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| john hancock mutual funds: The Fund Industry Robert Pozen, Theresa Hamacher, 2015-01-05 A guide to how your money is managed, with foreword by Nobel laureate Robert Shiller The Fund Industry offers a comprehensive look at mutual funds and the investment management industry, for fund investors, those working in the fund industry, service providers to the industry and students of financial institutions or capital markets. Industry experts Robert Pozen and Theresa Hamacher take readers on a tour of the business of asset management. Readers will learn how to research a fund and assess whether it's right for them; then they'll go behind the scenes to see how funds are invested, sold and regulated. This updated edition expands coverage of the segments of the industry where growth is hottest, including hedge funds, liquid alternatives, ETFs and target date funds—and adds an introduction to derivatives. Mutual funds are a key component of financial planning for 96 million Americans. Nearly a quarter of U.S. household savings are invested in funds, which give individual investors affordable access to professional management. This book provides a detailed look at how firms in the industry: Invest those savings in stocks and bonds Evaluate the risks and returns of funds Distribute funds directly to consumers or through financial advisors or retirement plans Handle the complex operational and regulatory requirements of mutual funds Vote proxies at the annual meetings of public companies Expand their operations across borders Along the way, the authors describe the latest trends and discuss the biggest controversies—all in straightforward and engaging prose. The Fund Industry is the essential guide to navigating the mutual fund industry. |
| john hancock mutual funds: Morningstar Mutual Fund Sourcebook , 1994 |
| john hancock mutual funds: Bogle On Mutual Funds John C. Bogle, 2015-04-02 The seminal work on mutual funds investing is now a Wiley Investment Classic Certain books have redefined the way we view the world of finance and investing—books that should be on every investor’s shelf. Bogle On Mutual Funds—the definitive work on mutual fund investing by one of finance’s great luminaries—is just such a work, and has been added to the catalog of Wiley’s Investment Classic collection. Updated with a new introduction by expert John Bogle, this comprehensive book provides investors with the wisdom of the pioneer of mutual funds to help you identify and execute the ideal mutual fund investment choices for your portfolio. The former Vanguard Chief Executive, Bogle has long been mutual funds' most outspoken critic; in this classic book, he provides guidance on what you should and shouldn't believe when it comes to mutual funds, along with the story of persistence and perseverance that led to this seminal work. You'll learn the differences between common stock, bond, money market, and balanced funds, and why a passively managed index fund is a smarter investment than a fund managed by someone making weighted bets on individual securities, sectors, and the economy. Bogle reveals the truth behind the advertising, the mediocre performance, and selfishness, and highlights the common mistakes many investors make. Consider the risks and rewards of investing in mutual funds Learn how to choose between the four basic types of funds Choose the lower-cost, more reliable investment structure See through misleading advertising, and watch out for pitfalls Take a look into this timeless classic and let Bogle On Mutual Funds show you how to invest in mutual funds the right way, with the expert perspective of an industry leader. |
| john hancock mutual funds: Investment Company Act of 1940, as Amended United States, 1970 |
| john hancock mutual funds: In Pursuit of the Perfect Portfolio Andrew W. Lo, Stephen R. Foerster, 2021-08-17 How the greatest thinkers in finance changed the field and how their wisdom can help investors today Is there an ideal portfolio of investment assets, one that perfectly balances risk and reward? In Pursuit of the Perfect Portfolio examines this question by profiling and interviewing ten of the most prominent figures in the finance world—Jack Bogle, Charley Ellis, Gene Fama, Marty Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel. We learn about the personal and intellectual journeys of these luminaries—which include six Nobel Laureates and a trailblazer in