Mutual fund industry handbook : a comprehensive guide for investment professionals /
Gremillion, Lee L.(Lee Louis)
Hoboken, N.J. : John Wiley & Sons, Inc.,
c2005.
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.
Mutual funds