| Description |
1 online resource (1 volume) : illustrations |
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text file PDF rda |
| Contents |
An Overview of Professionally Managed Assets. -- Understanding Professionally Managed Assets -- Why Professionally Managed Assets? -- Mutual Funds -- The Growth of Mutual Funds -- Long-Term Investing in Mutual Funds -- Mutual Fund Performance Measures and Selection Criteria -- Other Professionally Managed Assets under the 1940 Act -- Closed-End Funds -- Unit Investment Trusts -- Exchange-Traded Funds -- Professionally Managed Assets for High-Net-Worth Investors -- Hedge Funds -- Managed Futures -- Private Equity Funds -- Alternative Professionally Managed Assets -- Limited Partnerships and Real Estate Investment Trusts -- Individually and Separately Managed Accounts -- Managed Assets and Life Insurance Companies -- Variable and Variable Universal Life Insurance -- Variable Annuities -- Summary -- Summary of the Present and Future of Professionally Managed Assets. |
| Summary |
This practical guide provides a comprehensive overview of professionally managed assets, or investments in which all portfolio decisions and rebalancing are delegated to a fund manager or third-party advice service. Savvy investors looking to achieve a better understanding of the nuances, benefits, and drawbacks of using these productswill find the answers they are looking for inThe Handbook of Professionally Managed Assets, no matter whether they would like to learn more about mutual funds or hedge funds. There is a considerable lack of knowledge among the investing public about how to properly construct a well-diversified portfolio of investments that includes a selection of professionally managed assets. As a long-standing financial planner, attorney, and educator, Keith Fevurly remedies this issue in The Handbook of Professionally Managed Assetsby clearly presenting the major categories of professionally managed assets and revealing the best tactics for investing in these vehicles. Along the way, he reveals each asset's risks and rewards, and he also provides the in-depth knowledge and information investors need to confidently select the right assets for their portfolios. Filled with valuable insights for everyone from financial professionals to individual investors, The Handbook of Professionally Managed Assetsstands alone in its ability to shed light on the many investment vehicles that fall under the larger umbrella of professionally managed assets. With topics as wide-ranging as mutual funds, closed-end funds, unit investment trusts, exchange traded funds, hedge funds, managed futures, and more, this invaluable resource will give you the information you need to build a prosperous financial future for yourself and your clients. |
| Language |
English. |
| Subject |
Mutual funds.
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Investments.
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Investment advisors.
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Investments |
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Investissements. |
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Conseillers en placements. |
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investment counsels. |
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Investment advisors |
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Investments |
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Mutual funds |
| Genre |
Handbook |
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handbooks.
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Handbooks and manuals
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Handbooks and manuals.
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Guides et manuels.
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| In: |
Springer eBooks |
| Other Form: |
Print version: 9781430260196 |
| ISBN |
9781430260202 (electronic bk.) |
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1430260203 (electronic bk.) |
| Standard No. |
10.1007/978-1-4302-6020-2 doi |
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