The ETF Book : All You Need to Know About Exchange-Traded Funds

Format:

Book

Author/Creator:

Ferri, Richard A.

Language:

English

Subjects (All):

Einf'uhrung.

Exchange traded funds.

Local Subjects:

Einf'uhrung.

Exchange traded funds.

Physical Description:

1 online resource (574 p.)

Edition:

All-new, updated ed.

Other Title:

All you need to know about exchange-traded funds

Exchange-traded funds book

Place of Publication:

Chichester : Wiley, 2011.

Language Note:

English

System Details:

text file

Summary:

Exchange-traded funds (ETFs) are revolutionizing the investment industry. From their introduction in 1993, ETFs have expanded exponentially over the past fifteen years. You, as an informed investor, need to know what makes ETFs unique, how they work, and which funds may help you achieve your financial goals. The updated edition provides the most current look at the ETF market, where the number of funds has doubled since the book first published in December 2007. A huge number of bonds funds, commodities funds, currency funds, leverage and short funds have been introduced. In addition, actively

Contents:

Cover; Contents; Title; Copyright; Dedication; Foreword; Acknowledgments; Introduction; Part I: ETF Basics; Chapter 1: ETFs from Evolution to Revolution; ETFs Are a Growth Industry; A Short History of Mutual Funds; The Future of ETFs; Summary; Chapter 2: The Nuts and Bolts of ETFs; Acts like a Fund, Trades like a Stock; Closed-End Fund Issues; ETFs to the Rescue; Summary; Chapter 3: Types of Exchange-Traded Portfolios; The Expanding Exchange-Traded Universe; Putting It All Together; Summary; Chapter 4: ETF Benefits and Drawbacks; The Positive Aspects of ETFs; The Negative Aspects of ETFs

Guide to ETF CharacteristicsSummary; Chapter 5: Actively Managed ETFs; The First Filings; Not Quite Open-End Active; Advantages of Actively Managed ETFs; Disadvantages of Actively Managed ETFs; Summary; Part II: Indexes That ETFs Follow; Chapter 6: Benchmark Indexes and Strategy Indexes; A Definition of Benchmark Indexes; A Definition of Strategy Indexes; Characteristics of a Good Benchmark; Details of Benchmark Indexes; Details of Strategy Indexes; A Different View on Indexes; Summary; Chapter 7: Index Strategy Boxes; Indexes Follow Rules; Index Strategy Boxes

Benchmark Indexes and Strategy IndexesSummary; Chapter 8: Index Security Selection; Security Selection Categorization; Passive Security Selection; Screened Security Selection; Quantitative Security Selection; When One Selection Method Does Not Fit; Summary; Chapter 9: Index Security Weighting; Capitalization Weighting; Fundamental Weighting; Fixed Weighting; Modified Security-Weighting Schemes and Style Biases; Summary; Part III: ETF Styles and Choices; Chapter 10: Broad U.S. Equity and Style ETFs; Broad Market Benchmarks and Style Components; Benchmark Index ETFs

U.S. Equity Strategy Index ETFsSample List of Broad U.S. Equity and Style ETFs; Chapter 11: Global Equity ETFs; Advantages of Investing Internationally; Disadvantages of Investing Internationally; Broad International and Global Market Benchmarks; International Strategy Indexes; Global and International ETFs List; Summary; Chapter 12: Industry Sector ETFs; The Evolution of Industry ETFs; Industry Sector Categorization; Industry Strategy Indexes; REIT ETFs; A Partial List of Industry ETFs; Summary; Chapter 13: Special Equity ETFs; Thematic Investing; Actively Managed Indexes

Leveraged and Short Beta ETFsHedging with ETFs; Special Equity ETFs List; Summary; Chapter 14: Fixed Income ETFs; Bond Market Structure; Treasury Indexes; Mortgages; Asset-Backed Securities; Investment-Grade Corporate Bonds; High-Yield Corporate Bonds; Composite Indexes; Barclays Aggregate Bond Index; Municipal Bond ETFs; International Fixed Income ETFs; Preferred Stock ETFs; Fixed Income ETF List; Summary; Chapter 15: Commodity and Currency ETFs; Commodities Basics; Commodity ETFs; Commodities Indexes; A Progression of New Funds; Disadvantages of Commodity ETFs; Currencies

The Future of Futures ETFs

Notes:

Description based upon print version of record.

Includes bibliographical references (p. 349-352) and index.

ISBN:

9781118160770

1118160770

OCLC:

778338984