Mutual Fund Companies In Boston - Presentation on the topic: "Prudential investing >> Mutual fund strategies for investors Name Presenter Title Date What is a mutual fund?"— Presentation transcript:
1 Prudent Investing >> Mutual Fund Strategies for Investors Speaker's Name Title Date What is a Mutual Fund?
Mutual Fund Companies In Boston
2 2 "A mutual fund is an investment that pools shareholders' money and invests in a diversified portfolio of securities." - Investment Company Institute (ICI)
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3 Brief History 3 Source: Mutual Fund Factbook, ICI, as of 12/31/2014 2014 US mutual fund industry has $15.9 trillion in assets 1940 US mutual fund industry has $448 million in corporate capital assets Special investment in SEC Act 1940 1924 The first fund was introduced in Boston
4 Features of Mutual Funds 4 Source: Investment Company Institute Professional Management Diversification Daily Prices Liquidity Convenience Investment strategies such as diversification do not guarantee profits or protect against losses in falling markets.
5 SOME REASONS TO INVEST 5 Source: Investment Company Institute Stability Growth Income There is no guarantee of dividend payout or distribution.
6 Four basic types of mutual funds 6 Sources: Mutual funds Institutional equity funds (also called stocks) Bond funds (also called Fixed Income) Hybrid funds (combination of stocks and bonds) Money market funds
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13 Asset allocation of mutual funds (%) 13 Source: Information book of mutual funds, ICI, from 2014 Equity funds End of 2014 52% Money market funds 17% Hybrid funds 9% Bond funds 22%
14 Mutual Fund Asset Allocation ($) 14 Source: Mutual Fund Factbook, ICI, by 2014 $15.9 trillion by the end of 2014, $1.4 trillion, $8.3 trillion, $2.7 trillion, mutual funds , mutual funds Combined placement.
15 US Household Mutual Fund Ownership 15 Sources: Investment Company Institute and US Census Bureau. See ICI Research Perspective, "Mutual Fund Ownership, Shareholder Sentiment and Internet Use, 2014." 4.6 million households
16 How the fund is organized 16 Source: Investment company Institution owned by shareholders Board of directors - elected by shareholders Management company Investment adviser Custodian Transfer agent Lead Underwriter
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17 Access to mutual funds 17 Source: Investment Company Institute Directly through: - Brokerage - Bank - Insurance Company - Financial Planning Company
18 Mutual Funds and Income Potential 18 Source: Capital Gains Investment Corporation By selling securities that have increased in value, the total value of the dividend fund's securities increases.
19 Mutual Fund Regulations 19 Source: Guide to Mutual Funds, Investment Company Institute, 1998 Supervision by the Securities and Exchange Commission (SEC) and FINRA
20 Fund expenses 20 1 12b-1 Fees are fees that the Fund pays out of the Fund's assets to cover distribution costs and sometimes shareholder service costs. Source: Prudential Investment For illustrative purposes only. Administrative Expenses 12b-1 Expenses 1 Other Expenses Total operating expenses of the series
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21 TOTAL FUND RETURN COMPARISON 21 $1000 Mutual Fund XFund Y Annual Expenses 1.5% = 153% $ = $30 Average Return 8% = $808 $ = $80 Net Total Return $65 This is not a hypothetical example of a specific investment
22 Shareholder Services 22 Online Financial Advisor and Free 24-Hour Account Information Consolidated Statement Basis Share Price Information (Tax) (Non-Pension Only) Fund Exchanges Automatic Investment Plan
23 Shareholder Services (continued) 23 Check Writing (Money Market) Automatic Reinvestment of Dividends and Capital Gains Systematic Withdrawal Plan Investor Education (Newsletters, Website) Annual/Semi-Annual Reports
24 Choosing the right fund 24 Determine your investment goals - Factors: Financial situation Dependent family members Age Income Time horizon Understand your risk tolerance - In general, the higher the risk, the higher the potential reward (and vice versa)
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25 The Importance of Professional Advice 25 A financial professional can help you: - Create an investment strategy that fits your goals, time horizon and risk tolerance - Make sure you are diversified and your asset allocation stays on target for your Gird goals - Monitor your investments and adjust your schedule to meet your changing needs
26 Investment risk 26 Investing in a mutual fund is associated with risk. Some mutual funds carry more risk than others. Investment returns and principal value will fluctuate and the shares may sell for more or less than the principal price. Asset allocation and diversification do not guarantee profits or protection against losses in falling markets. There is no guarantee that the Fund's objectives will be achieved. The risks associated with each fund are fully described in each fund's prospectus. Fixed income investments are subject to interest rate risk, where their value declines as interest rates rise.
