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Author: Richard A. Ferri
Publisher: John Wiley & Sons
ISBN: 1118045092
Category : Business & Economics
Languages : en
Pages : 454
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Book Description
Written by veteran financial professional and experienced author Richard Ferri, The ETF Book gives you a broad and deep understanding of this important investment vehicle and provides you with the tools needed to successfully integrate exchange-traded funds into any portfolio. Each chapter of The ETF Book offers concise coverage of various issues and is filled with in-depth insights on different types of ETFs as well as practical advice on how to select and manage them.
Author: Richard A. Ferri
Publisher: John Wiley & Sons
ISBN: 1118045092
Category : Business & Economics
Languages : en
Pages : 454
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Book Description
Written by veteran financial professional and experienced author Richard Ferri, The ETF Book gives you a broad and deep understanding of this important investment vehicle and provides you with the tools needed to successfully integrate exchange-traded funds into any portfolio. Each chapter of The ETF Book offers concise coverage of various issues and is filled with in-depth insights on different types of ETFs as well as practical advice on how to select and manage them.
Author: Russ Koesterich
Publisher: Penguin
ISBN: 1440636923
Category : Business & Economics
Languages : en
Pages : 280
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Book Description
A sophisticated guide to today?s hottest investment vehicle? exchange traded funds The ETF Strategist is aimed primarily at investment advisers and sophisticated retail investors who are interested in using exchange traded funds, or using them more effectively than they already do. Compared with mutual funds, ETFs can offer a better way to diversify risk, target specific sectors or countries, avoid style drift, and maintain a specific asset allocation that might include real estate or commodities. Previous ETF books have focused on their mechanics, regulation, and other basic information. But The ETF Strategist goes much further, showing how ETFs can improve many aspects of an overall investment strategy. It explores advanced concepts such as alphabeta separation, which basically means ?don?t confuse skill with risk.? And it shows how different ETFs can be combined to find the ideal balance of risk and potential reward.
Author: David Stevenson
Publisher: Harriman House Limited
ISBN: 0857197266
Category : Business & Economics
Languages : en
Pages : 250
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Book Description
Exchange Traded Funds have revolutionised investing. Thanks to ETFs, investors now have the world at their fingertips and can invest in everything, from commodities to countries to currencies. But are investors using these funds effectively? And where do ETFs go from here? This books starts with an overview of the current wonderful world of ETFs, including an analysis of how the industry is changing for both providers and investors. Then, in a series of essays, it covers recent key developments, including: smart beta ETFs, which are preaching the gospel of factor investing, fixed income ETFs, which are making bond markets available to everyone, environmental and social governance funds, which try to humanise investing, and robo-advisors, which use ETFs to automate portfolio construction. These developments are put into context, showing why ETF sponsors are changing the rules of the game and how the many and varied investors that use ETFs are taking to them. In the final section, the book offers a series of model ETF portfolios, showing how investors can use ETFs to build effective portfolios. The book concludes with the Top101 - a subjective selection of the top ETFs across all asset classes that investors should consider when building an ETF portfolio.
Author: Joanne M. Hill
Publisher: CFA Institute Research Foundation
ISBN: 1934667862
Category : Business & Economics
Languages : en
Pages : 202
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Book Description
Exchange-traded funds (ETFs) have become in their 25-year history one of the fastest growing segments of the investment management business. These funds provide liquid access to virtually every financial market and allow large and small investors to build institutional-caliber portfolios. Yet, their management fees are significantly lower than those typical of mutual funds. High levels of transparency in ETFs for holdings and investment strategy help investors evaluate an ETF’s potential returns and risks. This book covers the evolution of ETFs as products and in their uses in investment strategies. It details how ETFs work, their unique investment and trading features, their regulatory structure, how they are used in tactical and strategic portfolio management in a broad range of asset classes, and how to evaluate them individually.