mutual funds—and their most innovative contributions. In the process, we come to understand how the science of modern investing came to be. Each of these finance greats discusses their idea of a perfect portfolio, offering invaluable insights to today’s investors. Inspiring such monikers as the Bond Guru, Wall Street’s Wisest Man, and the Wizard of Wharton, these pioneers of investment management provide candid perspectives, both expected and surprising, on a vast array of investment topics—effective diversification, passive versus active investment, security selection and market timing, foreign versus domestic investments, derivative securities, nontraditional assets, irrational investing, and so much more. While the perfect portfolio is ultimately a moving target based on individual age and stage in life, market conditions, and short- and long-term goals, the fundamental principles for success remain constant. Aimed at novice and professional investors alike, In Pursuit of the Perfect Portfolio is a compendium of financial wisdom that no market enthusiast will want to be without. |
| john hancock mutual funds: Mutual Fund Sourcebook , 1994 |
| john hancock mutual funds: Mutual Fund Directory , 1997 |
| john hancock mutual funds: Standard & Poor's/Lipper Mutual Fund Profiles , 1994 |
| john hancock mutual funds: John Hancock Mutual Life Insurance Co. v. Ford Motor Company, 322 MICH 209 (1948) , 1948 43 |
| john hancock mutual funds: Annual Report - John Hancock Mutual Life Insurance Company John Hancock Mutual Life Insurance Company, 1970 |
| john hancock mutual funds: Learn to Earn Peter Lynch, John Rothchild, 2012-11-27 Mutual fund superstar Peter Lynch and author John Rothchild explain the basic principles of the stock market and business in an investing guide that will enlighten and entertain anyone who is high school age or older. Many investors, including some with substantial portfolios, have only the sketchiest idea of how the stock market works. The reason, say Lynch and Rothchild, is that the basics of investing—the fundamentals of our economic system and what they have to do with the stock market—aren’t taught in school. At a time when individuals have to make important decisions about saving for college and 401(k) retirement funds, this failure to provide a basic education in investing can have tragic consequences. For those who know what to look for, investment opportunities are everywhere. The average high school student is familiar with Nike, Reebok, McDonald’s, the Gap, and The Body Shop. Nearly every teenager in America drinks Coke or Pepsi, but only a very few own shares in either company or even understand how to buy them. Every student studies American history, but few realize that our country was settled by European colonists financed by public companies in England and Holland—and the basic principles behind public companies haven’t changed in more than three hundred years. In Learn to Earn, Lynch and Rothchild explain in a style accessible to anyone who is high school age or older how to read a stock table in the daily newspaper, how to understand a company annual report, and why everyone should pay attention to the stock market. They explain not only how to invest, but also how to think like an investor. |
| john hancock mutual funds: SEC Docket United States. Securities and Exchange Commission, 1997 |
| john hancock mutual funds: The Armchair Millionaire Douglas Gerlach, Lewis Schiff, 2001-08-23 Invest my money? Forget it. Who knows which way the stock market is headed? And I just plain don't know how to do it. I'll stick my paycheck in the bank, keep my credit card debt as low as I can, and worry about my financial future when I have some extra money. Besides, there's always Social Security, right? WRONG, according to the authors of The Armchair Millionaire (and the geniuses behind the Armchair Millionaire Web site), whose philosophy is simple: if your money isn't working for you, then you'll be working a lot longer than you want to. In plain English, Lewis Schiff and Douglas Gerlach, along with real-life cyber-Armchair Millionaires, show you how to save without budgeting the fun out of life, and invest wisely without losing sleep over your portfolio. Five Steps to Financial Freedom will make it easy for you to build an investment portfolio and help you to: PAY LOWER TAXES: Why and how to give to your IRA or 401(k) until it hurts. PAY YOURSELF FIRST: The secret to building a nest egg is