Asset Management Companies A Beginner’s Perspective The essential purpose behind writing this article is to provide you with: 1. A perspective on how Asset Management companies (commonly known as Mutual Fund houses) run 2. What their business & revenue model is; and 3. A beginner’s perspective on various positions/roles benchmarked as part of annual C&B survey. Getting Started Before I dive into the definition of an Asset Management Company‚ it is important that we have a
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Comparatives Study Between Mutual Funds Offer by HDFC and ICICI Companies Name: Rajesh Godara (2008 -2010) Title: Comparatives Study Between Mutual Funds Offer by HDFC and ICICI Companies Objectives: * To analyze the concept and parameters of Mutual Fund * To project Mutual Fund as the ‘productive avenue’ for investing activities. * To show the wide range of investment options available in Mutual Funds by explaining its various schemes. * Tell about the ratios Sharpe’s ratio
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for AMFI Test 1. A close-ended mutual fund has a fixed : a. NAV b. fund size c. rate of return d. number of distributors 2. The maximum load that a fund can charge is determined by the : a. AMC b. SEBI c. AMFI d. distribution agents based on demand for the fund 3. The amount required to buy 100 units of a scheme having an entry load of 1.5% and NAV of Rs.20 is : a. Rs.2000 b. Rs.2015 c. Rs.1985 d. Rs.2030 4. A gilt fund is a special type of fund that invests : a. in very high
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Indian mutual fund industry Distribution continuum: Key to success kpmg.com/in Foreword Though India’s savings rate has been between 30-35 per cent since last few years‚ investment in mutual funds have been minimal as compared to other avenues for investment1. Emphatically speaking‚ mutual fund business follows a business to business model (B2B) rather than a business to consumer (B2C) model and hence‚ distribution is a critical success factor for any mutual fund. Despite the efforts
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1 www.modelexam.in offers Online Mock Test for NISM‚ Insurance & Banking Exams. Register Now! ====================================================================== STUDY NOTES for NISM SERIES V MUTUAL FUND DISTRIBUTORS Exam (Earlier - AMFI Exam) Prepared By www.modelexam.in (CLICK THE LINK ABOVE TO WRITE NISM MFD EXAM MODEL TEST) Register at www.modelexam.in & Click “BUY PREMIUM EXAM” Button on the MEMBER PAGE to make payment TRIAL PLAN : Rs 99 for 2 Online Model Tests PLAN A : Rs
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each financial intermediary Here the answers are not including the information intermediaries since we can differentiate intermediaries into two types in the capital market‚ one is financial intermediaries such as venture capital firms‚ banks‚ mutual funds‚ and insurance companies‚ and the other is information intermediaries such as auditors‚ financial analysts‚ bond-rating agencies‚ and the financial press. a) Venture Capitalists (VCs) There are several types of VCs that invest in companies
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References: 2. Cliff Mayfield‚ Grady Perdue & Kevin Wooten‚ (2008). Investment Management and Personality Type‚ Financial Services Review 17 (2008)‚ Pg 3. Das‚ B. S. Mohanty & Shil‚ N. C. (2008). Mutual Fund vs. Life Insurance : Behavioral Analysis of Retail Investors‚ International Journal of Business and Management (ISSN 1833-3850)‚ Vol. 3‚ No. 10 (October 2008)‚ Pg. No. 89-103. 4. Dhiraj‚ Jain & Ms. Ruhika Kothari‚ (2012). Investor’s Attitude Towards
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Chapter 13 Investment Company (会社型投信) Investment Companies A corporation or trust in which investors pool their funds and are usually organized as corporations in the same manner as any other business corporation. However‚ some have been established as trusts and as such are supervised by trustees rather than dir ① Diversification Advantages of Investment ② Professional Management Company ③ Liquidity The basic legistration governing investment company and difines and classifies investment
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Financial Markets” gives a brief idea regarding the various investment options that are prevailing in the financial markets in India. With lots of investment options like banks‚ Fixed Deposits‚ Government bonds‚ stock market‚ real estate‚ gold and mutual funds the common investor ends up more confused than ever. Each and every investment option has its own merits and demerits. Any investor before investing should take into consideration the safety‚ liquidity‚ returns‚ entry/exit barriers and
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for Index Fund Portfolios Investors holding only index funds have a better chance for success Authors RICHARD A. FERRI‚ CFA Portfolio Solutions®‚ LLC ALEX C. BENKE‚ CFP ® Betterment June 2013 A Case for Index Fund Portfolios EXECUTIVE SUMMARY The success of index investing in individual asset class categories has been widely documented. However‚ surprisingly little research is available that compares the performance of diversified portfolios of index funds with portfolios
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