Chapter 13 Mutual Funds: Professionally Managed Portfolios Mutual Funds Learning Goals Describe the basic features of mutual funds, and note what they have to offer as investment…

Mutual Fund Origin The origin of the Indian mutual funds industry dates back to 1963 when the Unit Trust of India (UTI) came into existence at the initiative of the Government…

Mutual Fund Origin The origin of the Indian mutual funds industry dates back to 1963 when the Unit Trust of India (UTI) came into existence at the initiative of the Government…

1.1. OVERVIEW OF THE INDUSTRY Life is very fragile and death is a certainty. We cannot control the uncertainties of life. But, we can cover the risks surrounding us. Life…

Interest rates 1. When interest rates declined, many individuals withdrew their deposits and invested in stock mutual funds and bond mutual funds. Pg. 652 fmi7e 2. managing…

What is BOND ? In finance, a bond is a debt security, in which the authorized issuer owes the holders a debt and, depending on the terms of the bond, is obliged to pay interest…

Financial Choices 1 Roy Russell, CFP www.TheLifeGroup.org 4/7/2014 The LIFE Financial Group Douglassville, PA 4/7/2014 2 The LIFE Financial Group Inc. 4/7/2014 3 The LIFE…

1. Careers in Finance January 5, 2005 See the Disclosure Appendix for the AnalystCertification and Other Disclosures. Scott Peng 2. PhD in Engineering / Science from MIT…

1. See the Disclosure Appendix for the Analyst Certification and Other Disclosures.Car eer s in Finance January 5, 2005Scott Peng Citigroup Global Markets 2. The Basics•…

1. Careers in Finance January 5, 2005 See the Disclosure Appendix for the AnalystCertification and Other Disclosures. Scott Peng 2. PhD in Engineering / Science from MIT…