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Mutual Funds a Conceptual Approach - Table of Contents
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Overview
Preface
Table of Contents
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Offering: Mutual Funds a Conceptual Approach
Titles: Fundamental of Mutual Funds in Canada
By Patrick O'Meara
1. An Introduction to Mutual Fund Investing
1.1 - Learning Outcome Statments (LOS)
1.2 - The Concept of a Mutual Fund
1.3 - The Five Primary Investment Objectives
1.4 - Investment Objectives: Risk, Time and Return
2. Why Investors Use Mutual Funds as an Investment Tool
2.1 - Learning Outcome Statments (LOS)
2.2 - The Five Advantages to Using Mutual Funds as an Investment Tool
3. The Organizational Structure of a Mutual Fund
3.1 - Learning Outcome Statements (LOS)
3.2 - The Mutual Fund Company
3.3 - The Management Company
3.4 - The Transfer Agent
3.5 - The Custodian
3.6 - The Fund Distributor (Sales Force)
3.7 - The Portfolio Manager
4. The Mutual Fund Universe in Canada
4.1 - Learning Outcome Statements (LOS)
4.2 - Differentiating Between Open-End and Closed-End Mutual Funds
4.3 - The Three Basic Categories of Open-End Mutual Funds
5. The Essence of a Mutual Fund: Its Underlying Assets and Liabilities
5.1 - Learning Outcome Statements (LOS)
5.2 - The Assets and Liabilities of a Mutual Fund
5.3 - The Price per Share for a No Load Mutual Fund
6. Management Expense Fees: What Mutual Fund Managers Get Paid
6.1 - Learning Outcome Statements (LOS)
6.2 - Management Fees
6.3 - Calculating the Management Expense Ratio (MER)
7. A Basic Primer on the Economics of Money Capital
7.1 - Learning Outcome Statements (LOS)
7.2 - The Nature of Investment Capital
7.3 - The Cost of Borrowing
8. An Overview of Liquid Investments
8.1 - Learning Outcome Statements (LOS)
8.2 - Liquid Investments
8.3 - The Money Markets
9. An Overview of Investments That Offer Safety of Principal
9.1 - Learning Outcome Statements (LOS)
9.2 - Fixed Income Investments
9.3 - Understanding Bond ``Speak''
9.4 - Secured and Unsecured Bonds
9.5 - Bonds with Embedded Options
9.6 - Mortgages
10. The Risks and Returns of Bond Investing
10.1 - Learning Outcome Statements (LOS)
10.2 - The Risks of Investing in Bonds
10.3 - Calculating Bond Yields
11. The Economics of Interest Rates and the Yield Curve
11.1 - Learning Outcome Statements (LOS)
11.2 - What is a Yield Curve?
12. A Brief Overview of Corporate Profits and Dividends
12.1 - Learning Outcome Statements (LOS)
12.2 - Why do we Invest in Common and Preferred Shares?
12.3 - Corporate Profits and Distribution to Shareholders
12.4 - The Board of Directors and Dividends
13. Preferred Shares: A Hybrid Between Income and Safety
13.1 - Learning Outcome Statements (LOS)
13.2 - What is a Preferred Share?
13.3 - Preferred Share Dividends: Fixed and Variable Dividend Rates
13.4 - Participating Preferred Shares
13.5 - Preferred Shares with Embedded Options
13.6 - Valuing a Preferred Share
14. Common Shares: Total Return from Growth and Dividends
14.1 - Learning Outcome Statements (LOS)
14.2 - What are Common Shares? What Rights Do They Offer Investors?
14.3 - Total Return
15. Calculating the Intrinsic Value of a Common Stock
15.1 - Learning Outcome Statements (LOS)
15.2 - The Variables that Affect the Value of a Common Stock
16. An Introduction to Risk Adjusted Returns
16.1 - Learning Outcome Statements (LOS)
16.2 - Defining What is Meant by the Term ``Risk''
16.3 - Total Return and Total Risk
16.4 - Understanding Total Risk: Systematic and Unsystematic Risk
16.5 - Risk Adjusted Returns: The Capital Asset Pricing Model (CAPM)
16.6 - Calculation of an Investor's Required Rate of Return: The CAPM
16.7 - Measuring Risk in Bond Portfolio
17. The Basics of Derivatives Markets
17.1 - Learning Outcome Statements (LOS)
17.2 - Defining the term ``Derivative''
17.3 - Options: Rights but no Obligations
17.4 - Futures Contracts
17.5 - Rights and Warrants
18. How Mutual Funds Help Investors Achieve their Investment Objectives
18.1 - Learning Outcome Statements (LOS)
18.2 - Funds that Offer Liquidity and Income
18.3 - Funds that Offer Relative Safety of Principal and Income
18.4 - Funds that Offer Income and Growth
18.5 - Funds that Offer Growth
18.6 - International and Global Funds
18.7 - Specialty Funds: Potential for Growth but Less Diversification
18.8 - Real Estate Funds
19. The Portfolio Manager
19.1 - Learning Outcome Statements (LOS)
19.2 - The Portfolio Manager
19.3 - Investment Management: Passive versus Active Investment Management
19.4 - How do Active Portfolio Managers Pick Stocks?
