Gremillion, Lee L.

Mutual fund industry handbook : a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle. - Hoboken, N.J. : John Wiley & Sons, Inc., c2005. - xv, 381 p. : ill. ; 23 cm. - Boston Institute of Finance series .

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

9780471736240


Mutual funds--United States.

HG4930 / .G738 2005

332.6327 / GLM