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...mutual fund firm headed by Harvard’s newly-appointed treasurer is under investigation by the Securities and Exchange Commission...

Author: By Alan J. Tabak, CRIMSON STAFF WRITER | Title: Treasurer's Firm Under Investigation | 7/2/2004 | See Source »

Capital Research and Management Company, which manages the $450 billion American Funds mutual fund group, is the focus of an SEC inquiry into possible illegal directed brokerage practices...

Author: By Alan J. Tabak, CRIMSON STAFF WRITER | Title: Treasurer's Firm Under Investigation | 7/2/2004 | See Source »

Harvard spokesperson Joe Wrinn wrote in an e-mail on Wednesday that the University was aware of the SEC investigation into Capital Research, but that “numerous other mutual fund companies” were also facing SEC scrutiny...

Author: By Alan J. Tabak, CRIMSON STAFF WRITER | Title: Treasurer's Firm Under Investigation | 7/2/2004 | See Source »

...reportedly investigating directed brokerage at Capital Research. Directed brokerage occurs when a mutual fund pays a brokerage firm—which completes stock and bond trades for the mutual fund—extra money so that the brokerage firm increases advertising efforts for the mutual fund, Nester said...

Author: By Alan J. Tabak, CRIMSON STAFF WRITER | Title: Treasurer's Firm Under Investigation | 7/2/2004 | See Source »

Nester said directed brokerage is intended to increase the mutual fund firm’s profit by attracting new customers—at investors’ expense...

Author: By Alan J. Tabak, CRIMSON STAFF WRITER | Title: Treasurer's Firm Under Investigation | 7/2/2004 | See Source »

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