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

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John Wiley & Sons, Jul 7, 2011 - Business & Economics - 351 pages
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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.
 

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Contents

Preface
Fund
CHAPTER
CHAPTER
Spreading the Word with Promotion and Publicity
Get Direct With Your Market Get Media Attention The PhoneRings Getting FaceTime Advertising
Preliminary DecisionMaking
Filingand Preparing For Day 1 T0
CHAPTER
Transfer Agent TA
The Steps to Start
What to Expect in YourFirstYear A Visit ByThe
Useful Web Sites Phone Numbers
List of Service Provider Questions
Financial Printers
Copyright

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About the author (2011)

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.

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