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The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth /
Learn how to evaluate any investment fund before deciding where to place your money so you can ensure you generate more wealth and protect your cash. This valuable guide will help you make the right investment decisions by:- Explaining the procedures that should be followed before investing money an...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Harlow, England ; New York :
Pearson,
2012.
|
| Colección: | Financial times guides.
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Cover
- The Financial Times Guide to Investing in Funds
- Contents
- Acknowledgements
- Introduction
- The manager
- The star traders
- International legal structures for managers
- The manager and the advisor's roles
- Controls over the fund
- What to deduce from a manager's set up
- The fund
- Investing in a fund
- International legal structures for funds
- Common forms of funds
- Understanding where the money goes
- Fund performance
- The prospectus
- Why is there a prospectus? / 38
- Leverage and investment restrictions
- Fees
- The subscription and redemption forms in the prospectus
- Corroboration and gap analysis with marketing material
- Governance
- Key individuals
- Organisation of employees
- Directors' independence
- Management dedication
- Service providers
- The missing link
- the investor
- Administrator
- Prime broker and custodian
- Other key providers
- Front and back office operations
- Internal operational policies
- Verifying the application of policies
- Front office workflow
- Back office workflow
- The future balance of power between front and back office
- Investment process and products
- Investment process
- Key strategies
- A disciplined approach
- Dependence on research
- Using statistics and data
- Benchmarks
- Leverage
- Portfolio turnover and trading volume
- Market conditions and competitors
- Products traded and assets in your portfolio
- Capacity and AUM
- Investors analysis
- Principals' own investments
- Risk management
- Risk management processes
- Key man risk
- Market risk
- Valuation risk
- Liquidity risk
- Counterparty risk
- Compliance
- Compliance status
- Compliance officer
- Systems and controls
- Financial promotion
- Financial reporting
- Insurance
- Business continuity plan
- Dealing and managing
- Anti-money laundering
- Prudential (capital requirement) / 175
- Background checks
- Relevance of background checks
- Practical steps
- Conclusion
- The value of due diligence
- The future of the fund industry's service providers and advisors to investors
- New regulation
- what is it good for? / 201
- Glossary
- Index