The Mutual Fund Business

Abstract

Part 1 Overview: indirect investing - mutual funds versus commercial banks evolution of funds and investors regulation of mutual funds and required disclosure. Part 2 Portfolio management and equity trading: portfolio management of stocks brokerage transaction for mutual funds. Part 3 Marketing and servicing of fund shareholders: mutual fund marketing retirement plans and the fund business servicing fund shareholders. Part 4 Advanced topics: financial dynamics of mutual funds mutual funds as institutional investors the role of technology in mutual fund complexes internationalization of mutual funds.