INSEAD Library

Includes bibliographical references and index

Digitized

Finance and Investment Handbook Contents Acknowledgments Preface to the Seventh Edition PART I Page vi ix HOW TO INVEST YOUR MONEY: 30 KEY PERSONAL INVESTMENT OPPORTUNITIES 3 6 9 11 14 17 19 21 24 26 30 33 34 36 38 41 43 47 49 53 57 58 60 62 64 67 70 73 76 79 82 85 Introduction Personal Investments at a Glance Annuity Bond, Corporate (Interest-Bearing) Closed-End Fund Collectibles Common Stock Convertible Security Exchange-Traded Funds Foreign Stocks and Bonds Futures Contract on a Commodity Futures Contract on an Interest Rate Futures Contract on a Stock Index Government Agency Security Life Insurance (Cash Value) Money Market Fund Mortgage-Backed (Pass-Through) Security Municipal Security Mutual Funds (Open End) Option Contract (Put or Call) Option Contract on a Futures Contract (Futures Option) Option Contract on an Interest Rate (Debt Option) Option Contract on a Stock Index Option Contract or Futures Contract on a Currency Precious Metals Preferred Stock (Nonconvertible) Real Estate Investment Trust (REIT and FREIT) Real Estate, Physical Savings Alternatives Treasury Securities (Bills, Bonds, and Notes) Unit Investment Trust Zero-Coupon Security PART II HOW TO READ AN ANNUAL REPORT How to Read an Annual Report How to Read a Quarterly Report 91 120 PART III HOW TO READ THE FINANCIAL NEWS How to Read the Financial News How to Read Ticker Tapes 123 162 PART IV DICTIONARY OF FINANCE AND INVESTMENT How to Use This Dictionary Effectively Dictionary of Finance and Investment 166 167 PART V FINANCE AND INVESTMENT READY REFERENCE Introduction 1. Sources of Information and Assistance Federal Regulatory Organizations in the United States and Canada U.S. State Attorneys General Offices U.S. State Banking Regulators U.S. State Insurance Regulators U.S. State Securities Regulators Canadian Provincial Agencies Finance and Investment Organizations Finance and Investment Publications Databases, Software, and Online Services for Investing and Financial Planning Online Services for Investing and Financial Planning Investment Web Sites 2. Major Financial Institutions Federal Reserve Banks Primary Government Securities Dealers Federal Home Loan Banks Commercial Banks Canadian Banks Thrift Institutions Canadian Trusts and Loans Life Insurance Companies Brokerage Firms Accounting Firms Securities and Derivatives Exchanges Around the World 3. Mutual Funds 976 977 977 982 986 990 994 998 1000 1007 1018 1019 1023 1025 1025 1028 1030 1031 1036 1037 1042 1045 1050 1057 1059 1066 4. Historical Data AMEX Composite Index Bond Buyer Index (20 Bonds) Dow Jones Industrial Average Dow Jones Transportation Stock Average Dow Jones Utility Average Dow Jones Composite Average Gold (London Afternoon Fix Price) Nasdaq Composite Index NYSE Composite Index SandP 500 Stock Index SandP/TSX Composite Index Treasury Bill (3-Month) Yields Treasury Bond (10-Year) Yields Dow Jones Wilshire 5000 Composite Index Consumer Price Index Discount Rate Federal Funds Rate Index of Leading Economic Indicators Money Supply (M-1) Prime Rate Producer Price Index Unemployment Rate (Civilian) 5. Publicly Traded Companies New York Stock Exchange 500 Nasdaq 100 1098 1099 1100 1103 1106 1110 1112 1114 1116 1117 1118 1121 1122 1123 1125 1126 1127 1130 1131 1133 1135 1136 1138 1140 1142 1170 APPENDIX Selected Further Reading Currencies of the World Abbreviations and Acronyms Index 1179 1185 1189 1209