Mutual fund industry handbook: a comprehensive guide for investment professionals
Saved in:
| Main Author: | |
|---|---|
| Format: | Book |
| Language: | English |
| Published: |
Hoboken, NJ
Wiley
2005
|
| Series: | Boston Institute of Finance series
|
| Subjects: | |
| Online Access: | Inhaltsverzeichnis |
| Physical Description: | XV, 381 p. graph. Darst. |
| ISBN: | 9780471736240 0471736244 |
Staff View
MARC
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Record in the Search Index
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| adam_text | Contents
Foreword ix
Acknowledgments xv
Chapter 1 Introduction to the Industry 1
Chapter 2 A Brief History of Mutual Funds in the United States 13
Chapter 3 Overview of Industry Structure 35
Chapter 4 The Mutual Fund—Product Definition 57
Chapter 5 The Investment Management Front Office 83
Chapter 6 The Investment Management Back Office 109
Chapter 7 Fund Accounting, Audit, Legal, and Other Support Functions 131
Chapter 8 Fund Distribution: The Broker Channel 159
Chapter 9 The Direct, Bank, and Institutional Channels 187
Chapter 10 Cross-Channel Issues: Advertising and Retirement Investing 207
Chapter 11 The Transfer Agent, Part 1 —Shareholder Record Keeping 229
Chapter 12 The Transfer Agent, Part 2—Customer Service 271
Chapter 13 Other Service Providers 293
Chapter 14 Going Abroad: Open-End Funds Outside the United States 307
Chapter 15 Going Forward: Issues and Challenges 329
Notes 357
Index 373
vii
|
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| id | DE-604.BV036506722 |
| illustrated | Illustrated |
| indexdate | 2024-07-09T22:41:51Z |
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| isbn | 9780471736240 0471736244 |
| language | English |
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| physical | XV, 381 p. graph. Darst. |
| publishDate | 2005 |
| publishDateSearch | 2005 |
| publishDateSort | 2005 |
| publisher | Wiley |
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| series2 | Boston Institute of Finance series |
| spelling | Gremillion, Lee L. Verfasser aut Mutual fund industry handbook a comprehensive guide for investment professionals Lee Gremillion Hoboken, NJ Wiley 2005 XV, 381 p. graph. Darst. txt rdacontent n rdamedia nc rdacarrier Boston Institute of Finance series Mutual funds United States Fund accounting United States USA HBZ Datenaustausch application/pdf http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=020429040&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA Inhaltsverzeichnis |
| spellingShingle | Gremillion, Lee L. Mutual fund industry handbook a comprehensive guide for investment professionals Mutual funds United States Fund accounting United States |
| title | Mutual fund industry handbook a comprehensive guide for investment professionals |
| title_auth | Mutual fund industry handbook a comprehensive guide for investment professionals |
| title_exact_search | Mutual fund industry handbook a comprehensive guide for investment professionals |
| title_full | Mutual fund industry handbook a comprehensive guide for investment professionals Lee Gremillion |
| title_fullStr | Mutual fund industry handbook a comprehensive guide for investment professionals Lee Gremillion |
| title_full_unstemmed | Mutual fund industry handbook a comprehensive guide for investment professionals Lee Gremillion |
| title_short | Mutual fund industry handbook |
| title_sort | mutual fund industry handbook a comprehensive guide for investment professionals |
| title_sub | a comprehensive guide for investment professionals |
| topic | Mutual funds United States Fund accounting United States |
| topic_facet | Mutual funds United States Fund accounting United States USA |
| url | http://bvbr.bib-bvb.de:8991/F?func=service&doc_library=BVB01&local_base=BVB01&doc_number=020429040&sequence=000002&line_number=0001&func_code=DB_RECORDS&service_type=MEDIA |
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