Assets Under Management A Complete Guide - 2020 Edition

Is there a limit to the amount of stable value assets the firm will manage? What fiduciary responsibility do you assume if advice is provided? What are the two major means of fund distribution and what has been the trend for each approach? What is the funds target dividend distribution to investors? Please consider the current redemption procedures as it relates to a withdrawal queue (Pro-rata, first-in/first-out, a combination, etc.) How is the pro rata allocation determined?

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Your purchase includes access details to the Assets Under Management self-assessment dashboard download which gives you your dynamically prioritized projects-ready tool and shows you exactly what to do next. Your exclusive instant access details can be found in your book. You will receive the following contents with New and Updated specific criteria:

- The latest quick edition of the book in PDF

- The latest complete edition of the book in PDF, which criteria correspond to the criteria in...

- The Self-Assessment Excel Dashboard

- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

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