Collective Investment Schemes Documents

31.08.2016 | OICV-IOSCO | OICV-IOSCO

The term ‘collective investment scheme’ includes authorised or regulated open-ended investment funds that will redeem their units or shares, whether on a continuous or periodic basis. It also includes closed-ended funds whose shares or units are...

14.09.2014 | K. Miyajima, I. Shim | Bank for International Settlements (BIS)

The turbulence in emerging market economies (EMEs) in mid-2013 has reminded policymakers and investors of the importance of actions by large asset managers for relatively small and illiquid EME asset markets. The presence of asset managers in EMEs...

31.05.2013 | OICV/IOSCO | OICV/IOSCO

This paper offers updated principles on policies and procedures for Collective Investment Scheme (CIS) valuation, aimed at ensuring CIS asset valuations are not distorted to the disadvantage of CIS investors. These updated principles draw on prior...

31.03.2013 | OICV-IOSCO | OICV-IOSCO

This report contains principles against which both the industry and regulators can assess the quality of regulation and industry practices concerning liquidity risk management for collective investment vehicles. The aim of these principles is to...

01.12.2010 | W. Mako, D. Sourrouille | The World Bank

This paper examines the development of investment funds in MENA countries and addresses issues relating to investor protection, and product and sector development. The paper also addresses issues constraining the development of investment funds in...

31.07.2010 | J.S. Lutwama | Capital Markets Authority - Uganda

This report presents an analysis of the factors affecting the development of Unit Trusts in Uganda. The Collective Investment Schemes (CIS) industry has been in existence in Uganda for six (6) years, the first and only Unit Trust Manager having...

31.12.2005 | S. Elfakhani, K. Hassan | Economic Research Forum (ERF)

This study is aimed at assessing the performance of the Islamic mutual funds, examining whether there exists any significant reward or penalty for investing in them.

31.05.2003 | D. Fernando, L. Klapper, V. Sulla et al. | The World Bank

This paper uses aggregate data from a cross section of 40 developed, developing and transition countries to study the structure and growth pattern of mutual funds in different countries and analyse the determinants of mutual fund growth.

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