The institutional ETF toolbox : how institutions can understand and utilize the fast-growing world of ETFs / Eric Balchunas

Von:

Balchunas, Eric [aut]

Resource type: Ressourcentyp: Buch (Online)Buch (Online)Sprache: Englisch Reihen: Financial series | Bloomberg financial series | Bloomberg Financial SerVerlag: Hoboken, New Jersey : John Wiley and Sons, Inc., 2016Beschreibung: 1 online resourceISBN:

9781119094142
9781119094241
1119094240
9781119094104
1119094143

Schlagwörter:

332.63/27
330

LOC-Klassifikation:

HG6043

Online-Ressourcen:

Zugang im Netz des KIT

Zusammenfassung: Intro -- The Institutional ETF Toolbox -- Contents -- Acknowledgments -- Introduction: Institutions and ETFs -- Section I: The ETF Phenomenon -- Chapter 1 Why Are ETFs So Popular? -- Low Cost -- Liquidity -- Tax Efficiency -- Transparency -- Diversification -- Easy Asset Allocation -- Standardization -- Democratic -- No Emotion -- Passive Investing -- Flexibility -- Anonymity -- Price Discovery -- Fiduciary Vehicles -- Battle Proven -- Convenience -- Notes -- Chapter 2 ETF Growth -- Asset Growth -- ETF Assets in Perspective -- Trading Growth -- Product Growth -- Notes -- Chapter 3 ETF Mechanics -- The Story of the ETF -- The Creation/Redemption Process -- AMEX Wasn't Alone -- Finally Ready for Launch -- Notes -- Chapter 4 Institutional Usages -- Cash Equitization -- Manager Transitions -- Portfolio Rebalancing -- Portfolio Completion -- Liquidity Sleeves -- Shorting/Hedging -- Long and Lend -- Tactical Moves -- In-Kind Creation/Redemption -- Bespoke ETFs -- United Nations -- Arizona State Retirement System -- Fisher Investments -- Edelman Financial -- Riverfront -- Tax-Loss Harvesting -- Long-Term Allocation -- Personal Usage -- Notes -- Chapter 5 ETF Due Diligence -- Exposure -- The Holdings -- Index Weighting Methodology -- Index Replication Strategy -- Fundamentals -- Cost -- Expense Ratio -- Tracking Error -- Trading Costs -- Taxes -- Lending Revenue -- Liquidity -- Volume -- Implied Liquidity -- Block Trading -- Risk -- Standard Deviation -- Closure Risk -- Regulatory Structure -- 1940 Act -- 1933 Act -- ETF Issuers -- ETF Ratings -- G -- PG -- PG‐13 -- R -- NC‐17 -- Notes -- Section II: The ETF Toolbox -- Chapter 6 U.S. Stock ETFs -- Large Caps -- S&P 500 ETFs -- The Other S&P 500 ETF -- Russell -- Vanguard -- Beware of the Dow -- QQQs -- Mid Caps -- Small Caps -- IWM and Everyone Else -- Micro Caps -- Broad Market -- A Perfect ETF?.PPN: PPN: 1657550672Package identifier: Produktsigel: ZDB-26-MYL | ZDB-30-PBE | ZDB-30-PAD | ZDB-30-PQE

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