The Complete Guide to ETF Portfolio Management: The Essential Toolkit for Practitioners

The Complete Guide to ETF Portfolio Management: The Essential Toolkit for Practitioners
Author: Scott M. Weiner
Publisher: McGraw Hill Professional
Total Pages: 320
Release: 2021-05-21
Genre: Business & Economics
ISBN: 1264257473

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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.

How To Make Money with Leveraged ETFs

How To Make Money with Leveraged ETFs
Author: Charles Stewart
Publisher:
Total Pages: 0
Release: 2022-10-29
Genre:
ISBN: 9781806210831

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The Complete Guide to ETF Portfolio Management. The Essential Toolkit for Practitioners. This book is for you!! Hard discount for a few days!!

Investing in ETFs For Dummies

Investing in ETFs For Dummies
Author: Russell Wild
Publisher: John Wiley & Sons
Total Pages: 291
Release: 2015-10-09
Genre: Business & Economics
ISBN: 1119121949

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Diversify! Add ETFs to your investment portfolio Whether you are a seasoned investor or you're just getting into the investment game, one thing is certain: you need to diversify! Investing In ETFs For Dummies is a practical, easy-to-use resource that introduces you to the world of exchange-traded funds—and provides you with the knowledge you need to incorporate ETFs into your investment strategy. Discover commodity ETFs, style ETFs, country ETFs, and inverse ETFs, all of which play an important role in this new trading environment. Supplement your knowledge with an understanding of the risks and rewards associated with ETF investments, and consider how ETF investments can complement your current portfolio. Though not as well-known as some other investment options, ETFs are wonderful tools for filling in the gaps in your investment portfolio. These investment options have the power to give you access to markets or investment areas that, otherwise, may be restricted, too expensive, or exceedingly risky—and can open investment doors you may have not yet considered. Understand how to navigate the ETF marketplace with confidence Make informed investment decisions based upon fundamental knowledge about the ETF market Explore the latest ETF products, providers, and strategies to guide you in choosing the right ones for your needs Increase the diversity of your investment portfolio, and bring a new facet of potential to your investment strategy Investing In ETFs For Dummies is a great resource if you're looking to enhance your investment portfolio by participating in the ETF market!

The ETF Book

The ETF Book
Author: Richard A. Ferri
Publisher: John Wiley & Sons
Total Pages: 454
Release: 2011-01-04
Genre: Business & Economics
ISBN: 1118045092

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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.

A Comprehensive Guide to Exchange-Traded Funds (ETFs)

A Comprehensive Guide to Exchange-Traded Funds (ETFs)
Author: Joanne M. Hill
Publisher: CFA Institute Research Foundation
Total Pages: 202
Release: 2015-05
Genre: Business & Economics
ISBN: 1934667862

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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.

Visual Guide to ETFs, Enhanced Edition

Visual Guide to ETFs, Enhanced Edition
Author: David J. Abner
Publisher: John Wiley & Sons
Total Pages: 364
Release: 2013-01-28
Genre: Business & Economics
ISBN: 1118523946

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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.

The ETF Handbook

The ETF Handbook
Author: David J. Abner
Publisher: John Wiley & Sons
Total Pages: 324
Release: 2010-02-22
Genre: Business & Economics
ISBN: 047061305X

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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.

ETF Investment Strategies: Best Practices from Leading Experts on Constructing a Winning ETF Portfolio

ETF Investment Strategies: Best Practices from Leading Experts on Constructing a Winning ETF Portfolio
Author: Aniket Ullal
Publisher: McGraw Hill Professional
Total Pages: 257
Release: 2013-08-20
Genre: Business & Economics
ISBN: 0071815341