Author: Eric Balchunas
Publisher: John Wiley & Sons
ISBN: 1119093864
Category : Business & Economics
Languages : en
Pages : 389
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Book Description
Get up to speed on the booming innovation surrounding institutional ETF usage. The Institutional ETF Toolbox is the institutional investor's guide to utilizing exchange-traded funds and taking full advantage of the innovative new products in their expanding repertoire. The ETF toolbox is expanding rapidly with nearly one new ETF launching every day this decade so far. As with any financial innovation, this phenomenon brings both opportunity and concerns, as well as a dire need for clarity and strong due diligence skills. This book is both reference and resource, providing data-driven explanations backed by real-world market examples—alongside valuable insight from leading practitioners. Coverage includes an examination of the advantages and growth of ETFs as well as current and future uses of ETFs, emerging markets, and the strategic and tactical perspectives you need to effectively use ETFs to optimal effect. The major concerns surrounding ETFs are addressed in full to give you the background you need to formulate a better ETF strategy. ETF allocations are expected to keep growing rapidly across all institutional types, and new and emerging products are becoming more and more liquid allowing easier expression of investment opinion. This book shows you how any investors can utilize these tools to strengthen your portfolio and safely expand into particularly appealing areas. Understand how the ETF ticks and the how to take advantage of all the myriad of advantages Learn how to perform effective due diligence using exposure, cost, liquidity, risk and structure Utilize ETFs for cash equitization, portfolio rebalancing, liquidity management, and more Learn how ETFs are expanding into equities, fixed income, emerging markets, and alternatives Learn how to avoid unwanted costs, liquidity issues and hidden complexities ETF usage is climbing with assets growing by about 25 percent per year, and those who use them expect to expand their usage quickly. The Institutional ETF Toolbox provides the actionable information institutions need to identify and adopt the most suitable approach.
Author: David J. Abner
Publisher: John Wiley & Sons
ISBN: 1118204654
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
A visual guide to one of the fastest growing areas in trading and speculation An Exchange-Traded Fund (ETF)—a security that tracks an index, a commodity, or a basket of assets like an index fund, but trades like a stock on an exchange—offers diversification of an index fund, as well as the ability to sell short, buy on margin, and purchase as little as one share. Giving financial advisors, institutional asset managers, traders, and other investment professionals the information they need to get the most out of ETF opportunities, the Bloomberg Visual Guide to ETFs covers the subject in a highly visual manner. Starting with an introduction to ETFs, the book looks at where they fit within the world of investment products, how they are structurally differentiated from other products and among themselves, relevant tax considerations, global listings, growth on a global basis, evolution of the product set, and other topics. Also looking towards the future, the text provides information on finding ETFs—including fund searches, fund news, measuring and valuing ETFs, evaluating their correlation to the underlying sector or commodity being tracked, and more. As a result, the book is a resource not just for understanding ETFs today, but for taking advantage of what's to come. Presents critical information in an easy-to-absorb visual manner Serves as a reference, presenting information in easily digestible pieces for easy access Author David Abner is a well-known ETF developer expert Incorporates quizzes, charts, and other accessible features to bring the material to life ETFs are multivarious, complex instruments that offer unique rewards, and the Bloomberg Visual Guide to ETFs brings together everything that people working with them need to understand to cash in.
