How to Create and Manage a Mutual Fund or Exchange-Traded Fund A Professional's Guide

by Gerber, Melinda

• ISBN13: 9780470120552
• ISBN10: 047012055X
• Edition: 1st
• Format: Hardcover
• Copyright: 2017-10-09
• Publisher: Wiley

Summary

With this book, author Melinda Gerber walks you through the twenty-nine steps needed to start a mutual fund and the thirty-six steps needed to start an ETF. She provides costs and detailed explanations of how to accomplish each task from fledgling idea to the actuality of selling shares, and also takes the time to explain the importance of creating a clear vision for your fund as well as how to successfully profile customers and identify your competition.

Author Biography

Melinda Gerber, MBA, has served as the secretary on the board of directors for the Ameristock Corporation and Ameristock Mutual Fund, and concurrently worked as a project manager and consultant at GAP, Inc. During her tenure at GAP, Inc., she was recognized as one of the five most innovative individuals in the company. Gerber earned an MBA from the University of Southern California and a BS from the University of California, Santa Barbara.

Table of Contents

Preface	p. vii
Acknowledgments	p. xi
About the Author	p. xv
Create and Manage a Mutual Fund
Why the World Needs Another Mutual Fund	p. 3
Money, Product Differentiation, and Distribution	p. 13
Price and Customer Service	p. 48
Spreading the World with Promotion and Publicity	p. 89
Building Your Mutual Fund Team	p. 117
The Steps to Start a Mutual Fund	p. 156
Create and Manage an Exchange-Traded Fund
ETFs: The Mutual Fund's Next Evolution	p. 221
Building Your Exchange-Traded Fund Team	p. 236
The Steps to Start an Exchange-Traded Fund	p. 251
What to Expect in Your First Year	p. 310
Selling Your Business	p. 315
Useful Web Sites, Phone Numbers, and Additional Readings	p. 322
List of Service Provider Questions	p. 330
Afterword	p. 340
Notes	p. 341
Index	p. 343
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