Understanding Exchange Traded Funds

Author : Joanne M. Hill
Publisher : CFA Institute Research Foundation
ISBN 13 : 1934667862
Total Pages : 202 pages
Book Rating : 4.66/5 ( download)

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Download or read book A Comprehensive Guide to Exchange-Traded Funds (ETFs) written by Joanne M. Hill and published by CFA Institute Research Foundation. This book was released on 2015-05 with total page 202 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Archie Richards
Publisher : McGraw Hill Professional
ISBN 13 : 0071509534
Total Pages : 290 pages
Book Rating : 4.34/5 ( download)

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Download or read book Understanding Exchange-Traded Funds written by Archie Richards and published by McGraw Hill Professional. This book was released on 2007-04-05 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover How Investing in Exchange-Traded Funds Can Help You Build a Winning Financial Portfolio "Archie Richards delivers the nuts and bolts of ETFs---and much more that the investor needs to know." Gary L. Gastineau, early developer of exchange-traded funds, Managing Director of ETF Consultants, LLC "ETFs are not a form of extraterrestrial, but they do remain a mystery to many. We should be grateful to Archie Richards for explaining everything about them and also offering mush useful advice. This is a timely and terrific book on one of today's hottest investment topics." Hunter Lewis, Co-founder, Cambridge Associates, LLC "Understanding exchange-Traded Funds is a no-nonsense approach to setting financial priorities, and a crash course on the basics of investing. Archie's description of various investments gives the information you need to become a wise investor." Steve and Annette Economides, Authors of America's Cheapest Family Gets You Right on the Money “Archie Richards is the go-to guru for ETFs, and Understanding Exchange-Traded Funds simply cements that reputation. If you're dipping your toe into the ETF waters for the first time, now you can jump right in instead. Understanding Exchange-Traded Funds is the investment life preserver you've been waiting for, and Archie Richards is the guy you want guiding you through the strokes.” Angele McQuade, author of Investment Clubs for Dummies and book reviewer for Better Investing magazine Turn to Understanding Exchange-Traded Funds for a quick, accessible overview of ETFs_the hottest and most significant investment tool of recent years. This expert guide explains why exchange-traded funds are important and why they work so well, highlighting the advantages of ETFs over traditional mutual funds and discussing all the new types of ETFs. Keeping complex mathematics to a minimum, Understanding Exchange Traded Funds thoroughly covers: The key elements of ETFs: costs, redemption, the three basic categories, tax consequences, and more How to use ETFs for asset allocation or retirement accounts How and where to buy ETFs The ETFs offered by Barclays, Vanguard, State Street, and other companies Avoiding common ETF mistakes and misconceptions

Author : Richard A. Ferri
Publisher : John Wiley & Sons
ISBN 13 : 1118045092
Total Pages : 454 pages
Book Rating : 4.91/5 ( download)

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Download or read book The ETF Book written by Richard A. Ferri and published by John Wiley & Sons. This book was released on 2011-01-04 with total page 454 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 : Investment Company Institute (U.S.)
Publisher :
ISBN 13 :
Total Pages : 168 pages
Book Rating : 4.91/5 ( download)

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Download or read book Management Investment Companies written by Investment Company Institute (U.S.) and published by . This book was released on 1962 with total page 168 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Author : Jim Wiandt
Publisher : John Wiley & Sons
ISBN 13 : 0471434841
Total Pages : 305 pages
Book Rating : 4.49/5 ( download)

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Download or read book Exchange Traded Funds written by Jim Wiandt and published by John Wiley & Sons. This book was released on 2001-11-21 with total page 305 pages. Available in PDF, EPUB and Kindle. Book excerpt: Exchange traded funds, one of the most exciting new classes of funds, provide investors with an opportunity to get the benefits of individual stocks at the lower costs associated with mutual funds. Although they are a very new type of fund (they were first introduced in 1993), ETFs have nearly 100 billion in assets under management. Written by senior editors Jim Wiandt and Will McClatchy at IndexFunds.com, Exchange Traded Funds clearly explains this exciting class of funds for savvy individual investors and investment professionals alike. The authors provide a frank appraisal of the advantages of exchange traded funds including low management fees and lower capital gains taxes. They acquaint readers with the full range of what's available, and provide valuable information on evaluating the funds' usefulness and performance. They also describe proven strategies for using exchange traded funds to balance investment portfolios and manage long-term and short-term risk. IndexFunds.com is a Web site devoted to index funds. It currently hosts more than 100,000 visitors each month.

