investors side boost potential in mutual funds

... Performance inconsistency in mutual funds: An investigation of window-dressing behavior In addition to information contained in realized fund returns, there is growing evidence in the academic ... of the incentives for managers to engage in window dressing.2 Such incentives can be garnered from analyzing investors reaction to managers’ window-dressing behavior in terms of looking at their ... of Sujuan Ma, Jinfei Sheng, and Haibei Zhao We also thank Linlin Ma and Yuehua Tang for providing data Performance inconsistency in mutual funds: An investigation of window-dressing behavior ABSTRACT...

Ngày tải lên: 07/03/2014, 13:20

... issues within calendar days in tandem with SEBI (Insider Trading) Regulations b A statement of holding in securities as on March 31 within 30 calendar days (in tandem with SEBI (Insider Trading) Regulations) ... to the Mutual Funds Regulations launching the Real Estate Mutual Funds Schemes wherein guidelines have been prescribed for employee investment in Real Estate Master Circular for Mutual Funds 6.4.4.3 ... scheme(s) has been clearly enumerated in the Mutual Funds Regulations30, following requirements are clarified again in the interests of investors: 2.1.1.1 Since the scheme(s) would reopen for fresh...

Ngày tải lên: 19/02/2014, 09:20

... fees incurred by investors in money market funds dropped 52 percent, from 54 basis points in 1990 to 26 basis points in 2010 How ICI Measures Average Mutual Fund Fees and Expenses Investors in mutual ... somewhat Funds of funds are mutual funds that invest in other mutual funds The market for funds of funds has expanded considerably in recent years By the end of 2010, there were 966 funds of funds ... funds Stock funds include equity and hybrid funds Note: Figures exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual...

Ngày tải lên: 19/02/2014, 15:20

... Sources: Investment Company Institute and iMoneyNet Funds of Funds Funds of funds are mutual funds that invest in other mutual funds. 7 The market for funds of funds has expanded considerably in recent ... basis points in 2011 Expenses incurred by investors in money market funds dropped 61 percent, from 54 basis points in 1990 to 21 basis points in 2011 3, Equity Funds Expense ratios of equity funds ... such funds Note: Figure excludes mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds Sources: Investment Company Institute,...

Ngày tải lên: 19/02/2014, 15:20

... fall Tech funds skyrocketed in , and investors were tossing in new money hand over fist The funds then crashed in  On the other hand, investors had little interest in value funds in , ... prior to joining Morningstar I didn’t find a lot of fellow investors in high school or even in college I remember long nights in graduate school poring over personal finance magazines trying to make ... bond index or a group of funds investing in the same kind of securities—the Morningstar categories that you read about in Chapter  Using Indexes as Benchmarks An index is the most common kind...

Ngày tải lên: 10/12/2013, 10:15

... pathways involved in freezing tolerance in Arabidopsis Freezing tolerance increases in many plants in response to low, non-freezing temperature, a process known as cold acclimation Cold acclimation in ... for thought by providing just such an interdisciplinary forum, in which research results, including novel concepts such as environmentally induced increases in mutation rates in bacteria and a heritable, ... are involved in regulating flowering in Arabidopsis, including the floral repressor gene FLOWERING LOCUS C (FLC) [29,30] FLC expression is repressed by vernalization, the acceleration of flowering...

Ngày tải lên: 18/02/2014, 11:20

... Do Investors Do in Selecting Funds? There is very little evidence on the wisdom of investor behavior in selecting mutual funds The bulk of the evidence involves investor choice of mutual funds ... 500 index funds in the discussion which follows, but the discussion holds for index funds following other indexes There are several issues of interest in studying the performance of index funds ... analyzing the S&P 500 index funds indicating low tracking error The  p is a measure of how much of the portfolio is invested in index matching assets It is a partial indication of performance since...