to treat your savings like you treat any bill -- put your financial future at the top of the list of regular monthly payments. GET THE MOST FOR YOUR MONEY: Dollar-cost averaging has been the most successful investment timing method ever used by the pros. Find out how to make it work for you. BUILD YOUR PLAN: Forecast when you'll reach your million-dollar goal with a personalized financial action plan. DISCOVER THE TRUTH BEHIND WHY YOU MUST START INVESTING FOR YOUR FUTURE TODAY: Find out why compounded interest is often called the key to successful wealth-building. Packed with practical advice, personalized tools such as user-friendly worksheets, and actual stories of ordinary people who have built extraordinary portfolios using these methods, The Armchair Millionaire will show you how to get on the road to financial independence at last. |
| john hancock mutual funds: Mutual Fund Shareholders Gordon J. Alexander, Jonathan D. Jones, Peter J. Nigro, 1997 |
| john hancock mutual funds: Investment Guarantees Mary Hardy, 2003-03-06 A comprehensive guide to investment guarantees in equity-linked life insurance Due to the convergence of financial and insurance markets, new forms of investment guarantees are emerging which require financial service professionals to become savvier in modeling and risk management. With chapters that discuss stock return models, dynamic hedging, risk measures, Markov Chain Monte Carlo estimation, and much more, this one-stop reference contains the valuable insights and proven techniques that will allow readers to better understand the theory and practice of investment guarantees and equity-linked insurance policies. Mary Hardy, PhD (Waterloo, Ontario, Canada), is an Associate Professor and Associate Chair of Actuarial Science at the University of Waterloo and is a Fellow of the Institute of Actuaries and an Associate of the Society of Actuaries, where she is a frequent speaker. Her research covers topics in life insurance solvency and risk management, with particular emphasis on equity-linked insurance. Hardy is an Associate Editor of the North American Actuarial Journal and the ASTIN Bulletin and is a Deputy Editor of the British Actuarial Journal. |
| john hancock mutual funds: Federal Register , 1997 |
| john hancock mutual funds: Records & Briefs New York State Appellate DIvision , |
| john hancock mutual funds: Understanding Investments Nikiforos T. Laopodis, 2012-11-12 The author's main goal in writing Understanding Investments is to present the classic theories and strategies in the field of finance in a new, intuitive, and practical way. This text offers context and grounding information to students truly looking, as the title indicates, to understand investments. This textbook brings a number of innovative features to the field: 1. Presentation of material from the economics point of view, stressing the interpretation of concepts, rather than their mere memorization and mechanical application. 2. Shorter, more streamlined chapters, so instructors and students won't be distracted by superfluous detail, and can instead focus on the most relevant issues. 3. Fewer chapters than in current textbooks, so instructors can comfortably cover all material within a semester. 4. Boxes with ‘International Focus’ vignettes, discussions ‘Applying Economic Analysis’ to relevant topics, and featured ‘Lessons from our Times’, allowing students to gain a deeper understanding of the material and its relevant context and applications. 5. Sections in each chapter discussing different investment strategies and their pros and cons. 6. Questions that solicit students' critical thinking skills and problems that require their quantitative expertise to address real-life problems - rather than rote, mechanical questions that merely require regurgitation. |
| john hancock mutual funds: Kiplinger's Personal Finance , 1997-09 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| john hancock mutual funds: The Bogleheads' Guide to Investing Taylor Larimore, Mel Lindauer, Michael LeBoeuf, 2006-04-20 Within this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders. |