27 More information 27 Before investing, carefully consider the fund's investment objectives, risks, costs and expenses. This and other information about the fund is contained in the prospectus and prospectus summary. Contact your financial specialist for a brochure and summary brochure. Please read them carefully before investing. Investments in money market funds are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Funds strive to maintain the value of your investment at $1.00 per share, you may lose money by investing in the Funds. There can be no assurance that the Funds will be able to maintain a stable NAV of $1.00 per share or that each Fund's objective will be achieved.
28 Thank you 28 Mutual funds are distributed by Prudential Investment Management Services LLC (PIMS), a prudent financial company. ©2015 Prudential Financial, Inc. and related institutions. Prudential Investments, Prudential, the Prudential logo, Bring Your Challenges and the Rock symbol are service marks of Prudential Financial, Inc. and related entities are registered in many jurisdictions around the world. Mutual funds: are not insured by the FDIC or any federal government agency, may lose value, and are not deposited or guaranteed by any bank or bank branch. 0184624-00004-00 NS6860 Expires 12/31/2016
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Competition to get into these investments, known as "unicorns," has grown in recent years, particularly among mutual fund companies looking to gain an edge in investment returns. And according to an article written by Harvard Business School professor Josh Lerner, Boston-based Fidelity Investments has been the most active investor in unicorn deals.
"Mutual funds are interesting because it's not just some rich family's money or a Saudi prince's money, it's our money," says Lerner, who has been in the venture capital business for 25 years.
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He and two colleagues from other schools evaluated 99 large pre-IPO deals between 2009 and 2016, looking at 500 funding rounds totaling $52 billion. Their analysis found that Fidelity participated in 56 rounds between 2009 and 2016. T-Ro Price was second with 33 and Hartford Fund was third with 32.
Boston Globe technology reporters tell the story of the region's tech industry and innovation, highlighting key players, trends and why they matter.
Other big players included Boston-based Wellington Management, an institutional manager that oversees some Vanguard Group mutual funds, and BlackRock Inc. in New York.
Lerner and his colleagues concluded that mutual funds account for about 20 percent of the total financing of unicorn investments, and that mutual fund holdings in such firms have grown dramatically, from $1 billion in 2009 to more than $10 billion in 2010. 2016 came .
Mfs Investment Management
While the creation of unicorns has slowed somewhat since 2015, 211 of these large private startups around the world have accumulated value, according to Crunchbase Inc., a San Francisco-based firm that tracks investment data. $765 billion is produced.
Companies like Fidelity, T. Rowe and Wellington "if they want to participate in a period of hypergrowth, they have to participate in these companies while they're private," said Kristen Morin, chief investment officer of Global Venture Capital. Aberdeen Asset Management in Stamford, Conn.
The flood of money coming from mutual funds, hedge funds and foreign governments is not always welcome in traditional investment circles. But hot startups stay private longer — more than seven years on average, Morin said — and often have to seek money from non-traditional investors to keep growing.
For example, San Francisco-based Uber raised $12.9 billion from a range of investors, including Fidelity and Wellington, according to data compiled by The Wall Street Journal. In the summer, Uber was valued at $68 billion.
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While early stage businesses may be more amenable to mutual fund participation than later stage funds, many venture capital firms that specialize in backing companies from their early stages have set up special funds to compete for larger later rounds of funding to avoid being overwhelmed. From the likes of Fidelity.
But Lerner criticizes the supervision of young companies in mutual funds. They typically don't take board seats and can't oversee the new company, he said
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