Tuesday, August 27, 2019

Bottoms Up Market Sizing Research Paper Example | Topics and Well Written Essays - 1000 words

Bottoms Up Market Sizing - Research Paper Example With unit investment trust which are registered companies that posses both characteristics of mutual funds and closed-end funds, their presence is attributed to low number of investment companies below year 2000 level despite net increase since in 2005. The number of new UITs has increased by 2011 by opening 51 new trusts, while closed end fund sponsors had increased with 10 by 2011 since year2005 (Investment Company institute, p, 17). ETFs which are regarded as hybrid of other investment companies (Dow Jones& company) have continued to increase with significant speed where 216 new fund have been opened, on net, by 2011 there were 1,166 ETFs which is 15 times that existed at year 2000 ( Investment Company institute,p.19). ... ,880 642 743 5,984 16,249 2009 8,612 627 820 6,049 16,108 8,540 624 950 5,971 16,085 2011 8,684 634 1,166 6,022 16,506 Source: Â   Source: Investment Company,p.19 Assets Managed By Fund Managers United state represented the world largest of mutual fund market, at the end of 2010 i.e. 11.8 trillion under management which is 48 % of global mutual fund asset under management (Investment Company institute, p.14). US registered investment companies managed $13 trillion by the end of 2011 (investment company fact book, p. 8) while this figure represent is a decrease of $ 129 billion since 2010. This is attributed to 1 % stock index fall hence decrease in total of net asset of fund invested in domestic equity market. Also through lowering of US equity and bond fund that held international asset, resulted to decrease in dollar value of non domestic securities in their portfolios (Investment Company institute, p.34). Asset under Fund Managers Year Tax-free debt trust assets (left scale) Taxa ble debt trust assets (left scale) Equity trust assets (left scale) Total trust assets (left scale) 1992 81 10 6 98 1993 71 9 8 88 1994 a 7 9 74 1995 51 8 14 73 1996 41 8 23 72 1997 38 6 41 85 1998 32 5 56 94 1999 26 4 62 92 2000 23 4 48 74 2001 19 4 26 49 2002 17 4 15 36 2003 13 3 19 36 2004 11 3 23 37 2005 10 2 29 41 2006 9 2 39 50 2007 8 2 43 53 2008 6 2 20 29 2009 10 4 25 38 2010 13 4 34 51 2011 16 4 41 60 Source: Investment Company institute, p.34 Revenue Generated By Assets under Fund Managers Financial currency trading market is quite dynamic with which changes daily and keep evolving as technology keep changing the course of online trading (Jeulin). Income represented by divided distribution mainly is generated from interest and divided earned from securities in fund manager

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