- A Mutual Fund Strategy: From the Top Down
Before you can plan a mutual fund strategy, you need to have a clear picture in your mind of your goals as an investor. You also need to determine the amount of time you have to reach those goals. Investing is time-sensitive, so you will always need to factor time ......
- When You Invest in a Mutual Fund, Dig Deeper than Past Performance
There are plenty of low-cost funds out there with above-average returns. You just have to look closely to find them. Mutual fund advertisements tell you, usually in the finest of print "Past performance is no guarantee of future results." While that statement has always been true, now's a particularly good ......
- Law prof a leading advocate for mutual fund shareholders
OXFORD - Mercer Bullard, an assistant professor in the School of Law at Ole Miss, is showing up in a lot more prominent places than the classroom these days. Like on "NBC Nightly News with Tom Brokaw." And before U.S. House and Senate subcommittees in early November - giving testimony ......
- Purchase and redemption patterns of US equity mutual
funds.
I decompose net flows into purchase and redemption rates for a sample of equity funds. I find a strong relation between purchase rates and redemption rates indicating a significant clientele of rapid fund traders. I also find that investors punish poor performance with higher redemptions. Over my sample period, index ......
- The no-load predicament.
By many measures, banks have managed a successful entry into the retail investment services business. In the decade and a half since the first banks began offering annuities, mutual funds, and discount brokerage services, banks have expanded their presence so that last year banks accounted for 12% of all nonproprietary ......
- Managing millions.
TODD MORGAN OF BEL AIR INVESTMENT ADVISORS HELPS THE SUPER WEALTHY STAY THAT WAY When Marvin Davis, Lee Iacocca, Geraldo Rivera and Barbra Streisand want their millions invested, they turn to Century City-based fund manager Todd Morgan. You, too, can employ his services, as long as you make a minimum ......
- TOO FAR OVER THE HEDGE: WHY THE SEC'S ATTEMPT TO FURTHER REGULATE HEDGE FUNDS HAD TO FAIL & WHAT, IF ANY, ALTERNATIVE SOLUTIONS SHOULD BE CONSIDERED
INTRODUCTION As individuals attempt to preserve and grow their wealth in a quite volatile economic environment, more have turned toward hedge funds as one of the components necessary to achieving their financial goals.1 Further, over the last decade the amount of assets invested in hedge funds has outpaced other supposedly ......