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Методические рекомендации разработала Хмыз Ольга Васильевна, кандидат экономических наук, доцент (стр. 7 из 8)

Программа пенсионной реформы // май 1998 г.

A Comparison Between the Technical Committee Report and the Emerging Markets Committee Report on Valuation and Pricing of Collective Investment Schemes // Joint Report of the Technical Committee and the Emerging Market Committee, IOSCO, May 1999

A Directory of Information — Authorization of Collective Investment Schemes (CIS) and Related Services // Report of the Technical Committee, IOSCO, October 1997

Interpretative Bulletin 94-2 // Department of Labor Pensions and Welfare Benefits Administration, July 29, 1994.

European Commission's Ucits Directive 1985.

Fifteen Principles for the Regulation of Private Occupational Pensions Schemes

Financial Stability Forum Report of the Financial Stability Forum Report Working Group on Highly Leveraged Institutions, Annex E “Report of the Market Dynamics Study Group” and Annex C “Background Note on the Hedge Fund Industry” // March. 2000.

On the Co-ordination of Laws, Regulations and Administrative Provisions Relating to Institutions for Occupational Retirement Provisions — 2000/0260/COD

Selected Principles for the Regulation of Investments by Insurance Companies and Pension Funds

The 1997 Principles for the Supervision of Collective Investment Schemes Operators

The XXIVth Annual Conference of International Organization of Securities Commissions // May 1999

"World Economic Outlook" // International Monetary Fund, various issues

Монографии:

Базовый курс по рынку ценных бумаг под ред. Радыгина А.Д., Хабаровой Л.П., Шапиро Л.Б. // М.: Федеральная комиссия по ценным бумагам России, "Деловой экспресс", 2002

Батраченко О. "Настольная книга международного инвестора" // М.: ОМЕГА-Л, 2005

Биггс Б. "Вышел хеджер из тумана" // М.: Вершина. 2007

Богл Дж. "Взаимные фонды с точки зрения здравого смысла. Новые императивы для разумного инвестора" // М.: Альпина Паблишер, 2002

Вахания В.В. "Международные финансовые институты и контрольные механизмы" // М.: Финансы и кредит, 2004

"Все о паевых фондах" под ред. Капитана М.Е. // М.: Центр коллективных инвестиций, 2001

Жуков Е.Ф. "Инвестиционные институты" // М.: ЮНИТИ, 1998

Зайцев Д.А., Чураева М.Н. Организация и деятельность паевых инвестиционных фондов // М.: Деловой экспресс, 2002

Золотарев И.Б. "Все, что вы хотели знать о паевых фондах" // М.: Финансы и статистика, 1998

Капитан М., Барановский Д. "Паевые фонды. Современный подход к управлению деньгами" // С.-Пб.: ПИТЕР, 2005

Каширин А.И., Семенов А.С. "В поисках бизнес-ангела. Российский опыт привлечения стартовых инвестиций" // М.: Вершина. 2008

Колб Р.В., Родригес Р.Дж. "Финансовые институты и рынки" // М.: Дело и Сервис, 2003

"Коллективные инвесторы в современной России" под ред. Михайлова С.А. // М.: Центр коллективных инвестиций, 1999

"Кто есть кто на рынке коллективных инвестиций" // М.: Национальная лига управляющих, Альпина паблишер, 2003

Макаров А.В. "Инвестируем в ПИФ" // М.: Эксмо, 2005

Макарук З.В. "Инвестиционные фонды в России и США: анализ законодательства и практики правового регулирования" // М.: Экон-информ, 2002

Маршалл Дж.Ф., Банксал В.К. "Финансовая инженерия" // М.: Инфра-М, 1998

Миловидов В.Д. "Паевые инвестиционные фонды" // М.: Анкил, ИНФРА-М, 1996

Миловидов В.Д. "Инвестиционные фонды и трасты: как управлять капиталом (опыт США)" // М.: Анкил, 1992

Миловидов В.И. "Паевые инвестиционные фонды" // М.: Анкил, 1995

Миловидов В.И. "Управление инвестиционными фондами" // М.: Анкил, 1993

Нортон Р.Дж. "Фонды облигаций: путь к получению высоких доходов" // М.: Альпина Паблишер, 2002

Олейник Л.Ф. Методическое пособие для подготовки к базовому квалификационному экзамену Федеральной комиссии по ценным бумагам России // М.: Национальная ассоциация участников фондового рынка, 2003

"Паевые фонды в российской экономике (2002-2004)" под ред. Капитана М.Е. // М.: Русское экономическое общество, 2005

Пивина И.А. "Основные направления деятельности фондов" // М.: Институт проблем управления, 1997

"Программа защиты инвесторов и компенсационные системы" под ред. Омарова А.М., Уколова В.Ф. // М.: Луч, 1999

Савицкий К.Л., Перцев А.П., Капитан М. Инструментарий инвестора // М.: ИНФРА-М, 2000

