Mutual Funds: Risk and Performance Analysis for Decision Making - Hardcover

John A. Haslem

Hardcover

ISBN 10: 0631215611 ISBN 13: 9780631215615

Publisher: Wiley-Blackwell, 2003

Synopsis

This authoritative book enables readers to evaluate the various performance and risk attributes of mutual funds, while also serving as a comprehensive resource for students, academics, and general investors alike. Avoiding the less useful descriptive approach to fund selection, this book employs a balanced approach including both technique and application. The chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis.

• 
  
• Enables readers to analyze mutual funds by evaluating a fund's various performance and risk attributes.
  
• Includes templates, which provide an efficient, sound approach to fund analysis, interpretation of results, buy/sell decisions, and the timing of decisions.
  
• Combines clear summaries of existing research with practical guidelines for mutual fund analysis.

About this title

About the Author

John A. Haslem is Professor Emeritus of Finance in the Smith School of Business at the University of Maryland, College Park. His research has been published in academic and practitioner journals, and he has written books on banking and mutual funds. He served as the College of Business and Management’s first academic dean, and as its first Chair of Finance. His mutual funds analysis course is considered to be the first offered in the finance curriculum of a collegiate school of business. He has been a consultant for the Director of Supersonic Transport, NASA, US Department of Justice, as well as various banks, law firms, and other organizations. Professor Haslem also advises on mutual funds selection and portfolio allocation.

From the Back Cover

This authoritative book enables readers to evaluate the various performance and risk attributes of mutual funds, while also serving as a comprehensive reference for students, academics, and general investors alike. Providing a balance of theory and application, the chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis.

The chapters cover a broad range of topics, including understanding the advantages and disadvantages of mutual funds and long and short-term investing, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. Throughout the text, step-by-step decision checklists guide readers in the analysis and selection of various mutual funds. Treating all the major theoretical issues in mutual fund analysis and portfolio management, this book is both a thorough resource and a practical guide.

The chapters cover a broad range of topics, including understanding the advantages and disadvantages of mutual funds and long and short-term investing, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. Throughout the text, step-by-step decision checklists guide readers in the analysis and selection of various mutual funds. Treating all the major theoretical issues in mutual fund analysis and portfolio management, this book is both a thorough resource and a practical guide.

Edition details

• Publisher: Wiley-Blackwell
• Publication date: 2003
• Language: English
• ISBN 10: 0631215611
• ISBN 13: 9780631215615
• Binding: Hardcover
• Edition number: 1
• Number of pages: 596