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  • Gremillion, Lee L. (Lee Louis)
     
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  • Mutual funds -- United States.
     
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    Mutual fund industry handbook [electronic resource] : a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers ; foreword by John C. Bogle.
    by Gremillion, Lee L. (Lee Louis)
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    Hoboken, N.J. : John Wiley & Sons, Inc., c2005.
    Subjects
  • Mutual funds -- United States.
  • Electronic Resourcehttp://hawaii.lib.overdrive.com/ContentDetails.htm?ID=15A95EEE-7F9E-482B-8880-8BCECC834C1A This title is available online; click here to access
    ISBN: 
    0471754692 (electronic bk. : Adobe Reader)
    Series: 
    Boston Institute of Finance series
    Description: 
    xv, 381 p. : ill. ; 23 cm.
    Contents: 
    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.
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