 Mutual Fund Industry Handbook: A Comprehensive Guide for Investment Professionals
ISBN: 978-0-471-73624-0
Hardcover
400 pages
September 2005
US $75.00
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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.
