Gremillion, L 　著

内容

目次

Foreword. Acknowledgments. 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. Notes. Index.