Questions tagged [fund-manager]
19 questions
46
votes
12 answers
Is it legal if I'm managing my family's entire wealth?
My family (father, mother, and brother) have allowed me to invest their money in the stock market and other types of investments (real estate, bonds and mutual funds).
Is it legally okay to do all the investments under my name? Which means that I…
Anoneemus
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3 answers
When to hire an investment professional?
I have a large (on the order of several year's worth of pay) amount of money currently invested in a few mutual funds that collectively match my suggested asset mix (based on risk tolerance and timeline to retire). But I'm not nearly a finance…
doughman
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7
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2 answers
What is the role of a manager in a passively managed index fund?
For example, what do the portfolio managers for the TD Canadian Index Fund (TD Asset Management) actually do?
There should not be any need for portfolio managers, because no trading is involved. Also, an automated system will re-balance itself based…
Victor123
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4
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2 answers
What is the difference between a fund manager and a portfolio manager?
What is the difference between: a fund manager, a portfolio manager and a trader?
Victor123
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4
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2 answers
What resources can I use to try and find out the name of the manager for a given fund?
I'm looking to find out the name(s) of the fund manager(s) for a given fund - where can I go to find this information out? Are there any third-party sources for this info?
blueberryfields
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When should you use an actively managed mutual fund in a 401k?
Why should you use an actively managed fund for your 401k? I have read several questions and answers on this and other sites and it seems like it's generally better to go with funds that follow the indices.
Is there a situation when using a managed…
atk
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2
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1 answer
Santander investment platform
Santander (the bank) offer an 'investment platform', where you can invest in various funds (albeit, a limited range) for a management fee.
Is this a reasonable provider to use? What are the pros and cons over an online broker?
Cloud
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1 answer
How do management fees affect the money invested in a mutual fund
On mutual fund brochures, they state a management fee and also a MER.
How to interpret these two numbers? For example, if management fee is 1% and MER is 2%, then for an investment of 100$, does it mean only 97$ (100 - 3) are actually invested and…
Victor123
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2 answers
What is "wealth planning" and such services?
My bank is offering me "wealth planning services." I have searched around, but can't find a canonical definition on what this means exactly. I find it being used synonymously with things like "fund management," "high net worth planning," and even…
Bega Bype
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2 answers
How does a portfolio of long stocks and short futures generate profits
When a portfolio manager goes long a basket of stocks (that make up an index) and hedges his market risk by shorting the corresponding index future, what is his source of potential profit?
He cannot hope to profit/lose by the appreciation of his…
Victor123
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1 answer
What is the difference between the asset management division in an investment bank and an investment company?
I am curious to know what the difference between the two, for example, say asset management at JP Morgan versus BlackRock.
Part of the difference could be due to fiduciary obligation. Specifically, there would be a conflict of interest for asset…
zsljulius
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1 answer
How exactly do Authorized Participants determine the securities to exchange?
Inspired by "How are active ETFs possible?", I wonder about the following:
As part of the regular creation process, Authorized Participants (APs) are supposed to hand in a basket of securities at the fund and get a bunch of ETF shares in turn.
But…
glglgl
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How best to comply with Regulation D of the Securities Act?
I am under the impression that there are some restrictions on raising money from outside investors for an investment fund. In particular Regulation D of the Securities Act of 1933 provides a few “exemptions,” but these come along with extra…
Taylor
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0
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2 answers
Do hedge fund managers track daily movements in their portfolio?
I’m reading the book “The Outsiders” by William Thorndike and in it he claims “[Warren Buffett] has never had a stock ticker [in his office]”.
I understand Buffett is an extraordinarily unique case, but more generally, do hedge fund managers and…
cph2117
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0
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1 answer
How does gearing work in an unlisted property fund?
I am trying to work out how gearing is calculated on a Fund I am looking at. It has an example that says if the Fund is worth $10m and gearing is 35% then the 'gross' value of the fund is $15.38m. However when I calculate it I get a gross value of…
NewInvestor
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