Author: Ivana Bartoletti
Publisher: John Wiley & Sons
ISBN: 1119551900
Category : Business & Economics
Languages : en
Pages : 304
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Book Description
Written by prominent thought leaders in the global fintech space, The AI Book aggregates diverse expertise into a single, informative volume and explains what artifical intelligence really means and how it can be used across financial services today. Key industry developments are explained in detail, and critical insights from cutting-edge practitioners offer first-hand information and lessons learned. Coverage includes: · Understanding the AI Portfolio: from machine learning to chatbots, to natural language processing (NLP); a deep dive into the Machine Intelligence Landscape; essentials on core technologies, rethinking enterprise, rethinking industries, rethinking humans; quantum computing and next-generation AI · AI experimentation and embedded usage, and the change in business model, value proposition, organisation, customer and co-worker experiences in today’s Financial Services Industry · The future state of financial services and capital markets – what’s next for the real-world implementation of AITech? · The innovating customer – users are not waiting for the financial services industry to work out how AI can re-shape their sector, profitability and competitiveness · Boardroom issues created and magnified by AI trends, including conduct, regulation & oversight in an algo-driven world, cybersecurity, diversity & inclusion, data privacy, the ‘unbundled corporation’ & the future of work, social responsibility, sustainability, and the new leadership imperatives · Ethical considerations of deploying Al solutions and why explainable Al is so important
Author: Scott M. Weiner
Publisher: McGraw Hill Professional
ISBN: 1264257473
Category : Business & Economics
Languages : en
Pages : 320
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Book Description
The new go-to resource for succeeding in the $5.5 trillion ETF market Exchange Traded Funds (ETFs) are growing and they’re growing fast. With more than $5.5 trillion in assets and cash flows exceeding those of mutual funds over the last several years, ETFs have become the dominant investment vehicle of our time. Now, The Complete Guide to ETF Portfolio Management provides everything you need to know to manage an ETF with the knowledge and skill of a seasoned pro. As Janus Capital’s first ETF Portfolio Manager, Scott Weiner helped build much of the infrastructure around Index-based ETF Portfolio Management for the global asset management group Janus Henderson. In this comprehensive and insightful guide, Weiner provides: Hands-on, how-to guidance for successfully managing an ETF portfolio A model ETF illustrating key management concepts Clear examples of issues you’ll likely face, including corporate actions, tax management, and cash management Expert insight into advanced topics that capture the nuance of portfolio management Practical advice for managing an ETF in volatile markets With The Complete Guide to ETF Portfolio Management, you have everything you need to know to launch an ETF, optimize tax efficiency, handle complex corporate actions, close a fund when it’s not raising assets—and everything in between.
Author: Mark J. P. Anson
Publisher: John Wiley & Sons
ISBN: 1118008693
Category : Business & Economics
Languages : en
Pages : 497
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Book Description
A comprehensive volume that covers a complete array of traditional and alternative investment vehicles This practical guide provides a comprehensive overview of traditional and alternative investment vehicles for professional and individual investors hoping to gain a deeper understanding of the benefits and pitfalls of using these products. In it, expert authors Mark Anson, Frank Fabozzi, and Frank Jones clearly present the major principles and methods of investing and their risks and rewards. Along the way, they focus on providing you with the information needed to successfully invest using a host of different methods depending upon your needs and goals. Topics include equities, all types of fixed income securities, investment-oriented insurance products, mutual funds, closed-end funds, investment companies, exchange-traded funds, futures, options, hedge funds, private equity, and real estate Written by the expert author team of Mark Anson, Frank Fabozzi, and Frank Jones Includes valuable insights for everyone from finance professionals to individual investors Many finance books offer collections of expertise on one or two areas of finance, but The Handbook of Traditional and Alternative Investment Vehicles brings all of these topics together in one comprehensive volume.
Author: William A. Birdthistle
Publisher: Edward Elgar Publishing
ISBN: 1784715050
Category : Business & Economics
Languages : en
Pages : 477
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Book Description
With fifty trillion in worldwide assets, the growth of mutual funds is a truly global phenomenon and deserves a broad international analysis. Local political economies and legal regimes create different regulatory preferences for the oversight of these funds, and academics, public officials and legal practitioners wishing to understand the global investing environment will require a keen awareness of these international differences. The contributors, leading scholars in the field of investment law from around the world, provide a current legal analysis of funds from a variety of perspectives and using an array of methodologies that consider the large fundamental questions governing the role and regulation of investment funds. This volume also explores the identity and behavior of investors as well as issues surrounding less orthodox funds, such as money market funds, ETFs, and private funds. This Handbook will provide legal and financial scholars, academics, lawyers and regulators with a vital tool for working with mutual funds. Contributors include: W.A. Birdthistle, M. Bullard, I.H-Y Chiu, B. Clarke, Q. Curtis, D.A. DeMott, J. Fanto, J.E. Fisch, P. Hanrahan, L.P.Q. Johnson, W.A. Kaal, A.K. Krug, A.B. Laby, J.D. Morley, A. Palmiter, I. Ramsay, E.D. Roiter, M. White, D.A. Zetzsche
