Wednesday, 14 April 2010

Mutual Funds Course Introduction: Basics of Mutual Fund Industry

In this article, we will provide the brief outline of any course on Mutual Funds and Mutual Fund Industry Practices which are followed. This content will enable a person to udnerstand the Basics of Mutual Fund Industry, The valuations of Mutual Funds, the mathematics of mutual Funds calculations, Mutual Fund Markets, Buying/Selling/ Redemption of Mutual Fund Units, the regulatory requirements of MF Industry, Taxation issues of MF, Various Kinds of Mutual Funds, etc.. Mutual Funds
The Concepts of Mutual Fund Market: We begin by explaining the overall concept of the Mutual Fund, how they are created and brought to the Financial markets.

Capitalization concept in Mutual Fund: In this module, the capitalization of MF is discussed

Net Asset Value (NAV) calculation of Mutual Fund Units : Now the fun begins - how to price a mutual fund and with what parameters

Various Types of Mutual Funds : Here, the different kinds of mutual funds are introduced.

Mutual Fund Buying or Purchases : Trading activities may not be possible in all mutual funds, as some of them are OTC products which are bought and sold only at the End of the day pricing. While some Mutual funds like ETF's are exchange traded and their pricing changes as like any other stock price movement.

Types of Yields available in Mutual Fund : Various parameters which indicate the yield calculations of Mutual funds.

Mutual Fund Redemption : Redemption is the process of an investor selling back his MF units back to the Mutual Fund House.

Marketing & Distribution of Mutual Funds : The scene from the other side - how the mutual fund is brought to the market and how it is sold and marketed

Use and Legal Requirement of the Mutual Fund Prospectus : Regulatory and compliance

NASD Regulations for MF industry:

Federal Taxes for Mutual Fund: Taxation of mutual funds is done differently, both for the issuers as well as the investors

Trading of Mutual Funds on Margin : Can you trade in Mutual funds, if yes, then how to leverage the limited capital for trading in MF's.

Shorting MF Units: Mechanics of Short Sales : Short sale of MF units, those who master this know how to make profits

Real Estate Investment Trust : A special kind of fund trust, specific to real estate and property investment.

Fixed and Variable Annuities : Annuity concepts

Assumed Investment Return:

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