Author : Todd Lofton
Publisher : John Wiley & Sons
ISBN 13 : 0470107820
Total Pages : 303 pages
Book Rating : 4.29/5 ( download)

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Download or read book Getting Started in Exchange Traded Funds (ETFs) written by Todd Lofton and published by John Wiley & Sons. This book was released on 2007-01-29 with total page 303 pages. Available in PDF, EPUB and Kindle. Book excerpt: AN ACCESSIBLE INTRODUCTION TO ETFs GETTING STARTED IN Exchange Traded Funds "Todd Lofton delivers what he promises with an approach and advice that has the footprint of an experienced trader. Instead of addressing dummies,' he's written a book for the intelligent investor who is inexperienced using ETFs. It progresses through every area, from passive positions to options, in a way that makes you comfortable trading. You can see that the way he gives experienced advice at the end puts this book on a higher plane." -- Perry Kaufman, author of New Trading Systems and Methods, Fourth Edition "Todd Lofton has helped many investors get started in futures and options trading by turning complex subjects into clearly written magazine articles and books over the last 35 years. He has done it again with this book on ETFs, one of the hottest new investment areas. Anyone who is contemplating investing in stocks or mutual funds should check out his easy-to-understand explanation of ETFs, how to use them, and how they can play a valuable role in an investment portfolio." -- Darrell Jobman, Editor in Chief, TradingEducation.com, former editor of Futures magazine "The ETF market is exploding! With so many under-performing mutual funds, investing in ETFs is truly the intelligent way to invest. This is a great primer for anyone interested in understanding this market better." -- Chris Osborne, CFP, Senior Vice President- Wealth Management, Smith Barney First Launched in 1193, exchange traded funds (ETFs) continue to attract the interest of investors around the world. ETFs low costs, tax efficiencies, and liquidity make them ideal investment vehicles. If you're interested in ETFs but don't know where to begin, Getting Started in Exchange Traded Funds is the book for you. Written in a straightforward and easy-to-read manner, this practical guide clearly explains the ins-and-outs of ETFs. With only a sprinkling of math and no complicated jargon, Getting Started in Exchange Traded Funds will help you: * Look for an ETF that best matches a particular investment objective * Evaluate a particular ETFs performance * Forecast ETF prices with basic technical and fundamental analysis * Use ETFs for hedging * Employ options and futures on ETFs in a variety of trading strategies * Use ETFs for both long-term positions and day trading * And much more Filled with practical advice and illustrative examples, Getting Started in Exchange Traded Funds shows you how ETFs can make it easier for you to achieve your personal financial goals.

Author : Ananth N. Madhavan
Publisher : Oxford University Press
ISBN 13 : 0190279419
Total Pages : 304 pages
Book Rating : 4.17/5 ( download)

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Download or read book Exchange-Traded Funds and the New Dynamics of Investing written by Ananth N. Madhavan and published by Oxford University Press. This book was released on 2016-06-28 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Exchange-Traded Funds and the New Dynamics of Investing, Ananth Madhavan examines the quiet transformation of asset management through the rise of passive or index investing. A closely-related phenomenon is the rise of exchange-traded funds (ETFs). An ETF is an investment vehicle that trades intraday and seeks to replicate the performance of a specific index. ETFs have grown substantially in size, diversity, and market significance in recent years. These trends have generated considerable interest, especially from retail and institutional investors and increasingly from academics, regulators and the press. ETFs have the power to be a disruptive innovation to today's asset management industry because many traditional active managers and hedge funds deliver a significant fraction of their active returns via static exposures to factors like value. Indeed, for the first time ever, assets in global ETFs exceeded $3 trillion in 2015, passing the amount in hedge funds.

