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- 1. While there are differences for each type of fund investor, they should share many characteristics. Outline the characteristics of an ideal mutual fund investor, and explain the reasons those characteristics are needed to be successful.
- 2. While your answer in #1 created a profile of a ‘general-purpose’ institutional investor, based on the type of fund listed below, describe the main consideration and defining characteristic for the different types of institutional investors below:
Pension Fund Investor
Life Insurance Fund Investor
Endowment Fund Investor
Mutual Fund Investor
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