Ngày tải lên: 19/02/2014, 09:20

... Ownership of Mutual Funds by Individual Investors Millions of individual U.S investors owning mutual funds, 1997–2011 Mutual fund owners per household Millions of individuals owning mutual funds 1997 ... View of the Mutual Fund Industry in 2011 Mutual fund favorability among older investors was slightly higher than among younger investors in 2011 Retired investors, older investors, and investors ... recent investors »» Mutual fund–owning households often used the Internet for financial purposes More than nine in 10 households owning mutual funds had Internet access in 2011 About eight in 10 mutual...

Ngày tải lên: 19/02/2014, 09:20

... factors, retail investors, until recently, typically only obtained commodity exposures indirectly—by buying shares in gold mining companies or by investing in mutual funds that bought shares in such ... pattern in commodity prices since 2004 than does increased financial investment in commodities The growth in financial investment in U.S commodity mutual funds and in other commodity investments ... mutual funds allow retail investors to offset or hedge against increases in their costs of living, especially increases in the prices of food and energy 23 A simple example illustrates investors incentives...

Ngày tải lên: 19/02/2014, 09:20

... View of the Mutual Fund Industry in 2012 Mutual fund favorability among older investors was higher compared with younger investors in 2012 Retired investors, older investors, and investors who ... ratings compared with younger investors and more recent investors »» Mutual fund–owning households often used the Internet for financial purposes More than nine in 10 households owning mutual funds ... Institute and U.S Census Bureau FIGURE 2 92 Million Individual U.S Investors Owned Mutual Funds in 2012 Millions of individual U.S investors owning mutual funds, 1997–2012 86.0 74.0 1999 87.0 2002 75.2...

Ngày tải lên: 19/02/2014, 09:20

... on individual funds or suppliers of short-term funds Instead I will look at potential reforms in the context of whether they promote financial stability Money market funds serve as important intermediaries ... exposure of two money market funds at a point in time in the fall of last year It provides an indication of the within-industry variation in credit risk Each of these funds held some high-risk securities ... remain in Europe (granted, generally in the stronger countries) So, when considering the so-called “tail” risk from unexpected problems in Europe, money market funds remain an important potential...

Ngày tải lên: 19/02/2014, 14:20

... investing risk The example below is intended to help investors compare the cost of investing in the Developing World Fund with the cost of investing in other mutual funds Principal Risks of Investing ... the cost of investing in the Income Fund with the cost of investing in other mutual funds The example assumes an investor invests $10,000 in the Income Fund for the time periods indicated and ... the cost of investing in the Growth Fund with the cost of investing in other mutual funds The example assumes an investor invests $10,000 in the Growth Fund for the time periods indicated and...

Ngày tải lên: 19/02/2014, 15:20

... HSBC Funds ING Money Market Fund / ING Series Fund, Inc ING Money Market Fund / ING Series Fund, Inc ING Money Market Fund / ING Series Fund, Inc ING Money Market Fund / ING Series Fund, Inc Liquid ... losses incurred during the year would remain in the fund and be shared by the remaining investors so long as the fund continued to redeem shares at a dollar 19 Based on behaviors observed in both ... value decline.4 By exiting quickly, investors protected themselves not only from incurred losses yet to be recognized but also from liquidity strains arising from other investors choosing to redeem...

Ngày tải lên: 19/02/2014, 15:20

... DAYS ALPINE N 1000000 1000000 4:00 PM ALPINE FINANCIAL INNOVATIONS INSTITUTIONAL INSTL 020875407 ADINX NO LOAD NON-NTF 1% < 60 DAYS ALPINE Y 1000000 1000000 4:00 PM ALPINE FINANCIAL SERVICES INSTITUTIONAL ... FIRST INVESTORS Y 1000 50 500 4:00 PM FIRST INVESTORS GROWTH AND INCOME CLASS A A 32061M407 FGINX FRONT END NON-NTF 1% < YEARS FIRST INVESTORS Y 1000 50 500 4:00 PM FIRST INVESTORS GROWTH AND INCOME ... FIRST INVESTORS Y 1000 50 500 4:00 PM FIRST INVESTORS FUND FOR INCOME CLASS A A 320600109 FIFIX FRONT END NON-NTF 1% < YEARS FIRST INVESTORS Y 1000 50 500 4:00 PM FIRST INVESTORS FUND FOR INCOME...

