AuthorTopic: Exchange Funds
@2014-06-22 06:42:15
I'm looking for a list of investment firms that offer exchange funds (not to be confused with exchange traded funds). I know that Bessemer Trust, JP Morgan, Eaton Vance, Salomon Smith Barney, and Donaldson Lufkin & Jenrette offer the funds. Any others?
@2014-06-26 15:06:25

CFA Discussion Topic: Exchange Funds

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I passed! I did not get a chance to tell you before the exam - but your site was excellent. I will definitely take it next year for Level II.
Tamara Schultz

Tamara Schultz