Соловьев А.К. "Финансовая система государственного пенсионного страхования в России" // М.: Финансы и статистика, 2001

Соловьев А.К. "Финансовая система обязательного пенсионного страхования в России" // М.: Финансы и статистика, 2003

Соловьев А.К. "Финансовая система пенсионного страхования в России" // М.: Финансы и статистика, 1999

Тараканов В.В. "Система коллективных инвестиций: паевые инвестиционные фонды" // Волгоград, ВГУ, 1998

Туруев И.Б. "Мировое значение американских финансовых институтов" // М.: МАКС Пресс, 2003

"Управление коллективными инвестиционными фондами" под ред К. Гилкриста / М. Сент-Джайлс, С. Бакстон, Е. Алексеева // М.: Raster's, 1999

Фонштейн Н.М. "Венчурное финансирование: теория и практика" // М.: АНХ, 1998

Хмыз О.В. "Основные виды инвестиционных компаний" // М.: МГИМО, 2000

Шарп У.Ф., Александр Г.Дж., Бэйли Дж.В. "Инвестиции" // М.: Инфра-М, 1998

Якушев А.В. "Паевые инвестиционные фонды" // М.: Диалог-МГУ, 1999

A Guide to Ethical Investment Funds // Unit Trust Information Centre, London, March 2000

Ageing Population Study / Reforms for an Ageing Society // OECD, 2000

Aitken B. "Have Institutional Investors Destabilized Emerging Markets? // Contemporary Economic Policy, Vol. 16, 1998, pp. 173-184

Alexeeva E., Managing Collective Investment Funds // Cadogan Financial, 2000

Alternative Investment Becomes New Choice // Greenwich, CT.: Greenwich Associates, 2002

Asset Allocation: U.S. Portfolios Adjust to Difficult Markets in 2002 // Greenwich, CT.: Greenwich Associates. 2003

Babbel D., Santomero A. "Risk Management by Insurers" An Analysis of the Process" // The Wharton Financial Institutions Center Working Paper № 96-156, Philadelphia: The Wharton School, University of Pensilvania, 1996

Blake D. "Financial System Requirements for Successful Pension Reform" // Pension Institute, Birkbed College, United Kingdom, 2003

Bollon P., Socially Responsible Investing — From Ethics to Sustainability // The XIVth International Investment Fund Conference, Luxembourg, 17 October 2000

Borensztein E., Gelos G. "A Panic-Prone Pack? The Behavior of Emerging Market Mutual Funds" // International Monetary Fund Staff Papers, IMF, Vol. 50, 2003, pp. 43-63

Borensztein E., Gelos G. "Leaders and Followers: Emerging Market Fund Behavior During Tranquil and Turbulent Times" // Emerging Markets Review, Vol. 4, 2003, pp. 25-38

Borensztein E., Gelos G. "A Panic-Prone Pack? The Behavior of Emerging Market Mutual Funds" // IMF Staff Papers, International Monetary Fund, 2003, Vol. 50, pp. 43–63.

Brealey R.A., Myers S.C. "Principles of Corporate Finance" // 1996

Briys E., de Varenne F. On the Risk of Life Insurance Liabilities: Debunking Some Common Pitfalls // Philadelphia: The Wharton School, University of Pennsylvania, The Wharton Financial Institutions Center Working Paper No. 96–29. 1996

Brown S., Goetzmann W., Park J. Hedge Funds and the Asian Currency Crisis of 1997 // Cambridge, Massachusetts: National Bureau of Economic Research, 1998, NBER Working Paper No. 6427

Campbell J.Y., Viceira L.M. "Strategic Asset Allocation: Portfolio Choice for Long-Term Investors" // New York: Oxford University Press, 2002

Cifuentes R., Desormeaux J., Gonzalez C. Capital Markets in Chile: From Financial Repression to Financial Deepening // Basle: Bank for International Settlements, BIS Papers No. 11, The Development of Bond Markets in Emerging Markets, June. 2002

CIS Unit Pricing, Report of the Emerging Markets Committee // IOSCO, May 1999

Code of Conduct for the Swiss Fund Industry // Swiss Fund Association, August 30, 2000

Code of conduct for the Swiss Fund Industry // Swiss Fund Association

Code of Good Practice: Institutional Investors and Corporate Governance // Association of Unit Trusts and Investment Funds, January 2001

Collective Investment Schemes as Shareholders: Responsibilities and Disclosure // Report of the Technical Committee of the International Оrganization of Securities Commissions, IOSCO, May 2002

Collective Investment Schemes in Emerging Markets // Report of the Emerging Markets Committee, IOSCO, September 1996

Collective Investments: Other People's Money // Report of the Companies and Securities Advisory Committee, Australian Law Reform Commission, 1993

Comments on the Reform of Regulation of Investment Companies // Investment Company Institute, October 1990

Conflicts of Interests of CIS Operators, Report by the Technical Committee // International Organization of Securities Commissions, May 2000

Coping with a Bear in Retirement // Vanguard Investments, 2002, Autumn.

