Resources

311 Resources for

mutual funds

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Big Payday for Fired Cott CEO: For a chief executive who just finished presiding over a breathtaking corporate downfall, Brent Willis, the recently ousted CEO of Canadian soft-drink maker Cott, is taking home a nice chunk of money. The company filed documents with the Securities and Exchange Commission revealing that Mr. Willis will...; Tags: Stock, Mutual Fund, Shelf Space, Mr., CEO, Cott, Mutual Funds, Retirement Plans, Investment, Corporate Governance, Human Resources, Benefits, Finance, Business Operations, Corporate Law, Dan Mitchell; Blog posts 2008-04-15
State Street Quarterly Profit Surges: BOSTON (Reuters) - Financial services company State Street Corp (STT) said on Tuesday quarterly profit surged 69 percent as demand for its services grew and it benefited from the acquisition of a rival last summer. State Street, one of the world's biggest institutional...; Tags: Mergers & Acquisitions, Mutual funds, Corporate law, Retirement plans, Operational accounting, Financial accounting, State Street Corp., quarterly profit, mutual fund, Boston, acquisition, financial service, income statement, revenue, Thomson Reuters Corp., net income, f; News items 2008-04-15
CEOs: Don't Sweat New SEC Commissioners: CEOs probably don't have much to fear from the two new Democratic nominees to the U.S Securities & Exchange Commission. While both individuals have solid records, they are not seen to be boat rockers and are unlikely to do much to push the agenda of shareholder rights advocates. ...; Tags: Mutual funds, Retirement plans, Investment, Financial accounting, Peter Galuszka, SEC; Blog posts 2008-04-11
Performance Attribution and Style Analysis: From mutual funds to Hedge Funds: Sharpe (1992) proposed an asset class factor model for performance attribution and style analysis of mutual fund managers. The elegance of Sharpe's (1992) intuition was demonstrated empirically by showing that only a limited number of major asset classes were required to successfully replicate the performance of an extensive universe of...; Tags: Mutual funds, Retirement plans, Asset management, Investment, Duke University, asset class, mutual fund, asset, performance, hedge fund, analysis; White papers
Not a Fund Investor Yet? Five Mental Hurdles to Overcome: This article explains the five mental hurdles while investing in mutual funds. As an investor one would have to read good things about mutual funds, but for one reason or another fail to trust your hard earned dollars in them. Perhaps one is not right in the head! This article...; Tags: Mutual funds, Retirement plans, Investment, About Inc., mutual fund; White papers

