Mutual fund industry handbook [Book :]a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle.
Von: Gremillion, Lee L. (Lee Louis).
Mitwirkende(r): John C. Bogle | assistance from PricewaterhouseCoopers.
Materialtyp: BuchReihen: Boston Institute of Finance series. Verlag: Hoboken, N.J. : John Wiley & Sons, Inc., 2005Beschreibung: xv, 381 p. : ill. ; 23 cm.ISBN: 0471736240 ; 0471736244 (cloth).Schlagwörter: Mutual funds -- United StatesDDC-Klassifikation: 332.6327 Online-Ressourcen: Table of contents | Contributor biographical information | Publisher descriptionMedientyp | Aktueller Standort | Signatur | Exemplarnr. | Status | Fälligkeitsdatum |
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Books | 6october 1105 | 332.6327 GM (Regal durchstöbern) | 1 | Verfügbar |
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.
All age.
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