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

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

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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.

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. Yet each evolution that the fund world has experienced has created opportunities and bred innovation. Whether 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 on a broader level, this is a great business. For professional money managers and serious investors looking to start their very own mutual funds or ETFs, How to Create and Manage a Mutual Fund or Exchange-Traded Fund provides a smart and comprehensive step-by-step guide. 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. The inclusion of timelines and common mistakes to avoid will assist you along the way. One common mistake, picking the wrong team, can crush a fund. Here she underlines the value of assembling a team of partners—not independent contractors. Gerber takes the time to explain the importance of creating a clear vision for your fund and reveals how to develop a message, profile customers, and identify your competition. She also outlines a diverse marketing plan with promotion and publicity ideas to fit any size budget. This book’s information-packed appendixes provide 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. How to Create and Manage a Mutual Fund or Exchange-Traded Fund will take you on a care-fully planned, step-by-step journey that will teach you all you need to know to succeed in this very rewarding business.

From the Back Cover

Praise for How to Create and Manage a Mutual Fund or Exchange-Traded Fund “This book should be viewed as a complete business plan and guideline for the successful launch of a new mutual fund. Melinda Gerber has covered everything. She magnificently weaves together a complex, even overwhelming, regulatory environment with entrepreneurial spirit. How I wish this book had been there for me seventeen years ago, when I was launching my fund, but to be honest, it will be a vital resource to me and to my industry today.” —Amy Domini, founder and CEO, Domini Social Investments “If you are thinking of starting a mutual fund or ETF, start here! Melinda Gerber maps the route to create a successful fund. Relying on her extensive contacts with leaders in the fund world and her intimate knowledge of the legal and financial requirements of running mutual funds and ETFs, she has compiled a treasure trove full of hard-to-find marketing information, explanations of laws, and detailed analyses of the economics of running a fund. This guidebook is so readable that a novice will find it enjoyable, and so thorough that even professionals in the mutual fund industry will find useful insights to improve their practices.” —Peter Mangan, President and CEO, Shareholders Service Group “Melinda Gerber has written a thorough, engaging, easy-to-grasp book on the whats and the hows of building your own mutual fund or exchange-traded fund. Gerber takes what could potentially be a complicated, difficult subject and, through a clear, step-by-step process, makes you feel like you could build an ETF from the comfort of your own home.” —Tom Lydon, Editor, ETFtrends.com “This book provides a step-by-step guide for capitalizing on the growing mutual fund and ETF markets, effectively removing the guesswork and empowering firms to participate. This book not only instructs firms in starting and managing mutual and exchange-traded funds, it also details what to expect in the first year and lists useful Web sites, phone numbers, and readings to help along the way. This is a must-read for any new entrant in these highly profitable markets.” —Chip Roame, Managing Principal, Tiburon Strategic Advisors “Melinda Gerber’s first book on creating a mutual fund was unparalleled. This book is even better. This version is a true how-to guide. It is also 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, CFP, CEO, President, Legend Financial Advisors, Inc.