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There has been an explosion in the number and types of mutual fund companies in recent years. The funds themselves have become more complex and diversified, competing with other investments for savings, IRAs or education. Learn about the structure of a mutual fund company, fund families, open and closed funds, sector, equity, index, bond funds and how they are marketed. Become immersed in the terminology and nuances of the different mutual fund products.
| Topics include: |
• Characteristics of mutual funds
• Costs of investments and valuation |
• Illustration of fund classes
• Organization of an investment management company |
| Benefits of attendance: |
• Comprehend complexities of mutual funds
• Examine fund structure and management
• Explore fund distribution networks |
• Identify product characteristics
• Understand how mutual funds earn money
• Use associated product language |
| Staff from the following areas should attend: |
• Information Technology
• Middle Office
• Operations |
• Reference Data
• Regulatory Reporting
• Sales |
No prior knowledge required |
