Mutual Fund Industry Handbook A Comprehensive Guide for Investment Professionals 1st Edition by Lee Gremillion ISBN 978-0471736240 0471736244

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Product details: 

ISBN 10:  0471736244

ISBN 13: 978-0471736240

Author: Lee Gremillion
“The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry.”
— From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard Group

A Foreword by John C. Bogle, founder of The Vanguard Group and one of the most respected leaders in the mutual fund industry, sets the stage for this authoritative book that explains the complexities of the phenomenal industry in simple terms.

Investors like the fact that mutual funds offer professional management, easy diversification, liquidity, convenience, a wide range of investment choices, and regulatory protection. Mutual Fund Industry Handbook touches on all of those features and focuses on the diverse functions performed in the day-to-day operations of the mutual fund industry. You’ll learn about:

• Front-office functions-analysis, buying, and selling.
• Back-office functions, including settlement, custody, accounting, and reporting.
• Commission structures-front-end loads, back-end loads, or level loads.
• The various fund categories used by the Investment Company Institute, Morningstar, and Lipper.
• The roles played by fund managers, investment advisors, custodial banks, distributors, transfer agents, and other third-party service providers.

If you want a definitive reference on the mutual fund industry, this is the book for you.

Table of contents: 

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

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Tags: Lee Gremillion, Mutual Fund Industry, Handbook A Comprehensive