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Home > Financial Information Sources > Investment > How to Create and Manage a Mutual Fund or Exchange-Traded Fund: A Professional’s Guide

Financial Information Sources

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

Melinda Gerber
Wiley Finance Series
Hoboken, New Jersey: Wiley, 2008
351pp, ISBN: 978-0-470-12055-2
www.wiley.com

This guide to mutual funds and exchange-traded funds presents a complete business plan for their launch and management, describing each stage, from initial idea to selling shares. It discusses the importance of profiling customers and identifying the competition, picking the team, producing a diverse marketing plan, and assesses new products, regulations, scandals, the inclusion of timelines, and common mistakes to avoid.

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