International Funds

A Practical Guide
Erscheinungsjahr 2004
ISBN: 978-0-08-097303-6
Verlag: Elsevier Science

Buch, Englisch, 240 Seiten, Format (B × H): 156 mm x 233 mm

International Funds will provide readers with:*A greater understanding of the benefits and limitations of funds to both retail and institutional investors*An easy-to-read, yet technically comprehensive, insight into fund structures *An overview of the variety of legal structures, regulatory categories and investment profiles available*A detailed understanding of the practical aspects of fund valuation and administration, and the role of the various practitioners*A view of the future of the international funds industry in the light of changing markets, regulation and investor appetite

Autoren/Hrsg.

Turner, Catherine

Inhaltsverzeichnis

Principles of fund managementThe concept of collective investment schemesDifferent fund structuresThe regulatory environmentPractical aspects of fund managementOverview of the operation of a fundValuations and pricingDocumentationThe dealing deskInvestment restrictions on regulated funds and tax mattersIncome distributionsDistribution of fundsDevelopmentsThe UK marketA comparison of some international funds centres, their advantages and disadvantagesDevelopments in international market

Über Autor(innen)

Turner, Catherine
Catherine is Group Compliance Officer for Maitland (www.maitlandgroup.com) and also
an Associate Lecturer in Financial Services at the Isle of Man College of Further Education.
Prior to her current position she was Head of Legal, Compliance and Risk - Global Fund Services, Bank of Bermuda (Isle of Man) Ltd. She has been in the financial services industry for 20 years. She has also held positions as Manager, Marketing and Product Development for an international financial services provider, and was a Policy Adviser to the Isle of Man Government Financial Supervision Commission specialising in the development of the regulatory framework for collective investment schemes. She is a Fellow of the Chartered Institute of Bankers, a Member of the Securities Institute, a Member of the Society of Financial Advisers and an Associate of the Life Insurance Association by Diploma.She lectures internationally on subjects including fund management, regulation and compliance, insider dealing, investor protection regimes, and mortgage lending, and is Associate Lecturer, Financial Services at the Isle of Man College of Further Education. She has been engaged by the Africa Centre for Investment Analysis to deliver a 3-day course in November 2003 covering Insider Dealing Regimes, Investor Protection Regimes and International Funds.