20. The Portfolio Manager's Job: Analyzing and Selecting Investments
20.1 - Learning Outcome Statements (LOS)
20.2 - Selection Effect and ROI
20.3 - The Three Primary Financial Statements
20.4 - Ratio Analysis: A Tool of Fundamental Analysis
21. Analyzing Mutual Fund Performance
21.1 - Learning Outcome Statements (LOS)
21.2 - Reporting Mutual Fund Performance in Canada
21.3 - Attribution Analysis
21.4 - Breaking Down Return Investment of a Portfolio
22. An Overview of Financial Asset Markets
22.1 - Learning Outcome Statements (LOS)
22.2 - What is a Market?
22.3 - A Basic Supply and Demand Model
22.4 - The Financial Markets and the Laws of Supply and Demand
22.5 - Financial Markets
23. Trading Securities and the Creation of ``New'' Securities
23.1 - Learning Outcome Statements (LOS)
23.2 - The Securities Industry in Canada
23.3 - The Creation of a New Security
23.4 - The Language of Stock Trading
24. Buying Stocks on Margin and Short Selling
24.1 - Learning Outcome Statements (LOS)
24.2 - Leverage
24.3 - Buying Stocks on Margin
24.4 - Short Selling Stock
25. The Macroeconomic Environment and Investing
25.1 - Learning Outcome Statements (LOS)
25.2 - What is Macroeconomics?
25.3 - Measuring Economic Performance
25.4 - Nominal and Real GDP
25.5 - Inflation
25.6 - Why is Inflation the Enemy of Investors?
25.7 - Measuring Unemployment
25.8 - The Phillips Curve: The Relationship between Unemployment and Inflation
25.9 - Government Policy
26. A Primer on Dollar Cost Averaging
26.1 - Learning Outcome Statements (LOS)
26.2 - What is Dollar Cost Averaging?
26.3 - Dayna's Dollar Cost Averaging Strategy
27. The Basics of Income Taxation in Canada
27.1 - Learning Outcome Statements (LOS)
27.2 - Introduction to Taxation of Income in Canada
27.3 - Income Tax Deductions
27.4 - Income Tax Credits
28. Understanding the Difference Between Marginal and Average Tax Rates
28.1 - Learning Outcome Statements (LOS)
28.2 - Progressive Taxation in Canada - Marginal Tax Rates (MTR)
28.3 - Progressive Taxation in Canada - Average Tax Rates
29. Dividend Income: Income with a Tax ``Preference''
29.1 - Learning Outcome Statements (LOS)
29.2 - A Review of Corporate Profits and Dividend Income
29.3 - The Dividend Tax Credit
30. Calculating Capital Gains and Losses
30.1 - Learning Outcome Statements (LOS)
30.2 - Defining Capital Gains and Losses
30.3 - Taxable Capital Gains (Losses): The 50\% Inclusion Rate
30.4 - Tax Treatment of Capital Losses
30.5 - Calculating Net Capital Gains and Losses
30.6 - CRA's Superficial Loss Rule
30.7 - Mutual Funds and Capital Gains (Losses)
31. A Basic Income Splitting Strategy: Spousal RRSP Contributions
31.1 - Learning Outcome Statements (LOS)
31.2 - Income Splitting
31.3 - How a Spousal RRSP Works
31.4 - Withdrawals from a Spousal RRSP: CRA's Attribution Rules
32. Canada's Retirement Savings System
32.1 - Learning Outcome Statements (LOS)
32.2 - Canada Pension Plan (CPP)
32.3 - Old Age Supplement (OAS)
32.4 - Guaranteed Income Supplement (GIS)
32.5 - Employer Sponsored Pension Plans
32.6 - Registered Retirement Savings Plans (RRSP)
33. The Fundamentals of RRSP Contributions in Kind
33.1 - Learning Outcome Statements (LOS)
33.2 - What is an In Kind RRSP Contributions
33.3 - Deemed Disposition on an In Kind Contribution
34. Other Registered Savings Plans
34.1 - Learning Outcome Statements (LOS)
34.2 - Registered Education Savings Plans (RESP)
34.3 - Registered Disability Savings Plans (RDSP)
34.4 - Tax Free Savings Accounts (TFSA)
35. You Saved and Now You Want to Use ``it'': Withdrawal Plans
35.1 - Learning Outcome Statements (LOS)
35.2 - An Overview of Systematic Withdrawal Plans
36. Mutual Fund Regulation and Professional Ethics
36.1 - Learning Outcome Statements (LOS)
36.2 - Overview of Securities Regulation in Canada
36.3 - Mutual Fund Dealers Association (MFDA)
36.4 - What a Non-Registered Person Cannot do with Respect to a Fund Transaction?
36.5 - What a Non-Registered Person Can do with Respect to a Fund Transaction?
36.6 - Dual Employment
36.7 - Advertising of the Fact that a Salesperson is Registered
36.8 - Quotation of a Future NAVPS of a Fund
36.9 - Offer to Repurchase an Investment in a Fund
36.10 - Sales of Mutual Funds to Customers Outside of the Salesperson's Jurisdiction
36.11 - Sales of Investment Products Other than Mutual Funds
36.12 - Powers of Attorney
36.13 - Sales Communications by Salespersons or their Firms