| 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. |
| 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 |
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