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Virtual Event Prospecting, Generating Leads and Managing Fear
This week we explore the topics of prospecting through virtual events, low-cost lead...
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These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
| Mutual Fund | Assets Under Managment |
|---|---|
| BlackRock | $4.59 Trillion |
| Vanguard | $2.86 Trillion |
| State Street | $2.48 Trillion |
| Pimco | $1.97 Trillion |
| Fidelity | $1.95 Trilion |
Receive email updates about best performers, news, CE accredited webcasts and more.
This week we explore the topics of prospecting through virtual events, low-cost lead...
Todd Rosenbluth
|
Thematic fund research based on proprietary analytics from CFRA
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
| Mutual Fund | Assets Under Managment |
|---|---|
| BlackRock | $4.59 Trillion |
| Vanguard | $2.86 Trillion |
| State Street | $2.48 Trillion |
| Pimco | $1.97 Trillion |
| Fidelity | $1.95 Trilion |
Receive email updates about best performers, news, CE accredited webcasts and more.
This week we explore the topics of prospecting through virtual events, low-cost lead...
Todd Rosenbluth
|
Thematic fund research based on proprietary analytics from CFRA
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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