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ETF experts share their insights for growing wealth from this booming market Whether you manage your own assets or help others reach their fi nancial goals, ETF Investment Strategies will help you securely grow wealth in the new economy. In this groundbreaking book, ETF authority Aniket Ullal lets you look over the shoulders of 10 top ETF investors to learn their processes and strategies. Through illustrative case studies, you learn the basics of ETFs: how they work, why they're growing in popularity, and how you can use them effectively in your portfolio. These innovative, early adopters prepare you with everything you need to improve your investments, including never-before-published insights. Whether you're new to ETFs or new to trading, this book will make you an informed investor who can: Construct ETF-based investment portfolios to achieve your financial goals Leverage the range of ETF products available to get improved outcomes Avoid costly fees and taxes that cut into your returns ETFs have revolutionized the investment industry, and with the reliable, objective guidance in ETF Investment Strategies, they can alter your expectations for what a portfolio can do. Exchange-traded funds (ETFs) have been around for two decades, but, in the last five years, the market has grown rapidly. This growth has been driven by savvy investors who want diversified, tradable access to asset classes such as emerging market bonds, commodities, and volatility that were previously difficult and expensive to access. ETF Investment Strategies is a how-to gem that offers an insider's look at the investment practices of leading ETF portfolio managers. ETF expert Aniket Ullal goes in-depth with 10 global ETF leaders--the pros who have traded many of these products since their launch--and presents the most comprehensive, accessible guide available for constructing and maintaining ETF portfolios. These early adopters share their investment approaches and their practical insights on ETF-based portfolio construction, and they explain how you can use this knowledge to be a more successful investor. ETF Investment Strategies strips away the complexity of ETFs and enables you to: Develop your ETF investment strategy by applying expert best practices and understanding key concepts Navigate the top three megatrends in the industry, including the emergence of a "tradable beta" mindset, the proliferation of targeted ETFs, and the shift from commissions to fee-based advice Develop confidence in the techniques and knowledge you acquire because they are unbiased and do not promote any investment product or firm This hands-on guide balances the right amount of theory with actionable advice, and it gives you an advantage by providing a unique view into tricky ETF nuances, including product structure, taxation, and index methodology, that can have unexpected and signifi cant implications for your portfolio returns. Keep this book at your side while you analyze and trade ETFs. Its conveniently organized final chapters consolidate best practices and product insights for quick reference. ETFs are the fastest-growing investment innovation in the world, and now you can use them to manage your wealth just like the pros do, with ETF Investment Strategies. PRAISE FOR ETF INVESTMENT STRATEGIES "This is a useful and practical book on a topic of growing importance. Aniket Ullal has marshaled a group of authors, including himself, who are practicing experts in the field. This is a must-read and also a sourcebook of useful information related to the ETF market." -- H. Gifford Fong, Editor, Journal of Investment Management (JOIM) "ETF Investment Strategies highlights funds and investment strategies fueling the ETF revolution. The book delivers a fascinating look inside the way ETFs are being used by leading wealth managers today. If you are interested in a rewarding blend of practical ETF applications and education, this book is for you." -- Christian Magoon, Founder and CEO, YieldShares "I believe ETF Investment Strategies is essential reading for investors and financial advisors who want to take advantage of all the benefits ETFs offer. This book delivers on a few different levels. It provides important technical details--like the differences between ETFs, ETNs, and other fund structures--but then illuminates this information with easy-to-follow case studies that show you how to use this knowledge. This is the perfect book for someone who has never used ETFs but wants to, or who now invests with ETFs but wants to do it better." -- Reid Steadman, Global Head of ETF Licensing, S&P Dow Jones Indices "As a true master of the subject, Aniket simplifies the seemingly complex world of ETF investing to both Main Street investor and financial professional alike. He dispels the ‘old ways’ of investing and logically lays before the reader the reasons investors should be using ETFs versus traditional investment vehicles such as mutual funds or individual stocks and bonds. Every investor would be well served to follow the advice offered in ETF Investment Strategies." -- Damon M. Deru, CEO, TradeWarrior, Inc. "A terrific read. Talk about a thorough introduction to investing in ETFs. Aniket is a tour guide for the essentials of the subject...The book treats all its subjects in plain English, illustrating them with examples of real-life practitioners and, unlike many other primers on this subject, keeping the jargon to a minimum... The book will help financial professionals get a better grasp of ETFs, and it will help self-directed independent investors ensure they get the most of the surging number of investing tools at their disposal." -- Brendan Conway, ETF editor, columnist, and blogger, Barron's

The Institutional ETF Toolbox

The Institutional ETF Toolbox
Author: Eric Balchunas
Publisher: John Wiley & Sons
Total Pages: 378
Release: 2016-02-04
Genre: Business & Economics
ISBN: 1119094100

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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.