Mutual Funds (eBook)

Risk and Performance Analysis for Decision Making

John Haslem (Autor)

eBook Download: PDF

2009 | 1. Auflage
592 Seiten
John Wiley & Sons (Verlag)
978-1-4051-4203-8 (ISBN)

Infos

This authoritative book enables readers to evaluate the various
performance and risk attributes of mutual funds, while also serving
as a comprehensive resource for students, academics, and general
investors alike. Avoiding the less useful descriptive approach to
fund selection, this book employs a balanced approach including
both technique and application. The chapters combine clear
summaries of existing research with practical guidelines for mutual
fund analysis.

* * Enables readers to analyze mutual funds by evaluating a fund's
various performance and risk attributes.

* Includes templates, which provide an efficient, sound approach
to fund analysis, interpretation of results, buy/sell decisions,
and the timing of decisions.

* Combines clear summaries of existing research with practical
guidelines for mutual fund analysis.

Autor

John A. Haslem is Professor Emeritus of Finance in the Smith School of Business at the University of Maryland, College Park. His research has been published in academic and practitioner journals, and he has written books on banking and mutual funds. He served as the College of Business and Management's first academic dean, and as its first Chair of Finance. His mutual funds analysis course is considered to be the first offered in the finance curriculum of a collegiate school of business. He has been a consultant for the Director of Supersonic Transport, NASA, US Department of Justice, as well as various banks, law firms, and other organizations. Professor Haslem also advises on mutual funds selection and portfolio allocation.

Inhalt

Preface.

1. Understanding Mutual Funds.

2. Mutual Fund Service Advantages.

3. Mutual Fund Service Advantages: Professional Management.

4. Mutual Fund Service Disadvantages.

5. Mutual Fund Service Disadvantages: Expenses.

6. Long-Term Investing in Mutual Funds.

7. Portfolio Diversification Risk and Equity Style
Allocation.

8. Mutual Fund Performance Measures and Buy/Sell Decision
Criteria.

9. Mutual Fund Performance and Portfolio Investment Style
Allocations.

10. Actively Managed versus Passively Managed Funds: The Search
for Managers.

11. Mutual Funds: The Next Generation.

12. Economic and Market Indicators: Knowledge, Not Faith.

Index.

Produkt-Details

• Erscheint lt. Verlag: 9.2.2009
• Sprache: englisch
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Themenwelt: Wirtschaft ► Volkswirtschaftslehre ► Finanzwissenschaft
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Investments & Securities • Kapitalanlagen u. Wertpapiere
• ISBN-10: 1-4051-4203-0 / 1405142030
• ISBN-13: 978-1-4051-4203-8 / 9781405142038