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

by Melinda Gerber

• ISBN13: 9780470258347
• ISBN10: 0470258349
• Format: eBook
• Copyright: 2008-05-01
• 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.

Table of Contents

Preface

Acknowledgments

About the Author

Create and Manage a Mutual Fund

Why the World Needs Another Mutual Fund

Money, Product Differentiation and Distribution

Price and Customer Service

Spreading the Word with Promotion and Publicity

Building Your Mutual Fund Team

The Steps to Start a Mutual Fund

Create and Manage an Exchange-Traded Fund

ETFs: The Mutual Fund's Next Evolution

Building Your Exchange-Traded Fund Team

Afterword

What to Expect in Your First Year

Selling Your Business

List of Service Provider Questions

Notes

Index

Table of Contents provided by Publisher. All Rights Reserved.