«FUND SUPERMARKET»に関連する英語の本
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1
Fund Governance: Legal Duties of Investment Company Directors
7.06 Special Distribution Channel Oversight [1] — Fund Supermarkets
Distributing a mutual fund's shares through a "fund supermarket" creates special
duties for the fund's board of directors. In a typical fund supermarket, the sponsor
of the ...
Robert A. Robertson, 2001
2
Mutual Funds: An Introduction to the Core Concepts
Switching assets between funds required filling out new applications, mailing
checks or arranging wire transfers, etc. In 1984, the process was simplified with
the creation of the first mutual fund supermarket, established by a brokerage firm.
3
Someone Will Make Money on Your Funds - Why Not You: A ...
A fund supermarket transaction may not be a bad deal for investors who value
convenience and hold small fund positions. In fact, this marketing channel owes
its popularity to the fact that it can be an efficient distribution mechanism for many
...
4
Kiplinger's Personal Finance
Are you using a fund supermarket to execute decisions that you've already made
? If so, you don't need the wide range of information and tools that Schwab and
Fidelity offer. Schwab's Web site is designed so that people "can do everything ...
5
How to Create and Manage a Mutual
Fund or Exchange-Traded ...
Hundreds of potential shareholders flock to their local fund supermarket
clamoring to buy shares of your mutual fund. The supermarketsets
upaccountsforitscustomers and executes their wishes. At the end of the day, the
supermarket totals the ...
6
The
Fund Industry: How Your Money is Managed
Enter themutual fund supermarket. Fewother innovations have made as big an
impact onthe fund industry. Today's version was introduced inthe early 1990s,
andit has since transformed the way investors buy and sell funds.Like
supermarkets ...
Robert Pozen, Theresa Hamacher, 2011
7
The Pocket Idiot's Guide to Investing in Mutual Funds
Each mutual fund supermarket has its own fee structure. You will usually find that
some of the mutual funds on the list have lower fees or commissions to buy than
others because the mutual fund supermarket has a sales or marketing ...
8
Mutual Funds: Portfolio Structures, Analysis, Management, ...
Evidence of this choice is the growth in open-end fund distribution innovations,
such as fund supermarket platforms (Reid and Rea, 2003). Similar to a
supermarket for groceries, a fund supermarket offers a one-stop-shop for funds.
Beginning ...
9
Morningstar Guide to Mutual Funds: Five-Star Strategies for ...
How Can I Find the Best Fund Supermarket? IN YOUR GRANDPARENTS' day,
they had tovisit thebutcher, the baker, the greengrocer, and maybe even the
druggistand the bootlegger to get everything they needed. Now we can get all
those ...
10
Investments: Analysis and Management
A popular trend concerning indirect investing is the mutual fund “supermarket”—
indeed, a number of observers feel that fund supermarkets are the future of
mutual funds sold directly to investors. Fund supermarkets are a mechanism by
which ...
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Tax-Efficient 'Bucket' Portfolios for Schwab Supermarket Investors
... have to pay for eye-level placement on your grocery store shelves, mutual funds, too, have to pay for placement in a fund supermarket. «Morningstar.com, 7月 15»
Pensions freedoms set to impact platform selection
The big fund supermarket platforms are experiencing considerable outflows, with more than £6.5bn of assets moving elsewhere each quarter. «FT Adviser, 6月 15»
Grexit: the straw that could break the bull's back
... investment officer at Tilney Bestinvest, the fund supermarket and wealth manager, suggests that's only if they take a narrow look at the world. «Citywire.co.uk, 6月 15»
Caution urged over Woodford trust premium
... think it is worth buying any trust on a large premium,” said Mark Dampier, head of research at Hargreaves Lansdown, the fund supermarket. «Financial Times, 6月 15»
Platforms remain bullish on trust access
... to investment trusts, in the face of calls for a widening of their investment options, while one fund supermarket says change is on the horizon. «FT Adviser, 6月 15»
Hargreaves Lansdown offers flat-rate pensions guidance
Hargreaves Lansdown, the fund supermarket, has launched a low-cost planning service for retirees, becoming the first big operator to pitch for ... «Financial Times, 6月 15»
INVESTMENT CLINIC: I want to start investing for the first time
Holly Black of Money Mail replies: A fund supermarket, also known as a DIY investing platform, is basically a one-stop shop for investing in ... «This is Money, 6月 15»
Fund supermarkets: Aviva launches, Cofunds for sale
Aviva has launched a DIY investment platform as rival Legal & General looks to sell Cofunds, the fund supermarket used by financial advisers. «Citywire.co.uk, 6月 15»
'We are not a fund supermarket, but a specialist boutique'
The competition is heating up in the mutual funds segment with many new entrants. In this exclusive interview with BusinessLine, Aashish P ... «Hindu Business Line, 6月 15»
COL set to launch 1st online fund supermarket in the PH
The most common answer is to "work hard and save," but that strategy can only go so far. You need to invest and make your money work for ... «Rappler, 5月 15»