Quick Guide to a Morningstar Style Box: This article is for those who are investing for the first time. According to the article Morningstar, one of the premier mutual fund data sources, created the style box to help investors with their asset allocation strategies. The style box categorizes funds into these 9 categories which are explained in...; Tags: Mutual funds, Asset management, About Inc., Morningstar Inc., asset allocation, mutual fund, asset; White papers
Different Types of mutual funds: This article provides information about various mutual funds. Being a collection of many stocks one may have thought that picking a mutual fund might be easy, however it is not that easy. There are over 10,000 mutual funds to choose from. It is easier to think of mutual funds in...; Tags: Mutual funds, Retirement plans, Investment, About Inc., mutual fund, stock; White papers
The Best mutual funds in the World: As one has seen, for buy-and-hold investors, the most important factor that determines success is proper asset allocation. There are lots of places you can invest money and get an adequate return. But if one is parking money in one spot for a long time, one should find a great...; Tags: Asset management, Investment, About Inc., asset allocation, asset, mutual fund, volatility, equity; White papers
Asset Allocation and mutual funds: Asset allocation is the current rage of the mutual fund industry. In its simplest terms, asset allocation refers to the process of adjusting the relative proportion of different asset classes in an investment portfolio. Precisely because it is so popular, the merits of asset allocation tend to be accepted uncritically....; Tags: Asset management, Mutual funds, Investment, asset allocation, asset class, asset, volatility, mutual fund, allocation; White papers
The Differences Between Hedge Funds and mutual funds: This article explains the difference between hedge & mutual funds. When the stock market is doing poorly, talk of using hedge funds tends to increase. Although hedge funds are not mutual funds, people often mistake them as such. The word "hedge" implies defensive management or insurance against bad times, but...; Tags: Mutual funds, Retirement plans, Investment, Financial services, About Inc., hedge fund, mutual fund, stock market, insurance, stock; White papers
Why Mutual Fund Performance Figures Are Misleading: The article looks at the investment returns of mutual funds and show why many investors never get the returns quoted in advertisements and magazine articles. Thanks to government regulations, the return figures that funds are allowed to quote are now standardized throughout the industry. Yet one will see that those...; Tags: Mutual funds, Retirement plans, Investment, Merriman Capital Management Inc., mutual fund, advertisement, industry; White papers
Invest Wisely: An Introduction to mutual funds: Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a...; Tags: Mutual funds, Retirement plans, Investment, SEC, mutual fund, tax, financial; White papers
Holding Company Depositary Receipts - HOLDRs: Looking for the benefits of a diversified portfolio but don't want to pay the fees associated with it? Maybe one wants a more direct and focused approach, something that most mutual funds cannot offer. Your wait is over. As per the article Merrill Lynch has invented a new type of...; Tags: Mutual funds, Retirement plans, Investment, About Inc., mutual fund, benefit; White papers
E-Security Cuts Costs and Time From Audit Preparation and Review for Fortune 500 Brokerage Firm: The customer is a Fortune 500 global brokerage firm offering securities and commodities brokerage, asset management, trust services, mutual funds, insurance, and investment banking to individuals. Although the company established well-documented policies to address regulatory requirements, they had no cost-effective way to monitor policy compliance across their multiplatform, multi-vendor IT...; Tags: Regulations, Fortune 500, brokerage, Gramm-Leach-Bliley Act, investment banking, IT environment, asset management, mutual fund, Sarbanes-Oxley Act, audit, IM, insurance, compliance, asset, security, monitor, information technology, database, operating system, e-mail; Case studies
Ten New Investment Concepts, the Time Has Come: There's a rumor going around that the Mutual Funds are broken and just can't work anymore, for a multitude of reasons. They've tried index funds, but these, too, have been less than impressive since they hit the street a few years back, and are now being enhanced... what does that...; Tags: Mutual funds, Retirement plans, mutual fund; White papers
Taking the Risk Out of Retirement: In much of the world, retiring is riskier than it's been since the modern welfare state began to emerge, in the late 19th century. But help may be on the way in the form of the intense competition emerging among banks, insurance companies, mutual funds, and traditional brokerage houses. As...; Tags: Financial Planning, Financial services, McKinsey & Co., mutual fund, risk management, income, insurance, bank, financial; White papers
Fixed-Income Securities: Money-Markets & Bonds: This article deals primarily with debt market instruments denominated in US dollars, including Eurodollars. Since most debt markets are similar, the principle instruments described should be similar in most countries in which they are used. Most money-market instruments are not traded through exchanges, but are traded over-the-counter (OTC) in a...; Tags: Mutual funds, Retirement plans, mutual fund, network; White papers
Hedge Funds: Protection Against An Aging Bull: This article highlights the study conducted by Van Hedge Fund Advisors, Inc., assisted by the faculty of Vanderbilt University's Owen Graduate School of Management, thereby stating that most mutual funds, the darlings of the investment world, cannot take short positions or use put options. "Hedge" funds, on the other hand,...; Tags: Mutual funds, Retirement plans, Investment, Financial services, Magnum Global Investments Ltd., mutual fund, hedge fund; White papers
European Investment Bank: The investment bank had $12bn of assets under management. Poor investment performance, new distribution channels, and intense competition had all contributed to eroding the bank's long-held position as the number one provider of long-term savings in the UK. Capgemini was assigned to develop a global strategy for its retail asset...; Tags: Capgemini, asset management, mutual fund, asset, bank, strategy; Case studies
Should You Follow Your Fund Manager: The whole idea of investing in a mutual fund is to leave stock-picking to professionals. Investors study the performance of mutual funds to search for the winners, the funds run by managers who, year-on-year consistently beat the market and their peers. Comfortable that they have found a winner, investors place...; Tags: Mutual funds, Retirement plans, Investment, Investopedia, mutual fund, investor, stock, performance; White papers