skip to content
The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth Preview this item
ClosePreview this item
Checking...

The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth

Author: Jérôme de Lavenère Lussan
Publisher: Harlow, England ; New York : Financial Times/Prentice Hall, 2012.
Series: Financial times guides.
Edition/Format:   Print book : EnglishView all editions and formats
Rating:

(not yet rated) 0 with reviews - Be the first.

Subjects
More like this

Find a copy in the library

&AllPage.SpinnerRetrieving; Finding libraries that hold this item...

Details

Document Type: Book
All Authors / Contributors: Jérôme de Lavenère Lussan
ISBN: 9780273732853 0273732854
OCLC Number: 781556047
Description: xiii, 225 pages : illustrations ; 24 cm.
Contents: The manager. The star traders ; International legal structures for managers ; The manager and the advisor's roles ; Controls over the fund ; What to deduce from a manager's set up --
The fund. Investing in a fund ; International legal structures for funds ; Understanding where the money goes ; Fund performance --
The prospectus. Why is there a prospectus? ; Leverage and nvestment restrictions ; Fees ; The subscription and redemption forms in the prospectus ; Corroboration and gap analysis with marketing material --
Governance. Key individuals ; Organization of employees ; Directors' independence ; Management dedication --
Service providers. The missing link --
the investor ; Administrator ; Prime broker and custodian ; Other key providers --
Front and back office operations. Internal operational policies ; Verifying the application policies ; Front office workflow ; Back office workflow ; The future balance of power between front and back office --
Investment process and products. Investment process ; Key strategies ; A disciplined approach ; Dependence on research ; Using statistics and data ; Benchmarks ; Leverage ; Portfolio turnover and trading volume ; Market conditions and competitors ; Products traded and assets in your portfolio ; Capacity and AUM ; Investors and analysis ; Principals' own investments --
Risk management. Risk management processes ; Key man risk ; Market risk ; Valuation risk ; Liquidity risk ; Counterparty risk --
Compliance. Compliance status ; Compliance officer ; Systems and controls ; Financial promotion ; Financial reporting ; Insurance ; Business continuity plan ; Dealing and managing ; Anti-money laundering ; Prudential (capital requirement) --
Background checks. Relevance of background checks ; Practical steps --
Conclusion. The value of due diligence ; The future of the fund industry's service providers and advisors to investors ; New regulation --
what is it good for?
Series Title: Financial times guides.
Other Titles: Investing in funds
Responsibility: Jérôme de Lavenère Lussan.

Reviews

Editorial reviews

Publisher Synopsis

This book highlights the many pitfalls that investors often overlook or do not understand when investing. This includes a range of investment vehicles ranging from offshore hedge funds through to Read more...

 
User-contributed reviews
Retrieving GoodReads reviews...
Retrieving DOGObooks reviews...

Tags

Be the first.

Similar Items

Related Subjects:(2)

