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

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Wiley, Feb 13, 2008 - Business & Economics - 416 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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About the author (2008)

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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