| john hancock mutual funds: Reasonable Accommodation JayW. Spechler, 2017-07-12 Reasonable accommodation is defined as any change in the work environment or in the way business is usually conducted that results in equal employment opportunity for an individual with a disability. With the Americans with Disabilities Act in full swing and more than 35,000 court cases on record, there is much to be done to get most companies into compliance. Reasonable Accommodation: Profitable Compliance with the Americans with Disabilities Act was designed to provide those responsible for diversity and implementing the ADA with specific benchmark examples of how companies have provided accommodations that have had a positive impact on profitability, quality, employee and customer relations. This masterfully written book covers many important topics dealing directly with the ADA. It also provides numerous technologies available that can greatly increase productivity and quality of performance for disabled employees, as well as a who's who of case studies including: AT&T, Boeing, Federal Express, Ford Motor Co., Bank of America, Digital Equipment, General Electric Co., IBM, Motorola, WAUSAU Insurance Co., Sears Roebuck, Philip Morris, and many more. |
| john hancock mutual funds: A Piece of the Action Joe Nocera, 2013-10-15 Now with a new introduction describing the fallout of America’s consumer credit boom, 1994’s wildly acclaimed bestseller A Piece of the Action tells the story of how millions of middle class Americans went from being savers to borrowers and investors through the invention of credit cards, mutual funds, and IRAs—resulting in profound societal change. “America began to change on a mid-September day in 1958, when the Bank of America dropped its first 60,000 credit cards on the unassuming city of Fresno, California.” So begins Joe Nocera’s riveting account of one of the most astonishing revolutions in modern American life—what Nocera labels “the money revolution.” In the decades since, the middle class has gained access to credit cards, to mutual funds, to retirement accounts—and to hundreds of other financial vehicles that have allowed everyone to get “a piece of the action.” In this lively, engaging book, some of the great financial characters of modern times—from Charles Merrill to Charles Schwab to Peter Lynch—strut across the stage as the course of this great financial shift is charted. In an all-new introduction, Nocera takes a look back at the consequences of the money revolution. Were members of the middle class as prepared as the innovators claimed to take control of their financial lives? Or did events like the dot-com and the housing bubbles suggest something else: that far too many of us lacked the wherewithal to make sound investment decisions? |
| john hancock mutual funds: Mutual Fund Legislation of 1967 United States. Congress. Senate. Committee on Banking and Currency, 1967 Pt. 1-2: Considers S. 1659, to amend the Investment Company Act and the Investment Advisers Act to increase control over operations of mutual funds and their investment advisers. |
| john hancock mutual funds: Internal Revenue Bulletin United States. Internal Revenue Service, 1979 |
| john hancock mutual funds: Directory, Mutual Funds, Closed-end Funds, Unit Investment Trust Sponsors , 1999 |
| john hancock mutual funds: Impediments to Union Democracy United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Employer-Employee Relations, 1999 |
| john hancock mutual funds: Impediments to Union Democracy: Rank-and-file rights in the American Radio Association United States. Congress. House. Committee on Education and the Workforce. Subcommittee on Employer-Employee Relations, 1998 |
| john hancock mutual funds: Free Stuff and Good Deals for Folks Over 50 Linda Bowman, 2007-11-01 The completely revised 3rd edition of Free Stuff & Good Deals for Folks over 50 features goods and services that are either absolutely free or are such a fantastic deal, they won’t want to pass them up! And best of all, author and professional bargain hunter Linda Bowman shows them how to obtain their free gifts and incredible bargains quickly and easily. This fact-filled guide is packed with information on where to find: • Free Entertainment • Incredible Travel Bargains • Free Health Care Information • Prescription Medicine Discounts • Free Financial, Investment and Tax Advice • Free Educational Opportunities • Sports, Fitness and Exercise Bargains • Free Magazines, Newsletters, Catalogs and Books • Free Medicare and Insurance Information • Organizations and Associations for Folks over 50 . . . and much more! |
| john hancock mutual funds: Kiplinger's Personal Finance , 1996-05 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| john hancock mutual funds: Federal Register Index , 1999 |
