Mutual Fund

Author: Cong Shuhai
Publisher:
Publish Date: 2005-08-01
Features: This book covers the concepts and characteristics of investment funds, the legal forms and operational methods of investment funds, the development of the investment funds industry both domestically and internationally, and their status and role in the financial system. It also includes knowledge on the types of investment funds, the risks and registration of major fund types, the main responsibilities, internal management, and internal control of fund management companies and fund custodian banks; fund marketing; fund valuation, fees, and accounting; fund income distribution and taxation; fund information disclosure; and fund regulation. The content of this book also includes investment portfolio theory and its application, asset allocation management, investment portfolio management of stocks and bonds, and fund performance measurement, among other investment-related topics. Through studying this book, readers are expected to master the basic theories and operational practices of investment funds, as well as investment-related knowledge relevant to fund investment management; and to familiarize themselves with the basic requirements of relevant laws, regulations, and self-regulatory norms.