How to create and manage a mutual fund or exchange-traded fund : a professional's guide /

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Takes readers on a journey, beginning with the ins and outs of mutual funds and ETFs. This title provides readers with the success factors that various long-lasting funds have in common. It walks the reader through a timeline of events, from fledgling idea to the actuality of selling shares.

Bibliographic Details
Call Number:Libro Electrónico
Main Author: Gerber, Melinda
Format: Electronic eBook
Language:Inglés
Published: Hoboken, N.J. : John Wiley & Sons, ©2008.
Series:Wiley finance series.
Subjects:
Mutual funds > United States > Management.
Exchange traded funds > United States > Management.
Portfolio management > United States.
Trackers (Finances) > États-Unis > Gestion.
Gestion de portefeuille > États-Unis.
BUSINESS & ECONOMICS > Investments & Securities > Mutual Funds.
Mutual funds > Management
Portfolio management
United States
Online Access:Texto completo
Table of Contents:
  • Create and manage a mutual fund
  • Why the world needs another mutual fund
  • Money, product differentiation, and distribution
  • Price and customer service
  • Spreading the word with promotion and publicity
  • Building your mutual fund team
  • The steps to start a mutual fund
  • Create and manage an exchange-traded fund
  • ETFs : the mutual fund's next evolution
  • Building your exchange-traded fund team
  • The steps to start an exchange-traded fund
  • - Appendix A: what to expect in your first year
  • Appendix B: selling your business
  • Appendix C: useful web sites, phone numbers, and additional readings
  • Appendix D: list of service provider questions
  • Afterword
  • Notes
  • Index.

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