DescriptionPart one of a three-part series, Mutual Fundamentals covers the basics of what a mutual fund is and tells how mutual funds have become a standard form of investment in today's market. This easy to understand presentation lets the listener know how the mutual fund industry has grown to have over 8, 000 funds, 90 million shareholders, and over nine trillion dollars in assets under management.
DescriptionSomeone is murdering the pilots of America's 107th Aero Squadron. Someone is diverting military funds to a secret place. Someone who looks, talks, and acts just like everyone else is selling his country to the enemy. That someone who must be stopped. But there are those in power who are prepared to block the investigation in order to hide the ugly truth, whatever the human cost - because what is really happening is far more terrible than anyone has yet dared to imagine.
DescriptionPart two of a three-part series, Mutual Fund Marketing and Distribution explains the major parts of the "front office" aspects of the mutual fund industry. Covering areas such as micro caps, load and no load funds, fund distribution, LOI, and more, this presentation will strengthen your understanding of how mutual funds are dealt with between the broker and consumer.
DescriptionCharles Zhang became one of today's most nationally known and trusted financial advisers by stressing sanity and sensible investing over dubious, get-rich-quick tricks and schemes. In Make Yourself a Millionaire, Zhang transfers his program to downloadable audio. Far from a confusing, all-or-nothing approach, this book outlines a clear and rational approach to organizing and planning all aspects of a financial life. How do different investments work? How much insurance is too much? Zhang answers these questions and more as he discusses: Recommended investments for virtually any portfolio Asset allocation techniques that work Actual examples of success and disaster The role of insurance as a key element in a portfolio All major financial instruments: stocks, bonds, funds, REITs, cash…
DescriptionPart three in a three-part series, Mutual Fund Operations defines the "back office" processes needed to keep the industry functioning. By explaining what portfolio managers, traders, and investment managers need to do to properly manage funds, this presentation provides insight as to exactly what is needed to properly function in the mutual fund industry.
