18. What do you know about modern market of investment funds services?

Modern global market of investment funds represent many services to invest.

Investment fund is firm that invests the pooled funds of retail investors for a fee. There are two types of investment companies: open-end (mutual funds) and closed-end (investment trusts).

U.S.-registered investment companies play a major role in the U.S. economy and world financial markets, managing more than $17 trillion in assets at year-end 2013 for nearly 98 million U.S. investors. Funds supplied investment capital in securities markets around the world and were among the largest groups of investors in the U.S. stock, commercial paper, and municipal securities markets.

Mutual funds reported $167 billion in net inflows in 2013; other registered investment companies also recorded positive net inflows. On net, investors added $152 billion to long-term mutual funds. Money market funds accounted for the other $15 billion. Mutual fund shareholders reinvested $189 billion in income dividends and $228 billion in capital gains distributions that mutual funds paid out during the year. Investor demand for exchange-traded funds (ETFs) continued to thrive, with net share issuance (including reinvested dividends) totaling $180 billion. Unit investment trusts (UITs) had new deposits of $56 billion, up 28 percent from 2012, and closed-end funds issued $10 billion in new shares.

Europe. Investment fund assets in Europe increased by 8.9 percent to EUR 9,788 billion.

The European investment fund industry enjoyed a year of strong growth in 2013, thanks to increased investor optimism amid encouraging economic data and rising stock markets. On the whole, 2013 saw a strong acceleration in the investor demand for equity and balanced funds. This happened despite highly volatile stock markets during the second quarter of the year.

World. Worldwide investment fund net assets have stood 111% higher at end 2013 than at end 2003. This represents an average annual growth rate of 7.8%.

The United States is the largest domicile for investment funds, holding a 45% market share at end 2013. Emerging markets accounted for 7% of the worldwide investment fund industry and other countries, including Japan, Canada and Australia, represented 12% of the worldwide market.

Ukraine. In Q4 2013 Ukrainian collective investment institutions (CII) continued gradual growth and improvement of key performance indicators, which, however, was accompanied by some negative effects. The main trends in the Ukrainian market CII Q4 2013 were as follows: further increase in the number of funds and - mainly in venture capital sector; the closure of a number of Open-ICI two-fold reduction in capital outflows from mutual funds - mostly because of domestic output, particularly institutional investors; reduction in total and proportion of securities held ISI. Assets CII in Q4 increased mainly due to venture capital funds, although other closed ICI sector also boosted them, total assets of investment funds under management increased by 5 663 million. USD. (+ 3.3%) to 177 523 million UAH, Venture CII - 5 526 million UAH (+ 3.4%) to 168 183 million UAH.

Accountancy services: auditing. 69

Accountancy services: financial accounting. 67

Accountancy services: management accounting. 68

Accountancy services: tax accounting. 70

Accounting (accountancy) services as a part of financial services market infrastructure. 66

Asset management (investment management) as a part of financial services market infrastructure. 74

Asset management (investment management) cervices: deploying, operating, maintaining, upgrading, and disposing of assets cost-effectively. 76

Asset management (investment management) cervices: monitoring and maintaining of value to an entity or group. 75

Asset management as an investment service. 72

Bank of America and its financial services. 147

Bank of China Limited and its financial services. 146

Barclays financial services company. 140

BNP Paribas and its financial services. 144

Bonds 135

Brokerage firms. 124

Collective investment schemes (investment funds) in Ukraine. 58

Commercial bank services: check guaranteed. 41

Commercial bank services: commercial loans. 33

Commercial bank services: facilitation of payments for bills. 38

Commercial bank services: financial transactions at branches. 36

Commercial bank services: internet banking system. 40

Commercial bank services: issuance of chequebooks. 31

Commercial bank services: issuance of credit cards and debit cards. 35

Commercial bank services: keeping money safe while also allowing withdrawals when needed. 30

Commercial bank services: mortgage loans. 34

Commercial bank services: overdraft agreements. 39

Commercial bank services: personal loans. 32

Commercial bank services: transfers of funds. 37

Consumer finance as a division of retail banking: auto loans. 51

Consumer finance as a division of retail banking: credit cards as a kind of loans. 49

Consumer finance as a division of retail banking: mortgage loans. 50

Credit unions: credit cards, share term certificates (certificates of deposit). 28

Credit unions: online banking. 29

Credit unions: share accounts (savings accounts). 26

Credit unions: share draft accounts (checking accounts). 27

Derivatives 13

Deutsche Bank AG and its financial services. 143

Evaluating country risk for international investing. 129

Fannie Mae and its financial services. 148

Financial assets: sense/meaning and types. 121

Financial services market infrastructure. 3

Financial Services Market: Exam Dec. 2014

Financial services of international companies: European Bank of Reconstruction and Development (BRD). 98

Foreign collective investment schemes (investment funds). 57

Freddie Mac and its financial services. 149

Functions of financial intermediaries. 9

Fundamental analyses on financial market: what does it mean and how it works? 125

Futures: history of futures. 123

Futures: specifics of futures and how futures work. 122

General insurance companies (non-life insurance, property/casualty insurance): commercial risks policies. 23

General insurance companies (non-life insurance, property/casualty insurance): automobile policies. 24

General insurance companies (non-life insurance, property/casualty insurance): homeowner’s policies. 25

