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.
OBNB doesn't sell books, but you may be able to find a copy at one of these websites:
Mutual fund industry handbook : a comprehensive guide for investment professionals by Lee L. Gremillion. ISBN 0471736244. Published by Wiley in 2005. Publication and catalogue information, links to buy online and reader comments.
