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How to create and manage a mutual fund or exchange-traded fund : a professional's guide / Melinda Gerber.
- Format:
- Book
- Author/Creator:
- Gerber, Melinda.
- Series:
- Wiley finance series.
- [Wiley finance]
- Language:
- English
- Subjects (All):
- Mutual funds--United States--Management.
- Mutual funds.
- Exchange traded funds--United States--Management.
- Exchange traded funds.
- Portfolio management--United States.
- Portfolio management.
- Physical Description:
- 1 online resource (369 p.)
- Edition:
- 1st ed.
- Place of Publication:
- Hoboken, N.J. : John Wiley & Sons, c2008.
- Language Note:
- English
- System Details:
- Access using campus network via VPN at home (THEi Users Only).
- 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.
- Contents:
- 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
- The steps to start an exchange-traded fund
- - Appendix A: what to expect in your first year
- Appendix B: selling your business
- Appendix C: useful web sites, phone numbers, and additional readings
- Appendix D: list of service provider questions
- Afterword
- Notes
- Index.
- Notes:
- Series from jacket.
- Includes bibliographical references (p. 341-342) and index.
- Description based on metadata supplied by the publisher and other sources.
- ISBN:
- 9786611217389
- 9781118160718
- 1118160711
- 9781119198420
- 1119198429
- 9781281217387
- 1281217387
- 9780470258347
- 0470258349
- OCLC:
- 608622384
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