More disclosure may mean less yield in housing, managers say
- Will Mutual Funds Improve Disclosure Voluntarily? Hunter, Matthew // American Banker;6/6/2001, Vol. 166 Issue 108, p9
Reports that financial advisers and retail investors are increasing the pressure on United States mutual fund managers to permit more scrutiny of their portfolios--whether regulators require it or not. Suspicion that portfolio managers are straying from their stated investment approaches; Issue...
- Tips from the top. Goodhand, Will // Marketer (1743-5528);May/Jun2013, Issue 88, p41
The article offers the author's insights on aspects regarding the importance of umbrella brands orientation in developing portfolio management and promoting transparency among consumers.
- 4. PORTFOLIO QUALITY -- STILL NO MAJOR IMPROVEMENT IN THE LARGE PORTFOLIO OF NON-PERFORMING COMMERCIAL PROPERTY AND HOUSEHOLD MORTGAGE LOANS. // Report on Financial Stability (Magyar Nemzeti Bank);Nov2015, p36
The article provides an overview about portfolio quality of non-performing commercial property and household mortgage loans in Hungary.
- Resource Allocation Effects of Prices Reactions to Disclosures. Dye, Ronald A.; Sridhar, Sri S. // Contemporary Accounting Research;Fall2002, Vol. 19 Issue 3, p385
Capital market participants collectively may possess information about the valuation implications of a firm's change in strategy not known by the management of the firm proposing the change. We ask whether a firm's management can exploit the capital market's information in deciding either...
- Fund Fee Disclosure Gets a Facelift. Burke, Kevin // Money Management Executive;2/23/2004, Vol. 12 Issue 8, p1
Presents a discussion on mutual funds and the SEC's recent adoption of series of amendments. Facelift for fund fee disclosure; View of the utility of a graphical or tabular representation for presentation of disclosure information; Significance of change in the enhanced disclosure of expenses...
- S&P defends product-paid model. // Money Management;12/10/2009, Vol. 23 Issue 46, p6
The article reports that Standard & Poor's Corp. (S&P) has defended its manufacturer-pays model which increased the transparency in the finance sector in Australia. S&P explains that the model is created to develop transparency and dissemination of information for the misuse of fund ratings. S&P...
- Super fund fees set for makeover. Appleby, Lucia // Money Management;4/29/2004, Vol. 18 Issue 14, p30
Examines the issue of superannuation fund fee disclosure. Plan of the Australian Taxation Office to issue a new compliance program to track down abusers of do-it-yourself funds; Failure of the divided fund management industry to break an impasse about disclosure fees; Discovery of the fact that...
- Disclosure of interest in shares. // Accountancy;Jan1994, Vol. 113 Issue 1205, p66
This article presents a question regarding disclosure of interest in shares in Great Britain. Rules mean that mutual funds and other investment managers have to disclose if all the funds under management amount to 10 percent or more of the shares in a listed public company.
- SEC Proposes Requirements for More Information on Portfolio Managers. Hume, Lynn // Bond Buyer;3/12/2004, Vol. 347 Issue 31840, p4
Reports that the U.S. Securities and Exchange Commission (SEC) proposes new rules seeking to require mutual funds and closed-end funds to disclose more information about their portfolio managers. Provisions of the proposed regulations; Details of the proposed changes in related SEC forms.