| john hancock mutual funds: Stocks Under Rocks Peter Ricchiuti, Annette Naake Sisco, 2014 Find great stocks in your own backyard: master do-it-yourself research techniques for uncovering today's best small-cap equity opportunities! Peter Ricchiuti reveals the secrets of Tulane University's Burkenroads Reports program, where he and 200+ business students work together to uncover less-followed, frequently misunderstood, and seemingly un-sexy companies that often produce superior investment returns. Their research on these orphan stocks powers The Burkenroad Mutual Fund, which has outperformed 99% of all stock funds over the past eleven years. You've seen them on CNBC, CNN, and the Nightly Business report... read about them in the Wall Street Journal and the New York Times. Now, Ricchiuti shows how they do it - and how some well-informed stock sleuthing can pay off big for you, too. You'll discover why underfollowed small-cap equities now offer exceptional investment opportunities, and how to leverage the surprising hidden advantages available to individual investors - including the ability to trade in stocks that don't generate the volume and liquidity institutional investors require. Fact is, there's very little innovative equity research on Wall Street anymore. That gives you a powerful advantage - and Ricchiuti gives you the principles and simple techniques you need to take advantage of it. Stocks Under Rocks will be the next classic for every personal investor who wants to find great investments and have fun doing it! |
| john hancock mutual funds: Report of Investigation of Enron Corporation and Related Entities Regarding Federal Tax and Compensation Issues, and Policy Recommendations , 2003 |
| john hancock mutual funds: Report of Investigation of Enron Corporation and Related Entities Regarding Federal Tax and Compensation Issues, Etc., Volume I: Report, February 2003 , 2003 |
| john hancock mutual funds: 105-2 Hearing: Impediments to Union Democracy, Part IV: Rank-And-File Rights in the American Radio Association, Serial No. 105-146, September 24, 1998 , 1999 |
| john hancock mutual funds: Index of Releases United States. Securities and Exchange Commission, 1984 |
| john hancock mutual funds: Mutual Funds John A. Haslem, 2009-11-02 An authoritative, must-read guide to making more informed decisions about mutual funds Providing a balance of theory and application, this authoritative book will enable you to evaluate the various performance and risk attributes of mutual funds. It covers a broad range of topics, including understanding the advantages and disadvantages of mutual funds, evaluating stock/bond allocations within fund portfolios, assessing fund diversification risk, measuring fund returns and risk, and making fund buy/sell decisions. While informative chapters combine clear summaries of existing research with practical guidelines for mutual fund analysis, step-by-step decision checklists guide you through the selection of various mutual funds. Puts the risks and rewards of mutual fund investing in perspective Skillfully examines how to select and evaluate the best mutual funds Outlines mutual fund service advantages and disadvantages Discusses the long- and short-term effectiveness of mutual funds Covering major theoretical and management issues in mutual fund analysis and portfolio management, this book is an authoritative guide. |
| john hancock mutual funds: Kiplinger's Personal Finance , 1997-07 The most trustworthy source of information available today on savings and investments, taxes, money management, home ownership and many other personal finance topics. |
| john hancock mutual funds: Mutual Funds Update , 1999-05 |
| john hancock mutual funds: Morningstar Mutual Fund 500 , 1993 |
| john hancock mutual funds: SEC News Digest , 1980 Lists documents available from Public Reference Section, Securities and Exchange Commission. |
John 1 NIV - The Word Became Flesh - In the - Bible Gateway
John the Baptist Denies Being the Messiah. 19 Now this was John’s testimony when the Jewish leaders in Jerusalem sent priests and Levites to ask him who he was. 20 He did not fail to …
John 1 KJV - In the beginning was the Word, and the - Bible Gateway
26 John answered them, saying, I baptize with water: but there standeth one among you, whom ye know not; 27 He it is, who coming after me is preferred before me, whose shoe's latchet I …
John 1 NLT - Prologue: Christ, the Eternal Word - In - Bible Gateway
