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Mutual Fund Industry Handbook: A Comprehensive Guide for Investment Professionals

ISBN: 978-0-471-73624-0
Hardcover
400 pages
August 2005
List Price: US $75.00
Government Price: US $40.29
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Mutual Fund Industry Handbook: A Comprehensive Guide for Investment Professionals (0471736244) cover image
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Foreword.

Acknowledgments.

Chapter 1: Introduction to the Industry.

Chapter 2: A Brief History of Mutual Funds in the United States.

Chapter 3: Overview of Industry Structure.

Chapter 4: The Mutual Fund—Product Definition.

Chapter 5: The Investment Management Front Office.

Chapter 6: The Investment Management Back Office.

Chapter 7: Fund Accounting, Audit, Legal, and Other Support Functions.

Chapter 8: Fund Distribution: The Broker Channel.

Chapter 9: The Direct, Bank, and Institutional Channels.

Chapter 10: Cross-Channel Issues: Advertising and Retirement Investing.

Chapter 11: The Transfer Agent, Part 1—Shareholder Record Keeping.

Chapter 12: The Transfer Agent, Part 2—Customer Service.

Chapter 13: Other Service Providers.

Chapter 14: Going Abroad: Open-End Funds Outside the United States.

Chapter 15: Going Forward: Issues and Challenges.

Notes.

Index.

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