Mutual Funds

 
  • Price: US$ 100.00
  • Publisher: KESDEE
  • Number of modules: 10
  • Length: 10 - 20 hours
  • Language: English
  • Subscription: 12 months
whats-included

Learn the Operations and Strategies of Mutual Funds

This detailed set of 10 modules gives you all the information you need to understand the inner working of mutual funds. 

If you want to manage money (or are already doing so), this is the course for you.

Corporate buyers: contact us for information on how to license this Mutual Funds course for your bank or fund.

 

Mutual Funds: 10 modules of 1 - 2 hours each


1. Introduction to Mutual Funds

  • Concept of mutual funds
  • Basic types of mutual funds
  • Advantages of mutual funds
  • Difference between mutual funds and bank deposits

2. Structure and Constituents of Mutual Funds

  • Structure and Constituents of mutual funds
  • Mutual funds in the USA and elsewhere.
  • Difference between a mutual fund and a commercial bank

3. Various Types of Mutual Fund Products

  • Basic classification of mutual funds
  • Other products similar to mutual funds

4. Management of Bond Fund Portfolio

  • Investment of bond funds
  • Basic characteristics of a bond
  • Bond valuation
  • Risks in bond investment
  • Techniques to enhance bond fund performance
  • Managing the bond fund

5. Management of equity fund portfolio

  • Equity portfolio
  • Types of risks and returns that different asset classes offer
  • Equity share
  • The value of equity shares
  • Three types of equity shares
  • Equity research
  • Valuation
  • Passive and active portfolio management
  • Portfolio strategies

6. Accounting and Valuation of Mutual Funds

  • Net Asset Value
  • Calculating net asset value
  • Valuing the assets of the mutual fund
  • Financial statements prepared by the mutual fund
  • Accounting principles

7. Prospectus and Annual Reports of a Mutual Fund

  • Meaning and importance of mutual fund prospectus
  • The contents of a mutual fund prospectus
  • The operational aspects an investor should be familiar with
  • What does the annual report contain?
  • Shareholder expense
  • Investment profile
  • Statement of assets and liabilities
  • Statement of operations
  • Statement of changes in net assets
  • Financial highlights
  • Notes on financial statements

8. Evaluation of a Mutual Fund's Performance

  • Measuring fund performance
  • Measuring return
  • Measuring risk
  • Risk-adjusted return
  • Comparing fund performance with a reference
  • Various standardized performance systems
  • Limitations of performance measurement and evaluation

9. Regulations of Mutual Fund Industry

  • Contextual significance of mutual fund regulation
  • Legal environment of mutual funds
  • Supervision and regulation
  • Principles of mutual fund regulation
  • Standards
  • Rights of investors
  • Role of industry players in furthering regulatory objectives
  • Market context
  • Transparency and disclosure
  • Limits on fees and expenses
  • Internal governance within mutual fund complexes

10. Trends in Mutual Fund Industry

  • Size and segments of the mutual fund industry
  • Competition in the industry
  • Factors that have contributed to the industry's growth
  • Fees and expenses