Trends in the Mutual Fund Industry - Online

An excellent introduction to the global mutual fund industry, this course explores the types of mutual funds, the fund selection process, and the structure of mutual fund companies. As the popularity of mutual funds explodes, this course also examines the trends that are shaping the industry, including indexation, exchange-traded funds and the booming retirement market.

This course replicates the content from lesson 5 of Mutual Funds - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$120.00
Instructional Method:
Self-Study
Level: Basic
CPE Credits: 2

Entry-level analysts, institutional salespersons and traders, aspiring portfolio managers, individual investors
Students will be able to:
  • Describe how the mutual fund industry is affected by the current investment trends of the 'baby boom' generation.
  • Explain defined contribution plans and evidence of their global growth and popularity
  • Recognize characteristics of the new types of mutual funds that have developed in response to recent investor demand.
  • Identify new Distribution Channels for mutual funds.
  • Contrast the advantages and disadvantages of global deregulation.
Trends in the Mutual Fund Industry
  • Boom in the industry
  • Shift to Defined-Contribution pension plans
  • Developments in fund types
  • Distribution channels
  • Global deregulation
  • Future of global mutual fund investing