6 God sent a man, John the Baptist, 7 to tell about the light so that everyone might believe because of his testimony. 8 John himself was not the light; he was simply a witness to tell …
John 1 NKJV - The Eternal Word - In the beginning was - Bible …
John’s Witness: The True Light. 6 There was a man sent from God, whose name was John. 7 This man came for a witness, to bear witness of the Light, that all through him might believe. 8 …
John 6 NIV - Jesus Feeds the Five Thousand - Some - Bible Gateway
Jesus Feeds the Five Thousand - Some time after this, Jesus crossed to the far shore of the Sea of Galilee (that is, the Sea of Tiberias), and a great crowd of people followed him because they …
John 11 NIV - The Death of Lazarus - Now a man named - Bible …
The Death of Lazarus - Now a man named Lazarus was sick. He was from Bethany, the village of Mary and her sister Martha. (This Mary, whose brother Lazarus now lay sick, was the same …
John 5 NIV - The Healing at the Pool - Some time - Bible Gateway
John 5:4 Some manuscripts include here, wholly or in part, paralyzed—and they waited for the moving of the waters. 4 From time to time an angel of the Lord would come down and stir up …
John 16 NIV - “All this I have told you so that you - Bible Gateway
“All this I have told you so that you will not fall away. They will put you out of the synagogue; in fact, the time is coming when anyone who kills you will think they are offering a service to God. …
JOhn 19 NIV - Jesus Sentenced to Be Crucified - Bible Gateway
Jesus Sentenced to Be Crucified - Then Pilate took Jesus and had him flogged. The soldiers twisted together a crown of thorns and put it on his head. They clothed him in a purple robe …
John 8 NIV - but Jesus went to the Mount of Olives. - Bible Gateway
John 8:28 The Greek for lifted up also means exalted. John 8:38 Or presence. Therefore do what you have heard from the Father. John 8:39 Some early manuscripts “If you are Abraham’s …
John 1 NIV - The Word Became Flesh - In the - Bible Gateway
John the Baptist Denies Being the Messiah. 19 Now this was John’s testimony when the Jewish leaders in Jerusalem sent priests and Levites to ask him who he was. 20 He did not fail to …
John 1 KJV - In the beginning was the Word, and the - Bible Gateway
26 John answered them, saying, I baptize with water: but there standeth one among you, whom ye know not; 27 He it is, who coming after me is preferred before me, whose shoe's latchet I …
John 1 NLT - Prologue: Christ, the Eternal Word - In - Bible Gateway
6 God sent a man, John the Baptist, 7 to tell about the light so that everyone might believe because of his testimony. 8 John himself was not the light; he was simply a witness to tell …
John 1 NKJV - The Eternal Word - In the beginning was - Bible …
John’s Witness: The True Light. 6 There was a man sent from God, whose name was John. 7 This man came for a witness, to bear witness of the Light, that all through him might believe. 8 …
John 6 NIV - Jesus Feeds the Five Thousand - Some - Bible Gateway
Jesus Feeds the Five Thousand - Some time after this, Jesus crossed to the far shore of the Sea of Galilee (that is, the Sea of Tiberias), and a great crowd of people followed him because they …
John 11 NIV - The Death of Lazarus - Now a man named - Bible …
The Death of Lazarus - Now a man named Lazarus was sick. He was from Bethany, the village of Mary and her sister Martha. (This Mary, whose brother Lazarus now lay sick, was the same …
John 5 NIV - The Healing at the Pool - Some time - Bible Gateway
John 5:4 Some manuscripts include here, wholly or in part, paralyzed—and they waited for the moving of the waters. 4 From time to time an angel of the Lord would come down and stir up …
John 16 NIV - “All this I have told you so that you - Bible Gateway
“All this I have told you so that you will not fall away. They will put you out of the synagogue; in fact, the time is coming when anyone who kills you will think they are offering a service to God. …
JOhn 19 NIV - Jesus Sentenced to Be Crucified - Bible Gateway
Jesus Sentenced to Be Crucified - Then Pilate took Jesus and had him flogged. The soldiers twisted together a crown of thorns and put it on his head. They clothed him in a purple robe …
John 8 NIV - but Jesus went to the Mount of Olives. - Bible Gateway
John 8:28 The Greek for lifted up also means exalted. John 8:38 Or presence. Therefore do what you have heard from the Father. John 8:39 Some early manuscripts “If you are Abraham’s …
