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Questions tagged [fund-manager]

The tag has no usage guidance.

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2answers
84 views

Do hedge fund managers track daily movements in their portfolio?

I’m reading the book “The Outsiders” by William Thorndike and in it he claims “[Warren Buffett] has never had a stock ticker [in his office]”. I understand Buffett is an extraordinarily unique case, ...
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1answer
51 views

How does gearing work in an unlisted property fund?

I am trying to work out how gearing is calculated on a Fund I am looking at. It has an example that says if the Fund is worth $10m and gearing is 35% then the 'gross' value of the fund is $15.38m. ...
2
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1answer
81 views

Santander investment platform [closed]

Santander (the bank) offer an 'investment platform', where you can invest in various funds (albeit, a limited range) for a management fee. Is this a reasonable provider to use? What are the pros and ...
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12answers
20k views

Is it legal if I'm managing my family's entire wealth?

My family (father, mother, and brother) have allowed me to invest their money in the stock market and other types of investments (real estate, bonds and mutual funds). Is it legally okay to do all ...
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2answers
141 views

What is “wealth planning” and such services?

My bank is offering me "wealth planning services." I have searched around, but can't find a canonical definition on what this means exactly. I find it being used synonymously with things like "fund ...
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1answer
68 views

Why do some asset managers list on the stock exchange?

Why do some asset managers list on the stock exchange? What does the asset manager do with the capital it raises? Does it just use it as some sort of seed capital for new funds it wants to launch or ...
0
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2answers
155 views

What's so hard about a mutual fund manager pricing their mutual fund?

An article in today's Wall Street Journal (2015-08-16) titled A New Computer Glitch is Rocking the Mutual Fund Industry is all about how some kind of computer (software?) failure at a company called ...
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1answer
1k 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
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1answer
119 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 ...
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2answers
133 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
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2answers
220 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
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1answer
864 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
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1answer
491 views

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

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 ...
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3answers
206 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
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2answers
210 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. Also,...
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2answers
19k 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
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2answers
48 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?