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Creating Derivatives Rules That Work Globally

Derivatives—which include instruments such as options, futures, and swaps—are important portfolio management tools for funds worldwide, providing options and flexibility to fund managers as they carry out investment strategies and manage risks.
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Focus on Funds: SEC Moves on Private Fund Advertising

Focus on Funds SEC Moves on Private Fund Advertising The August 31, 2012, edition of Focus on Funds outlines the latest on the Security and Exchange Commission’s proposal to allow private fund advertising and addresses specific concerns the proposal generates.  Additional Resources...

2024 Investment Company Fact Book


Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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