Ngày tải lên: 07/03/2014, 08:20

... US institutional investors. ” 600M Institutional Investors including Endowments & Foundations, Pension Funds, Insurance Funds & SWFs 500M 200M 25% – $5-$10 Billion AUM Hedge Fund “ Private investors ... Offerings I Institutional Investment in Hedge Funds: Evolving Investor Portfolio Construction Drives Product Convergence “ We only take money from institutional investors and the minimum investment ... minimum, investors are calling into question how well directional hedge fund strategies will fare in the coming period – Institutional Fund of Funds “ We can’t talk about investors like “an” investor...

Ngày tải lên: 07/03/2014, 13:20

... the Fund invested only in exchange traded funds and may have been exposed to indirect interest rate risk to the extent that the underlying funds invested in interest-bearing financial instruments ... diversify investment portfolios within the constraints of the investment guidelines Where the Fund invests in other investment fund(s), it may be indirectly exposed to the financial instrument ... Investments Inc Member of the Investment Funds Institute of Canada *Audit Committee member for BMO Global Tax Advantage Funds Inc www.bmo.com/mutualfunds BMO Investments Inc 77 King Street West,...

Ngày tải lên: 07/03/2014, 16:20

... (NAV), resulting in a redemption run by investors in favor of Treasury-only money market funds (i.e., funds that invested primarily in U.S Treasury instruments) 41 Thus, in the week following September ... Matthew P Fink, The Rise of Mutual Funds: An Insider's View, 31 (2008) Legal Topics: 52 Investment Companies Investment Advisers Industry Topics: Investment Adviser Investment Companies /Mutual Funds ... CDOs investors and investors in other instruments that have CDOs tranches in their portfolios, it is not possible to penetrate the chain backwards and value the chain based on the underlying mortgages...

Ngày tải lên: 07/03/2014, 16:20

... reserved Induced Seismicity Potential in Energy Technologies 38 INDUCED SEISMICITY POTENTIAL IN ENERGY TECHNOLOGIES SEISMICITY INDUCED BY FLUID INJECTION Injection of fluid in rocks causes an increase ... California (Appendix B) Meetings were also held in Washington, D.C and Denver, Colorado to explore induced seismicity in theory and in practice During the meeting in northern California, the ... injectate and reservoir Pore pressure increase Pore pressure increase and cooling CA (The Geysers) Attempt to maintain balance Pore pressure increase AL, CA, CO, MS, OK, TX Attempt to maintain...

Ngày tải lên: 08/03/2014, 17:20

... etc Instead of Equity Mutual funds, one must include other types of mutual funds to aid investors in Funds selection - 12 - References Annaert, J, & Van-Campenhout, G 2007, 'Time Variation in Mutual ... higher of fees is being charged by funds inspite of increasing competition It can be inferred very easily that the managers charge high fees for having some inside information to attain better performance ... funds Third screening is done according to the strategy of funds, as we are only dealing with equity mutual funds Thus, we removed money market, bond and income, and specialty mutual funds, including...

Ngày tải lên: 16/03/2014, 17:20

... on mutual fund performance Our database includes all equity funds (EF) that invest mainly in Portuguese stocks and all equity savings funds (ESF) These two types of mutual funds are equal in ... means that the investment in equity savings funds offered higher returns than the investment in equity funds Table Equity funds and equity saving funds portfolio performance Equity Funds Average ... impact on investors money, we compare an investment made in EF to an investment made in ESF For each quarter, we compute an equal weight portfolio which includes all the existing EF funds, and...

Ngày tải lên: 16/03/2014, 17:20