Confirm this request

You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

Linked Data


Primary Entity

<http://www.worldcat.org/oclc/781556047> # The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth
    a schema:CreativeWork, schema:Book ;
   library:oclcnum "781556047" ;
   library:placeOfPublication <http://experiment.worldcat.org/entity/work/data/1090820321#Place/harlow_england> ; # Harlow, England
   library:placeOfPublication <http://dbpedia.org/resource/New_York_City> ; # New York
   library:placeOfPublication <http://id.loc.gov/vocabulary/countries/enk> ;
   schema:about <http://dewey.info/class/332.6327/e23/> ;
   schema:about <http://id.worldcat.org/fast/978234> ; # Investments
   schema:about <http://id.worldcat.org/fast/1031190> ; # Mutual funds
   schema:alternateName "Investing in funds" ;
   schema:bookFormat bgn:PrintBook ;
   schema:creator <http://viaf.org/viaf/232635477> ; # Jérôme de Lavenère Lussan
   schema:datePublished "2012" ;
   schema:description "The manager. The star traders ; International legal structures for managers ; The manager and the advisor's roles ; Controls over the fund ; What to deduce from a manager's set up -- The fund. Investing in a fund ; International legal structures for funds ; Understanding where the money goes ; Fund performance -- The prospectus. Why is there a prospectus? ; Leverage and nvestment restrictions ; Fees ; The subscription and redemption forms in the prospectus ; Corroboration and gap analysis with marketing material -- Governance. Key individuals ; Organization of employees ; Directors' independence ; Management dedication -- Service providers. The missing link -- the investor ; Administrator ; Prime broker and custodian ; Other key providers -- Front and back office operations. Internal operational policies ; Verifying the application policies ; Front office workflow ; Back office workflow ; The future balance of power between front and back office -- Investment process and products. Investment process ; Key strategies ; A disciplined approach ; Dependence on research ; Using statistics and data ; Benchmarks ; Leverage ; Portfolio turnover and trading volume ; Market conditions and competitors ; Products traded and assets in your portfolio ; Capacity and AUM ; Investors and analysis ; Principals' own investments -- Risk management. Risk management processes ; Key man risk ; Market risk ; Valuation risk ; Liquidity risk ; Counterparty risk -- Compliance. Compliance status ; Compliance officer ; Systems and controls ; Financial promotion ; Financial reporting ; Insurance ; Business continuity plan ; Dealing and managing ; Anti-money laundering ; Prudential (capital requirement) -- Background checks. Relevance of background checks ; Practical steps -- Conclusion. The value of due diligence ; The future of the fund industry's service providers and advisors to investors ; New regulation -- what is it good for?"@en ;
   schema:exampleOfWork <http://worldcat.org/entity/work/id/1090820321> ;
   schema:inLanguage "en" ;
   schema:isPartOf <http://experiment.worldcat.org/entity/work/data/1090820321#Series/financial_times_guides> ; # Financial times guides.
   schema:name "The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth"@en ;
   schema:productID "781556047" ;
   schema:publication <http://www.worldcat.org/title/-/oclc/781556047#PublicationEvent/harlow_england_new_york_financial_times_prentice_hall_2012> ;
   schema:publisher <http://experiment.worldcat.org/entity/work/data/1090820321#Agent/financial_times_prentice_hall> ; # Financial Times/Prentice Hall
   schema:workExample <http://worldcat.org/isbn/9780273732853> ;
   umbel:isLike <http://bnb.data.bl.uk/id/resource/GBB080765> ;
   wdrs:describedby <http://www.worldcat.org/title/-/oclc/781556047> ;
    .


Related Entities

<http://dbpedia.org/resource/New_York_City> # New York
    a schema:Place ;
   schema:name "New York" ;
    .

<http://experiment.worldcat.org/entity/work/data/1090820321#Agent/financial_times_prentice_hall> # Financial Times/Prentice Hall
    a bgn:Agent ;
   schema:name "Financial Times/Prentice Hall" ;
    .

<http://experiment.worldcat.org/entity/work/data/1090820321#Series/financial_times_guides> # Financial times guides.
    a bgn:PublicationSeries ;
   schema:hasPart <http://www.worldcat.org/oclc/781556047> ; # The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth
   schema:name "Financial times guides." ;
   schema:name "Financial times guides" ;
    .

<http://id.worldcat.org/fast/1031190> # Mutual funds
    a schema:Intangible ;
   schema:name "Mutual funds"@en ;
    .

<http://id.worldcat.org/fast/978234> # Investments
    a schema:Intangible ;
   schema:name "Investments"@en ;
    .

<http://viaf.org/viaf/232635477> # Jérôme de Lavenère Lussan
    a schema:Person ;
   schema:familyName "Lavenère Lussan" ;
   schema:givenName "Jérôme de" ;
   schema:name "Jérôme de Lavenère Lussan" ;
    .

<http://worldcat.org/isbn/9780273732853>
    a schema:ProductModel ;
   schema:isbn "0273732854" ;
   schema:isbn "9780273732853" ;
    .

<http://www.worldcat.org/title/-/oclc/781556047>
    a genont:InformationResource, genont:ContentTypeGenericResource ;
   schema:about <http://www.worldcat.org/oclc/781556047> ; # The Financial times guide to investing in funds : how to select investments, assess managers and protect your wealth
   schema:dateModified "2018-03-10" ;
   void:inDataset <http://purl.oclc.org/dataset/WorldCat> ;
    .


Content-negotiable representations

Close Window

Please sign in to WorldCat 

Don't have an account? You can easily create a free account.