Corporate Governance — A Guide for Investment Managers and Corporations // Investment and Financial Services Association, July 1999

Council Directive on the Coordination of Laws, Regulations and Administrative Provisions relating to Undertakings for Collective Investment in Transferable Securities // Commission of the European Communities, Brussels, December 1985

Davis P.E. "Pension Fund Management and International Investment — A Global Perspective" // Discussional Paper № PI-0206, London: The Pension Institute, Birbeck College, 2002

Davis P.E., Steil B. Institutional Investors // Cambridge, Massachusetts: MIT Press, 2001.

Discussion Paper on International Cooperation in Relation to Cross-Border Activity of Collective Investment Schemes // Report of the Technical Committee, IOSCO, June 1996

Doing Business in Canada // Fasken Martineau Dumoulin Llp., March 2000

Dorfman M., Ennsfellner K. Insurance in Transition Economies: Poland, Czech Republic, and Hungary // Washington, International Insurance Foundation Occasional Paper No. 5. 2002

Drew G.M., Collective Investments // Journal of Applied Finance and Investment, Volume I, March/April 1996

Eichengreen B., Mathieson D. Hedge Funds and Financial Market Dynamics // Washington: International Monetary Fund, 1998, Occasional Paper No. 166.

El-Erian M. The Emerging Markets Heavyweight // Euromoney, 2003

Engen E.M., Lehnert A., Mutual Funds and the U.S. Equity Market // Federal Reserve Bulletin, December 2000

Enhancing a Culture of Independence and Effectiveness // Report of the Advisory Group on Best Practices for Fund Directors, Investment Company Institute, June 1999

Erlichman S.I. "Making It Mutual: Aligning the Interests of Investors and Managers Recommendations for a Mutual Fund Governance Regime for Canada" // Canadian Securities Administrators, June 2000

Exchange Traded Funds — An Emerging Alternative to Mutual Funds // Financial Research Corporation, 2000

Federal Reserve Bank of New York Report // variuos issues

Financial Conglomerates // Financial Stability Review, Issue 1, National Bank of Belgium, 2002

Financing the Future: Mind the Gap // Financial Services Authority, London, May 2002

401(k) Plans Participants: Characteristics, Contributions and Account Activity // Investment Company Institute, Spring, 2000

Franks J., Mayer C., Risks and Regulation in European Asset Management: Is there a Role for Capital Requirements? // Oxford Economic Research Associates, January 2001

Fund Director's Guidebook // American Bar Association, Chicago, 1996

Fung W., Tsatsaronis K. Do Hedge Funds Disrupt Emerging Markets? // Brookings-Wharton Papers on Financial Services, Brookings Institution Press, 1999.

Global Financial Stability Report // International Monetary Fund, various issues

Global Investment Performance Standards // Association for Investment Management and Research, April 1999

Global Proxy Votings Principles // California Public Employees' Retirement System, March 19, 2001

Guide to Mutual Funds // The Investment Company Institute, Washington, DC, various issues

Hanrahan P.F., Regulation of Managed Investment Schemes in Australia // Centre for Corporate Law and Securities Regulation, The University of Melbourne, July 2000

Hayes S.L., Hubbard P.M. "Investment Banking" // 1990

Holzmann R. The World Bank Approach to Pension Reform // Washington: World Bank: Social Protection Discussion Paper Series No. 9807, September. 1999

Holzmann R., MacArthur I.W., Sin Y. Pension Systems in East Asia and the Pacific: Challenges and Opportunities // Washington: World Bank: Social Protection Discussion Paper Series No. 0014. 2000

Horst J., Ter R., Style Analysis and Performance Evaluation of Dutch Mutual Funds // May 1998

Institutional Investment in the United Kingdom: A Review // Paul Myners, HM Treasury 6 March 2001

Institutional Investors in the New Financial Landscape // OECD, 1998.

International Capital Markets. Developments, Prospects and Policy Issues // International Monetary Fund, Washington, DC, various issues

Introductory Guide for Investment Company Directors // Investment Company Institute, September 1995

Investment Funds in Canada and Consumer Protection — Strategies for the Millennium // A Review by Glorianne Stromberg prepared for the Office of Consumer Affairs Industry, Canada, October 1998

Investment in Derivatives by Registered Investment Companies // Investment Company Institute, August 1994

Investment Trusts in Japan // Investment Company Institute, Tokyo, April 2000

Kimura Y., Japanese Investment Fund Regulation Updated // IBA 10th Annual Conference "Globalization of Mutual Funds", Bermuda, May 1999

Lawrence J.G. "Fundamentals of Investing" // 1998

Lumpkin S.A. Supervision of Financial Services in the OECD Area // Financial Market Trends 81, 2002.

Lynch A., Musto W., David K., Understanding Fee Structures in the Asset Management Business // Investment Company Institute, December 1997