THE RELATIONSHIP BETWEEN OPEN-END INVESTMENT COMPANIES AND THEIR INVESTMENT ADVISERS WITH SPECIAL EMPHASIS ON MANAGEMENT FEE RATES.

Abstract

This subject is investigated by concentrating on four primary areas of interest: (1) management and supervision of the investment company portfolio by the investment company adviser, (2) the relationship of investment company size to the management fee rate paid the investment adviser, (3) the relationship of investment company size to the operating expenses of the company (exclusive of management fee) and (4) the relationship of investment company performance to the management fee rate paid the investment adviser. Correlation analyses are performed to determine these relationships, utilizing data excerpted from current prospectuses and annual reports of representative samples of the companies now in existence. (Author)

Document Details

Document Type
Technical Report
Publication Date
Jan 01, 1965
Accession Number
AD0475414

Entities

People

  • Bennie L. Corley

Organizations

  • Naval Postgraduate School

Tags

DTIC Thesaurus Topics

  • Business Administration
  • Correlation Analysis
  • Data Science
  • Information Science
  • Investments
  • Knowledge Management
  • Personnel Management
  • Supervision

Fields of Study

  • Business

Readers

  • Government and Public Administration Law.
  • Life Cycle Cost Analysis
  • Systems Analysis and Design