Video Series - ISBN:0000000000

Video Series

Date: 12 April 2011, 16:28

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This video series follows the organization of the first nine chapters of Robert Pozen’s The Mutual Fund Business. 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.
Module1 – Investing through mutual funds 45 min
Module2 – background on Mutual fund Industry 45 min
Module3 – regulations affecting mutual fund industry 45 min
Module4 – portfolio mgmt of Bond mutual fund 45 min
Module5 – portfolio mgmt of stock mutual fund 45 min
Module6 – stock trading for mutual funds 45 min
Module7 – retail marketing of mutual funds 45 min
Module8 – retirement plans and the mutual fund business 45 min
Module9 – The transfer agent and servicing of shareholders 45 min

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