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Mutual fund industry handbook : a comprehensive guide for investment professionals

Mutual fund industry handbook : a comprehensive guide for investment professionals (Loan 2 times)

Material type
단행본
Personal Author
Gremillion, Lee L. (Lee Louis)
Title Statement
Mutual fund industry handbook : a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle.
Publication, Distribution, etc
Hoboken, N.J. :   John Wiley & Sons, Inc.,   c2005.  
Physical Medium
xv, 381 p. : ill. ; 23 cm.
Series Statement
Boston Institute of Finance series
ISBN
9780471736240 (cloth) 0471736244 (cloth)
Content Notes
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.
Bibliography, Etc. Note
Includes bibliographical references p. (257-372) and index.
Subject Added Entry-Topical Term
Mutual funds -- United States.
000 01935camuu22002774a 4500
001 000045262709
005 20060602110206
008 050609s2005 njua b 001 0 eng
010 ▼a 2005016635
020 ▼a 9780471736240 (cloth)
020 ▼a 0471736244 (cloth)
040 ▼a DLC ▼c DLC ▼d DLC ▼d 244002
082 0 0 ▼a 332.63/27 ▼2 22
090 ▼a 332.6327 ▼b G825m
100 1 ▼a Gremillion, Lee L. ▼q (Lee Louis)
245 1 0 ▼a Mutual fund industry handbook : ▼b a comprehensive guide for investment professionals / ▼c Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle.
260 ▼a Hoboken, N.J. : ▼b John Wiley & Sons, Inc., ▼c c2005.
300 ▼a xv, 381 p. : ▼b ill. ; ▼c 23 cm.
440 0 ▼a Boston Institute of Finance series
504 ▼a Includes bibliographical references p. (257-372) and index.
505 0 ▼a 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.
650 0 ▼a Mutual funds ▼z United States.

Holdings Information

No. Location Call Number Accession No. Availability Due Date Make a Reservation Service
No. 1 Location Sejong Academic Information Center/Social Science/ Call Number 332.6327 G825m Accession No. 151205918 Availability Available Due Date Make a Reservation Service C

Contents information

Table of Contents

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.


Information Provided By: : Aladin

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