Author : David J. Abner
Publisher : Wiley
ISBN 13 : 9780470556825
Total Pages : 0 pages
Book Rating : 4.2X/5 ( download)

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Download or read book The ETF Handbook, + website written by David J. Abner and published by Wiley. This book was released on 2010-03-29 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first technical guide to ETFs geared towards professional advisors, institutional investors, and financial professionals seeking to understand the mechanics of ETFs Author/trader Dave Abner has created The ETF Handbook as a resource for everyone utilizing these sophisticated tools. With this book as your guide, you'll learn from a professional ETF trader with practical guidance for valuation and best execution techniques. This reliable handbook skillfully touches upon the technical details of ETFs not covered elsewhere. From the mechanics of ETF development to pricing and valuation techniques, this guide provides a complete background on ETF mechanics and offers extensive insights on using them from a professional's perspective. It addresses how to position ETFs efficiently within a portfolio, and examines who ETF users are and how the funds are employed. Along the way, Abner also offers recommendations on where to find data related to these financial instruments. Contains the technical ETF information needed by today's financial professionals Includes pricing and valuation spreadsheets and an instructional webinar that walks you through the world of ETFs Touches upon topics such as calculating NAV (net asset value) and best practices for executing ETF order flow Filled with in-depth insights and expert advice, The ETF Handbook contains ETF information that is critical for virtually every financial professional.

Author : Lawrence Carrel
Publisher : John Wiley & Sons
ISBN 13 : 0470138947
Total Pages : 320 pages
Book Rating : 4.46/5 ( download)

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Download or read book ETFs for the Long Run written by Lawrence Carrel and published by John Wiley & Sons. This book was released on 2008-09-09 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for ETFs For The Long Run "As the title of the book suggests, ETFs are going to be an increasingly important reality for a broad class of investors in coming years. This book offers the reader real understanding of this growing force in our economic lives." —Robert J. Shiller, Arthur M. Okun Professor of Economics at Yale University, Co-founder and Chief Economist at MacroMarkets LLC "ETFs for the Long Run is a fascinating read. A seasoned financial industry journalist, Lawrence Carrel does an excellent job of highlighting exchange traded funds' meteoric rise in popularity over the last few years. A terrific book for anyone looking to grasp the ABCs of ETF investing." —Jerry Moskowitz, President, FTSE Americas Inc. "ETFs for the Long Run provides a unique combination of a detailed history of the development of ETFs, a clear explanation of the sophisticated mechanics of ETFs, an assessment of investors' choices amongst this dynamic product area, and unbiased recommendations for appropriate portfolio allocation to these efficient investment tools. Lawrence Carrel has done investors and the industry a great service in pulling these four elements together in a highly readable and often entertaining book. —Steven Schoenfeld, Chief Investment Officer, Global Quantitative Management, Northern Trust, and Editor, Active Index Investing Despite the incredible growth of exchange-traded funds (ETFs) and the fact they've been on the market for fifteen years, some investors are still either unaware of the effectiveness of ETFs or unsure of how to use them in their investment endeavors. That's why respected ETF expert and journalist Lawrence Carrel has written ETFs for the Long Run. Filled with in-depth insights and practical advice, this reliable resource puts ETFs in perspective and reveals how they can help you profit in both up and down markets. Page by page, Carrel takes you through the ins and outs of ETFs, including their history, the tax benefits and minimal charges associated with them, and the fundamental differences between ETFs and other types of investments. He also provides you with the resources and tools needed to trade ETFs and build your own ETF portfolio. You may have heard about ETFs while researching other investments or speaking with an investment advisor. If you want to learn more about them, this book will provide you with a clear understanding of what ETFs are, how they work, and how they can be used to create a low-cost, liquid, and diversified portfolio.

Author : David J. Abner
Publisher : John Wiley & Sons
ISBN 13 : 1118204654
Total Pages : 256 pages
Book Rating : 4.58/5 ( download)

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Download or read book Visual Guide to ETFs written by David J. Abner and published by John Wiley & Sons. This book was released on 2013-01-29 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.