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-1
votes
1answer
49 views

How does a portfolio of long stocks and short futures generate profits

When a portfolio manager goes long a basket of stocks (that make up an index) and hedges his market risk by shorting the corresponding index future, what is his source of potential profit? He cannot ...
2
votes
1answer
72 views

How do management fees affect the money invested in a mutual fund

On mutual fund brochures, they state a management fee and also a MER. How to interpret these two numbers? For example, if management fee is 1% and MER is 2%, then for an investment of 100$, does it ...
0
votes
2answers
108 views

What type of person do i need to manage my life

I'm looking for a person or group that can handle my financials. (for a fee or not (Fee to me means maybe 1-200 a month.)) I want to be able to give them access to the bank account and over see the ...
4
votes
2answers
112 views

When should you use an actively managed mutual fund in a 401k?

Why should you use an actively managed fund for your 401k? I have read several questions and answers on this and other sites and it seems like it's generally better to go with funds that follow the ...
1
vote
1answer
514 views

What is the difference between the asset management division in an investment bank and an investment company?

I am curious to know what the difference between the two, for example, say asset management at JP Morgan versus BlackRock. Part of the difference could be due to fiduciary obligation. Specifically, ...
3
votes
1answer
299 views

Just starting my career - Wondering about how I can “Make my money work for me”

I have just recently been offered a job in my career of choice, and now that I will have a solid job - I would really like to begin investing. My main goal from an investment would be to retire as ...
8
votes
3answers
180 views

When to hire an investment professional?

I have a large (on the order of several year's worth of pay) amount of money currently invested in a few mutual funds that collectively match my suggested asset mix (based on risk tolerance and ...
6
votes
2answers
127 views

What is the role of a manager in a passively managed index fund?

For example, what do the portfolio managers for the TD Canadian Index Fund (TD Asset Management) actually do? There should not be any need for portfolio managers, because no trading is involved. ...
4
votes
2answers
7k views

What is the difference between a fund manager and a portfolio manager?

What is the difference between: a fund manager, a portfolio manager and a trader?
4
votes
2answers
36 views

What resources can I use to try and find out the name of the manager for a given fund?

I'm looking to find out the name(s) of the fund manager(s) for a given fund - where can I go to find this information out? Are there any third-party sources for this info?