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Institutional Investors

Roy C. Smith and Ingo Walter

in Governing the Modern Corporation: Capital Markets, Corporate Control, and Economic Performance

Published in print:
2006
Published Online:
September 2006
ISBN:
9780195171679
eISBN:
9780199783618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195171675.003.0006
Subject:
Economics and Finance, Microeconomics

This chapter explores the critical role of institutional investors as fiduciaries and in the governance of public companies. These institutions have more frequently encountered agency conflicts as ... More


Introduction

Matthew P. Fink

in The Rise of Mutual Funds: An Insider's View

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195336450
eISBN:
9780199868469
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195336450.003.0001
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Mutual funds have been phenomenally successful. More than 88 million Americans own fund shares. Mutual funds are the largest financial industry in the world, having assets of over $12 trillion. Since ... More


From Thrift and Insurance to Everyday Investment

Paul Langley

in The Everyday Life of Global Finance: Saving and Borrowing in Anglo-America

Published in print:
2008
Published Online:
September 2008
ISBN:
9780199236596
eISBN:
9780191717079
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199236596.003.0003
Subject:
Economics and Finance, Financial Economics

This chapter argues that contemporary financial market investment practices are not the consequence of the grip of some collective and irrational psychology, but are made possible because investment ... More


Socially Responsible Investment

Paul Langley

in The Everyday Life of Global Finance: Saving and Borrowing in Anglo-America

Published in print:
2008
Published Online:
September 2008
ISBN:
9780199236596
eISBN:
9780191717079
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199236596.003.0006
Subject:
Economics and Finance, Financial Economics

This chapter focuses on the presence, practicalities, possibilities, and problematics of dissent which (re)politicizes everyday investment. Specifically, it concentrates on two extended and related ... More


Introduction

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0001
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

This introductory chapter sets out the purpose of the book, which is to describe the specific events that by design or good fortune have produced the long history of success of the mutual fund ... More


When, Why, and How Do Mutual Fund Investors Use Financial Advisers?

Sarah A. Holden

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0012
Subject:
Business and Management, Pensions and Pension Management

More than four in ten US households own mutual funds and half of mutual fund-owning households indicate they have ongoing advisory relationships. Financial advisers provide a wide range of investment ... More


Modernizing SEC Regulation

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0010
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

This chapter discusses the modernization of mutual fund industry regulation. The explosive growth of and dramatic changes in the mutual fund industry during the 1980s and 1990s led the Securities and ... More


The Rise of Mutual Funds: An Insider's View

Matthew P. Fink

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195336450
eISBN:
9780199868469
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195336450.001.0001
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

The book describes the developments that caused mutual funds to go from a virtually unknown financial product in the 1920s to the largest financial industry in the world today. It covers the ... More


John C. Bogle: 1929–: Saint Jack

Edward Morris

in Wall Streeters: The Creators and Corruptors of American Finance

Published in print:
2015
Published Online:
May 2016
ISBN:
9780231170543
eISBN:
9780231540506
Item type:
chapter
Publisher:
Columbia University Press
DOI:
10.7312/columbia/9780231170543.003.0006
Subject:
Business and Management, Business History

The chapter describes the founding of the Vanguard mutual fund company by Jack Bogle and development of index funds.


Early Development

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0004
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

This chapter discusses the first thirty years of the modern mutual fund industry, 1940 to 1970, which witnessed an extremely strong stock market and a corresponding boom in mutual funds as they were ... More


Mutual Funds and Exchange-Traded Funds: Building Blocks to Wealth

H. Kent Baker, Greg Filbeck, and Halil Kiymaz (eds)

Published in print:
2015
Published Online:
November 2015
ISBN:
9780190207434
eISBN:
9780190207465
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780190207434.001.0001
Subject:
Economics and Finance, Financial Economics

In today’s financial environment, mutual funds and exchange-traded funds (ETFs) are dynamic areas that continue to evolve at a rapid pace. This book provides a synthesis of the theoretical and ... More


The Trading Scandals

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0012
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

The record 1982–2000 bull market ended with a bubble in high-technology and telecom stocks, followed by a severe bear market and revelations of a number of major corporate and accounting scandals, ... More


Other Responses to theBear Market

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0006
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Well before the start of the prolonged bear market of the 1970s, people in the mutual fund industry, at the Securities and Exchange Commission, in academia, and elsewhere thought about the creation ... More


The Supply of Securities

Hendrik S. Houthakker and Peter J. Williamson

in The Economics of Financial Markets

Published in print:
1996
Published Online:
November 2003
ISBN:
9780195044072
eISBN:
9780199832958
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/019504407X.003.0003
Subject:
Economics and Finance, Financial Economics

The supply of securities is examined both in terms of the contractual characteristics and importance of each main type and the way in which the actual performance and supply of each over time is ... More


The Everyday Life of Global Finance: Saving and Borrowing in Anglo-America

Paul Langley

Published in print:
2008
Published Online:
September 2008
ISBN:
9780199236596
eISBN:
9780191717079
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199236596.001.0001
Subject:
Economics and Finance, Financial Economics

Grounded in literature from the sociology of finance and international political economy, and informed by extensive empirical research, this book explores the unprecedented relationships that now ... More


Institutional Asset Management and Insurance

Roy C. Smith and Ingo Walter

in Global Banking

Published in print:
2003
Published Online:
November 2003
ISBN:
9780195134360
eISBN:
9780199833009
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0195134362.003.0010
Subject:
Economics and Finance, Financial Economics, International

The institutional asset management industry is likely to be one of the largest and most dynamic segments of the global financial services industry in the years ahead. Offers an analysis of the types ... More


The Rise of Mutual Funds: An Insider’s View

Matthew P. Fink

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.001.0001
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

In 1940 few Americans had heard of mutual funds. Today, US mutual funds are the largest financial industry in the world, with over 88 million shareholders and over $11 trillion in assets. This book ... More


Beginning the Foundation

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0002
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Many developments in recent years have contributed to mutual funds' success, including generally rising securities markets, a growing middle class, the creation of new types of funds and new ways to ... More


Responding to Fund Growth: Calls for New Types of Regulation

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0009
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

The eighteen-year bull market of 1982 to 2000, combined with new fund products and distribution systems and legislation providing incentives for individual retirement savings, propelled mutual funds ... More


The Closed End Fund Puzzle

Andrei Shleifer

in Inefficient Markets: An Introduction to Behavioral Finance

Published in print:
2000
Published Online:
November 2003
ISBN:
9780198292272
eISBN:
9780191596933
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0198292279.003.0003
Subject:
Economics and Finance, Financial Economics

Begins by describing the closed end fund puzzle and enumerating some of the standard accounts that have been used to explain it. Then, applying the model developed in the previous chapter, the author ... More


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