ISBN: | 0471736244 (cloth) |
其他标准号: | 9780471736240 |
编目源: | DLC DLC UKM BAKER C#P |
地理区域代码: | n-us--- |
个人名称: | Gremillion, Lee L. |
题名: | Mutual fund industry handbook : a comprehensive guide for investment professionals / Lee Gremillion with assistance from PricewaterhouseCoopers; foreword by John C. Bogle. |
索书号: | F837.12/G786E |
出版发行项: | Hoboken, N.J. : John Wiley & Sons, Inc., c2005. |
载体形态: | xv, 381 p. : ill. ; 23 cm. |
丛编说明: | Boston Institute of Finance series. |
书目附注: | Includes bibliographical references p. (357-372) and index. |
格式化内容附注: | 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. |