Melinda Gerber – How to Create & Manage a Mutal Fund or ETF

MELINDA GERBER – HOW TO CREATE & MANAGE A MUTAL FUND OR ETF

The author walks you through the steps needed to start a mutual fund and an exchange traded fund. She provides costs and detailed explanations of how to accomplish each task from idea to actuality, 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.

FROM THE INSIDE FLAP

Since the birth of mutual funds more than eighty years ago, the industry has seen constant changes: new products, different regulations, scandals, and a variety of emerging players. Each evolution of the fund world has created opportunities. If you want to be an industry star, take your current business to the next level, look to prove a theory, change your career, or make a social statement, this is a great business. How to create and manage a mutual fund or Exchange-Traded Fund is a step-by-step guide for professional money managers and serious investors.

The author walks you through the steps needed to start a mutual fund and an exchange traded fund. Costs and explanations of how to accomplish each task are provided by her. The inclusion of timelines and common mistakes will help you along the way. Picking the wrong team can crush a fund. She pointed out the value of assembling a team of partners. The importance of creating a clear vision for your fund and how to develop a message, profile customers, and identify your competition is explained by Gerber. She has a marketing plan that can fit any budget. Valuable insights on what to expect in your first year, how to go about selling your business, and useful Web sites, phone numbers, and readings are provided in the appendixes of this book.

How to create and manage a mutual fund is a step-by-step journey that will teach you everything you need to know to succeed in this rewarding business.

FROM THE BACK COVER

There is praise for how to create and manage a mutual fund.

A complete business plan and guideline for the successful launch of a new mutual fund can be found in this book. The person has covered everything. She weaves together a complex regulatory environment with entrepreneurial spirit. I wish this book had been there when I was starting my fund seventeen years ago, but to be honest, it will be a vital resource to me and to my industry today. Amy Domini is the founder and CEO of Domini Social Investments.

Start here if you are thinking of starting a fund. There is a route to create a successful fund. She has compiled a treasure trove of hard-to- find marketing information, explanations of laws, and detailed analyses of the economics of running a fund, thanks to her extensive contacts with leaders in the fund world and her intimate knowledge of the legal and financial requirements of running mutual funds. Professionals in the mutual fund industry will find useful insights to improve their practices, as this guidebook is so readable that a novice will find it enjoyable and thorough. The Shareholders Service Group has a President and CEO.

Melinda Gerber has written a book on how to build your own mutual fund or exchange-traded fund. Through a clear, step-by-step process, Gerber makes you feel like you could build an ETF from the comfort of your own home. Tom Lydon is the Editor of Exchange Traded Fundstrends.com.

The book provides 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 888-353-1299 In addition to instructing firms on how to start and manage mutual and exchange-traded funds, this book also gives useful phone numbers, Web sites, and readings to help along the way. This is a must-read for anyone new to these markets. The Managing Principal of Tiburon Strategic Advisors isChip Roame.

The first book on mutual fund creation was unparalleled. The book is even better. A true how-to guide can be found in this version. It is a training guide, not just for people who want to start a mutual fund, but also for those who want to understand their inner workings. Louis P. Stanasolovich is the CEO of Legend Financial Advisors, Inc.