Mutual fund industry handbook : a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle.

By: Gremillion, Lee L. (Lee Louis)Material type: TextTextLanguage: English Series: Boston Institute of Finance seriesPublication details: Hoboken, N.J. : John Wiley & Sons, Inc., c2005Description: xv, 381 p. : ill. ; 23 cmContent type: ISBN: 9780471736240Subject(s): Mutual funds -- United StatesDDC classification: 332.6327 LOC classification: HG4930 | .G738 2005Online resources: Click here to access online | Click here to access online | Click here to access online
Contents:
Introduction to the industry -- A brief history of mutual funds in the United States -- Overview of industry structure -- The mutual fund---product definition -- The investment management front office -- The investment management back office -- Fund accounting, audit legal, and other support functions -- Fund distribution: the broker channels -- The direct, bank, and institutional channels -- Cross-channel issues: advertising and retirement investing -- The transfer agent, Part 1-shareholder record keeping -- The transfer agent, Part 2---customer service -- Other services provided -- Going abroad: open-end funds .outside the United States -- Going forward: issues and challenges
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Item type Current library Home library Call number Status Notes Date due Barcode Item holds
Books Books BUC
BUC
332.6327 GLM (Browse shelf (Opens below)) Available E - 49 15296
Total holds: 0

Includes bibliographical references p. (257-372) and index.

Introduction to the industry -- A brief history of mutual funds in the United States -- Overview of industry structure -- The mutual fund---product definition -- The investment management front office -- The investment management back office -- Fund accounting, audit legal, and other support functions -- Fund distribution: the broker channels -- The direct, bank, and institutional channels -- Cross-channel issues: advertising and retirement investing -- The transfer agent, Part 1-shareholder record keeping -- The transfer agent, Part 2---customer service -- Other services provided -- Going abroad: open-end funds
.outside the United States -- Going forward: issues and challenges

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