa Patterson, Alyssia Fernandez, Dacota Holder, Dakota Webb, Jonathan Brooks, and Thomas Melton. Stock Mutual Funds: Sell shares to individuals and invest the proceeds in stocks.

271 views • 9 slides

Investor sentiment and the Closed-end fund puzzle

Investor sentiment and the Closed-end fund puzzle Closed-end fund- issues a fixed number of shares that are traded on the stock market;shares are liquidated by selling the shares to other investors.

827 views • 7 slides