Lecture 18 - Professional Money Managers and Their Influence
recorded by: Yale University
published: Oct. 7, 2009, recorded: March 2008, views: 3011
released under terms of: Creative Commons Attribution No Derivatives (CC-BY-ND)
Report a problem or upload filesIf you have found a problem with this lecture or would like to send us extra material, articles, exercises, etc., please use our ticket system to describe your request and upload the data.
Enter your e-mail into the 'Cc' field, and we will keep you updated with your request's status.
Most people are not very good at dealing in financial markets. Professional money managers, such as financial advisors and financial planners, assist individuals in matters of personal finance. FINRA and the SEC monitor the activities of these managers in order to protect individual investors. Mutual funds, exchange traded funds also exist to assist individual investments, and pension funds provide further services. These investment institutions help people to put money in diversified portfolios and, in some cases, reap some tax benefits for funding their retirement income.
Fabozzi et al. Foundations of Financial Markets and Institutions, chapter 8
William M. O'Barr and John M. Conley, Fortune & Folly: The Wealth & Power of Institutional Investing, chapter 10 (pp. 225-236)
David Swensen, Pioneering Portfolio Management, chapter 2
Link this pageWould you like to put a link to this lecture on your homepage?
Go ahead! Copy the HTML snippet !