Part two of the series, "Mutual Fund Marketing and Distribution", explains the major "front office" aspects of the mutual-fund industry. Covering such topics as "micro caps", "load", and "no load" funds, fund distribution, the LOI (letter of intent), and more, this presentation will strengthen your understanding of how mutual funds are handled between the broker and consumer.
The final part of the series, "Mutual Fund Operations", defines the "back office" processes needed to keep the industry functioning. By explaining what portfolio managers, traders, and investment managers need to do to properly manage funds, this presentation provides insight as to exactly what is needed to properly function in the mutual-fund industry.
Mutual Fund Marketing & Distribution ©2006 Boston Institute of Finance
Mutual Fund Operations ©2006 Boston Institute of Finance