An Introduction to Fund Management (Securities Institute) by Ray Russell

By Ray Russell

An creation to Fund administration introduces readers to the industrial cause for the lifestyles of cash, the different sorts to be had, funding concepts and lots of different similar matters from the viewpoint of the funding supervisor. It supplies an outline of the entire enterprise and explores the method and strategies of fund administration, functionality size and fund management. This up to date variation displays new regulatory adjustments and advancements.

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Promotion can be via mailshots, press advertisements, other media (TV, radio, Internet) and seminars. Fund managers may also employ direct sales forces and/ or relationships with independent intermediaries with access to investors’ funds and offer special incentives by way of discounts or enhanced allocations of units. With this sort of ‘pressure’ being applied to the supposedly innocent investor, government is always anxious to minimise the likelihood of fraud or deception. Consequently, there is considerable legislation and regulation governing how funds may be promoted, including what must be disclosed to investors prior to making the investment and subsequently.

Offshore funds An ‘offshore fund’ should not be thought of as a highrisk, high-cost way of hiding investment assets from the UK authorities in a foreign tax haven, but simply as a collective investment scheme established outside of the UK, usually in the form of an open-ended company and issuing shares on a similar basis to the UK OEIC. Schemes established in the EU that are Undertakings for Collective Investment in Transferable Securities (UCITS) are eligible to be marketed in the UK subject to recognition by the FSA and compliance with UK marketing rules.

The successful fund manager will produce capital profits to enlarge the fund and, thereby, increase its earning power and opportunity for further growth. The deposit account capital remains unchanged throughout the life of the account other than the addition of interest. It is only in sustained periods of very high interest rates that better overall returns are achieved by savings vehicles. How to invest Much depends on the type of fund involved and the status of the investor. Generally, investment can be divided into lump sum and regular contribution, and the method similarly into single payment by cheque and regular payments by salary deduction, collection by representatives, standing order or direct debit.

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