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Mutual Fund Industry Handbook A Comprehensive Guide for Investment Professionals

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ISBN-10: 0471736244

ISBN-13: 9780471736240

Edition: 2005

Authors: Lee Gremillion, Lee Gremillion, Lee Gremillion

List price: $79.00
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Description:

"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…    
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Book details

List price: $79.00
Copyright year: 2005
Publisher: John Wiley & Sons, Incorporated
Publication date: 8/26/2005
Binding: Hardcover
Pages: 400
Size: 6.30" wide x 9.30" long x 1.20" tall
Weight: 1.584
Language: English

LEE GREMILLION is a former partner at PricewaterhouseCoopers where he provided operations and systems expertise to many U.S. mutual funds, insurance companies, investment managers, pension administrators, and banks.� He earned a doctoral degree from Harvard Business School and was professor of management information systems at Indiana University and Boston University. Dr. Gremillion worked for IBM and The Colonial Group, Inc., before joining PricewaterhouseCoopers.THE BOSTON INSTITUTE OF FINANCE (BIF) (www.bostonifi.com) develops and distributes multimedia and interactive learning solutions for professionals in the financial services industry. BIF possesses the largest digital repository…    

Foreword
Acknowledgments
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 Channel
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 Service Providers
Going Abroad: Open-End Funds Outside the United States
Going Forward: Issues and Challenges
Notes
Index