Zobrazeno 1 - 10
of 131
pro vyhledávání: '"John A. Haslem"'
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 22:49-55
This study provides mutual fund shareholders with a normative listing of transparent and traditionally opaque fees and expenses designed for most all funds. The most likely next step, if any, would be for a few “stewardship funds” to adopt the no
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::240c7027f3aea9962733431c489ab03a
https://doi.org/10.3905/jwm.2019.1.069
https://doi.org/10.3905/jwm.2019.1.069
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 21:37-43
This study uses the portion of a new Total Expense Ratio construct that discloses the reality of adviser/distributor payments of hidden distribution fees to sales brokers “behind the mutual fund curtain.” Distribution fees consist of dealer (brok
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::d418c293746ab681ef343763e979e218
https://doi.org/10.3905/jwm.2018.21.3.037
https://doi.org/10.3905/jwm.2018.21.3.037
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 21:51-56
This study examines the nature of the influences that can and often do have indirect negative impacts on mutual fund shareholders. The first influence is fund market monopolistic competition, which lessens competition on the basis of prices charged s
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::39e6da8600329b195266cfeb0ad66bad
https://doi.org/10.3905/jwm.2018.21.1.051
https://doi.org/10.3905/jwm.2018.21.1.051
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 20:97-124
The mutual fund discussions include the following select findings: (1) There are economies of scale in fund administration; (2) the average fund exhibits cost economies of scale; (3) fund size greatly reduces performance; (4) fund expense ratios are
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::ebbb2d81fbba77dd622c29145e182d81
https://doi.org/10.3905/jwm.2017.20.1.097
https://doi.org/10.3905/jwm.2017.20.1.097
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 19:115-127
The purposes of this study are to review how mutual fund portfolio manager structures—and their attributes and implications—impact fund risk and return performance. For example, retail investors in actively managed mutual funds are often characte
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::0c780371cea30dce8ef51a31276fb245
https://doi.org/10.3905/jwm.2017.19.4.115
https://doi.org/10.3905/jwm.2017.19.4.115
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 19:101-107
Mutual fund bundling services under soft-dollar arrangements may benefit shareholders—but it is also possible that they waste shareholder capital. We examine two major questions concerning bundling actively managed equity fund research and services
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::6bab88a413b463663df4124c46fe8e3c
https://doi.org/10.3905/jwm.2016.19.2.101
https://doi.org/10.3905/jwm.2016.19.2.101
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 18:73-88
The first goal of this article is to review types of transparency—relative versus absolute and positive versus normative, transparency of the SEC total expense ratio, stewardship and transparency, aftermath of fund scandal, movement toward normativ
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::21fb96d8081f26009eda5c0301202681
https://doi.org/10.3905/jwm.2015.18.3.073
https://doi.org/10.3905/jwm.2015.18.3.073
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 18:41-48
The purpose of this study is to discuss research that identifies heterogeneous mutual fund and investor attributes and relations that explain dispersion in fund fees. One might think there is a short list of attributes and relations, such as high ver
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_dedup___::7243fd71f22ae6ccbf6b3d786471898c
https://doi.org/10.3905/jwm.2015.18.1.041
https://doi.org/10.3905/jwm.2015.18.1.041
Autor:
John A. Haslem
Publikováno v:
The Journal of Index Investing. 5:59-72
The objective of this study is to take some of the mystery out of mutual fund revenue sharing, but without saying that investors have transparent disclosure. Topics begin with the transition from directed brokerage to revenue sharing. The discussions
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::05e55017006be7eb4571c7490b3a95e3
https://doi.org/10.3905/jii.2014.5.3.059
https://doi.org/10.3905/jii.2014.5.3.059
Autor:
John A. Haslem
Publikováno v:
The Journal of Wealth Management. 17:19-30
The first purpose of this study is to review the Morningstar analytical grading measures used by investors to select mutual funds. The grading measures include Morningstar star ratings, analyst ratings, total pillar ratings, upside and downside captu
Externí odkaz:
https://explore.openaire.eu/search/publication?articleId=doi_________::7638665417f3b7ed3ec56adf9d8d6f17
https://doi.org/10.3905/jwm.2014.17.2.019
https://doi.org/10.3905/jwm.2014.17.2.019