Mutual Fund

Author: Li Yao
Publisher:
Publish Date: 2006-09-01
Features: This section covers the concepts and characteristics of investment funds, the legal forms and operational methods of investment funds, the development overview of the investment fund industry both domestically and internationally, and their role and function in the financial system. It also includes the types of investment funds, the risk-return characteristics and analytical methods of major fund types, the fundraising, trading, and registration of funds, the main responsibilities, internal management, and internal control of fund management companies and fund custodians, fund marketing, fund valuation, fees, and accounting, fund income distribution and taxation, fund information disclosure, and fund regulation. This section also includes investment-related content such as portfolio theory and its applications, asset allocation management, investment portfolio management for stocks and bonds, and fund performance measurement. Through the study of this section, students are expected to master the basic theories, operational practices, and investment-related knowledge of investment funds, as well as the fundamental requirements of relevant laws, regulations, and self-regulatory norms.