The Mutual Fund Business Video Series, Videos 4-6

 
9780262661584: The Mutual Fund Business Video Series, Videos 4-6
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This video series follows the organization of the first nine chapters of Robert Pozen's "The Mutual Fund Business." Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary.The series is divided into three sets: Introduction to Mutual Funds1. Investing through Mutual Funds2. Background on the Mutual Fund Industry3. Regulations Affecting the Mutual Fund IndustryPortfolio Management of Mutual Funds4. Portfolio Management of Bond Mutual Funds5. Portfolio Management of Stock Mutual Funds6. Stock Trading for Mutual FundsMutual Fund Marketing and Shareholder Servicing7. Retail Marketing of Mutual Funds8. Retirement Plans and the Mutual Fund Business9. The Transfer Agent and the Servicing of Shareholders

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