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

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.Gerber, Melinda is the author of 'How to Create and Manage a Mutual Fund or Exchange-Traded Fund: A Professional's Guide', published 2008 under ISBN 9780470120552 and ISBN 047012055X.