Collective Investment Vehicles and Alternative Assets

Frank J. Fabozzi and Francesco A. Fabozzi

Chapter 5 in Fundamentals of Institutional Asset Management, 2020, pp 117-141 from World Scientific Publishing Co. Pte. Ltd.

Abstract: In Chapters 3 and 4, we discussed equities and debt instruments. In this chapter, we cover collective investment vehicles and alternative assets. Collective investment vehicles involve the pooling of funds by investors and then the investment of those funds in certain assets and asset classes. Three major advantages of the indirect ownership of securities by investing in collective investment vehicles are the risk reduction through diversification, professional management of assets, and possible favorable tax treatment…

Keywords: Investment Risks; Investment Vehicles; Portfolio Theory; Asset Pricing Theory; Mean-Variance Analysis; Measuring Return; Measuring Risk; Company Equity Analysis; Equity Valuation Models; Common Stock Alpha Strategies; Common Stock Beta Strategies; Smart Beta Strategies; Factor Investing; Equity Indexing; Equity Derivatives; Bond Analytics; Bond Pricing; Interest Rate Risk; Duration; Interest Rate Derivatives; Credit Derivatives; Multi-Asset Portfolio Strategies; Collective Investment Vehicles; Alternative Assets (search for similar items in EconPapers)
JEL-codes: G1 G11 G3 G30 (search for similar items in EconPapers)
Date: 2020
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