Background Note | HBS Case Collection | 2012 (Revised from original 2010 version)

Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S.

by Lena G. Goldberg, Robert C. Pozen and Melissa Anne Hammerle
 

Abstract

This note provides students with an explanation of the regulatory and tax framework for hedge funds vs. mutual funds in the U.S.

Keywords: Investment Funds; Corporate Disclosure; Governing Rules, Regulations, and Reforms; Taxation; Financial Services Industry; United States;

9 pages Purchase

Citation:

Goldberg, Lena G., Robert C. Pozen, and Melissa Anne Hammerle. "Note: Disclosure, Regulation, and Taxation of Hedge Funds versus Mutual Funds in the U.S." Harvard Business School Background Note 310-131, May 2012. (Revised from original April 2010 version.)

About the Authors

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Lena G. Goldberg
James M. Collins Senior Lecturer
General Management

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Robert C. Pozen
Senior Lecturer of Business Administration
General Management

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