Robert C.Pozen – The Mutual Fund Business Video Series (9 DVD)

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Robert C.Pozen – The Mutual Fund Business Video Series (9 DVD)

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Get Robert C.Pozen – The Mutual Fund Business Video Series (9 DVD) at tradingcoursezone.com

Description

This video series follows the organization of the first nine chapters of Robert Pozen’s The Mutual Fund Business . Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary.

The series is divided into three sets:

Introduction to Mutual Funds
1. Investing through Mutual Funds
2. Background on the Mutual Fund Industry
3. Regulations Affecting the Mutual Fund Industry

Portfolio Management of Mutual Funds
4. Portfolio Management of Bond Mutual Funds
5. Portfolio Management of Stock Mutual Funds
6. Stock Trading for Mutual Funds

Mutual Fund Marketing and Shareholder Servicing
7. Retail Marketing of Mutual Funds
8. Retirement Plans and the Mutual Fund Business
9. The Transfer Agent and the Servicing of Shareholders.

Review

“These videos are a great educational tool for fund shareholders who want to understand how their mutual funds are actually managed and operated. They provide an informative and lively look at the inner workings of mutual fund companies.”
– André F. Perold , Sylvan C. Coleman Professor of Financial Management, Harvard Business School

“No one knows the mutual fund business better than Bob Pozen and Fidelity. Here is a set of tapes that starts at the very beginning and carefully provides the concepts and background every budding investment professional should be familiar with. ”
– Andrew Tobias , financial writer and creator of financial software

About the Author

Robert C. Pozen is President and Chief Executive Officer of Fidelity Management and Research Co., the largest manager of mutual funds in the world.

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