George Soros and its economic theory of modern financial markets. 150

Goal of the investment management and how it works. 73

How credit ratings evaluate a credit worthiness of a company? 85

How credit ratings evaluate a credit worthiness of a government? 86

How works collective investment scheme (investment fund)? 56

HSBC Holdings plc and its financial services. 137

Internet/ Electronic trading (etrading) as a method of trading financial derivatives. 80

Internet/ Electronic trading (etrading) as a method of trading foreign exchange. 79

Internet/ Electronic trading (etrading) as a method of trading securities (stocks, bonds). 78

Internet/ Electronic trading (etrading) as a part of financial services market infrastructure. 77

Internet/ Electronic trading (etrading) as a virtual market place. 81

Investment bank services: acting as the client's agent in the issuance of securities. 43

Investment bank services: assist companies involved in mergers and acquisitions (M&A). 44

Investment bank services: raising capital by underwriting. 42

Investment bank services: secondary services (such as equity securities). 47

Investment bank services: secondary services (such as FICC services – fixed income instruments, currencies, and commodities). 48

Investment bank services: secondary services (such as market making). 45

Investment bank services: secondary services (such as trading of derivatives). 46

LIBOR and other interest rate indexes . 133

Life insurance companies: annuity products. 22

Life insurance companies: life insurance products. 21

Life insurance companies: pensions products. 20

Lloyds Banking Group plc and its financial services. 138

London stock Exchange 132

Market capitalization: definition. 119

Market capitalization: how to measure. 120

Morgan Stanley and its financial services. 142

Mortgage services: use of a property as the plague by purchasers of real property to raise money to buy the property to be purchased. 52

Mortgage services: use of a property as the plague by purchasers of real property by existing property owners to raise funds for any purpose. 53

Options pricing. 130

Role of credit card processing in modern economy. 91

Role of credit ratings in financial services market. 84

Role of financial intermediaries in modern economy. 8

Role of stock indexes (stock market indexes) at the financial market. 90

Securitization 136

Segments of the financial services market 2

Société Générale S.A. and its financial services. 145

Technical analyses on financial market: what does it mean and how it works? 126

The Goldman Sachs Group, Inc. and its financial services to institutional clients. 141

The Royal Bank of Scotland Group plc (RBS Group) and its financial services. 139

Warsaw Stock Exchange 131

What do you know about American Express? 93

What do you know about asset management (investment management)? 101

What do you know about Citi Cards? 96

What do you know about collective investment schemes (investment funds)? 55

What do you know about collective investment schemes (investment funds)? 107

What do you know about credit bureau and its role at the financial services market? 157

What do you know about credit card companies? 92

What do you know about Dow Jones? 110

What do you know about due diligence and it role at financial markets? 109

What do you know about due diligence and its role at financial markets? 156

What do you know about electronic communication networks (ECNs), such as NASDAQ, NYSE Arca and Globex? 82

What do you know about emerging financial services markets? 163

What do you know about equipment finance? 154

What do you know about exchange traded funds? 63

What do you know about factoring? 112

What do you know about financial leasing as a financial service? 106

What do you know about financial services of international companies: International Finance Corporation (IFC)? 99

What do you know about Fitch credit rating agency? 87

What do you know about foreign credit rating agencies and theirs financial services? 102

What do you know about foreign experience on mortgage? 114

What do you know about forfeiting? 153

What do you know about frontier financial services markets? 164

What do you know about hedge funds? 65

What do you know about initial public offering (IP0)? 116

What do you know about initial public offering PO of Ukrainian securities? 117

What do you know about insurance companies as institution investors? 105

What do you know about market capitalization? 118

What do you know about MasterCard? 94

What do you know about mezzanine finance? 155

What do you know about modern market mortgage services? 16

What do you know about modern market of commercial bank services? 13

What do you know about modern market of consumer finance services? 15

What do you know about modern market of credit union services? 12

What do you know about modern market of insurance services? 11

What do you know about modern market of investment banks services? 14

What do you know about modern market of investment funds services? 18

What do you know about modern market of leasing services? 17

What do you know about modern market of reinsurance services? 19

What do you know about modern market of stock brokerage services? 10

What do you know about money market funds? 64

What do you know about Moody’s credit rating agency? 89

What do you know about mortgage in Western markets? 108

What do you know about mutual funds? 61

What do you know about offshore financial services markets? 165

What do you know about pension funds as institution investors? 100

What do you know about private equity funds? 104

What do you know about private equity funds? 62

What do you know about project finance? 97

What do you know about S&P500? 111

What do you know about Standard and Poors (S&P) credit rating agency? 88

What do you know about stock exchange? 113

What do you know about trade finance? 152

What do you know about Ukrainian credit rating agency and its ratings? 103

What do you know about Ukrainian practice on mortgage? 115

What do you know about vendor finance? 151

What do you know about Visa? 95

What do you think about challenges and perspectives of financial services market in globalization of economy? 158

What do you think about challenges and perspectives of financial services market in economic integration? 159

What do you think about challenges and perspectives of financial services market in innovative economy? 160

What do you think about challenges and perspectives of financial services market in modern information society? 161

What do you think about challenges and perspectives of financial services market in European integration? 162

What do you think about future development of electronic and human trading in global securities markets? 83

What does it mean “asset management”? 71

What does it mean “financial asset”? 5

What does it mean “financial intermediaries”? 6

What does it mean “financial service”? 4

What does it mean “lease”? 54

What is corporate credit rating? 128

What is financial services market? 1

What is stock market efficiency? 127

What types of investment funds do you know? 60

What you know about investment funds services? 59

Who are financial intermediaries? 7

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