The Fund Industry: How Your Money is Managed [Wiley]

Written by Robert Pozen and Theresa Hamacher, Fundamentals of the Fund Industry is the most in-depth and up-to-date guide to navigating the mutual fund industry, written in an accessible style with many examples and charts.The Fund Industry details how mutual funds are marketed, regulated, and invested in stocks and bonds. The book also describes the critical factors needed to choose a specific fund for your investment or retirement plan, including what to look for when reading prospectuses, shareholder reports and third party reviews. In addition, the book:

  • Discusses the spread of mutual funds to Asia, Europe, and Latin America
  • Compares mutual funds to other investment vehicles such as hedge funds and ETFs
  • Shows how to sort mutual funds by categories and subcategories based on security type and investment objective

Too Big to Save?

Industry luminary Robert Pozen offers his insights on the future of U.S. finance

(With foreward by Robert J. Shiller, Yale University)

Too Big To Save? How to Fix The U.S. Financial SystemThe recent credit crisis and the resulting bailout program are unprecedented events in the financial industry. While it’s important to understand what got us here, it’s even more important to consider how we should get out. While there is little question that immediate action was required to stabilize the situation, it is now time to look for a long-term plan to reform the United States financial industry.

That is where Bob Pozen comes in. Perhaps more than anyone in the industry, Pozen commands the respect and attention of the public and private sector. In this timely guide, he outlines his vision for the new financial future and provides actionable advice along the way.

To Pozen, there are four high-priority problems that must be addressed, and this book puts them in perspective

  1. Analyzes alternative models for government stakes in banks
  2. Recommends a new board structure for large financial institutions
  3. Examines the importance of broader Fed jurisdiction over systemic risks
  4. Proposes a way to revive the securitization of loans

With Too Big to Save, you’ll learn the likely future of the finance industry and understand why changes have to be made.