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Mutual Fundamentals

3 Pack
Narrated by: Kathleen O'Halloran
Length: 1 hr and 32 mins

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Publisher's Summary

The first part of this three-part series, "Mutual Fundamentals", covers the basics of what a mutual fund is and how mutual funds have become a standard form of investment in today's market. This easy-to-understand presentation explains 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.

Part two of the series, "Mutual Fund Marketing and Distribution", explains the major "front office" aspects of the mutual-fund industry. Covering such topics as "micro caps", "load", and "no load" funds, fund distribution, the LOI (letter of intent), and more, this presentation will strengthen your understanding of how mutual funds are handled between the broker and consumer.

The final part of the 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.

Mutual Fundamentals ©2006 Boston Institute of Finance
Mutual Fund Marketing & Distribution ©2006 Boston Institute of Finance
Mutual Fund Operations ©2006 Boston Institute of Finance

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