交易所买卖基金须知The ETF Book : All You Need to Know About Exchange-Traded Funds

分類: 图书,进口原版书,经管与理财 Business & Investing ,
作者: Richard Ferri 著
出 版 社:
出版时间: 2007-12-1字数:版次: 1页数: 386印刷时间: 2007/12/01开本: 16开印次: 1纸张: 胶版纸I S B N : 9780470130636包装: 精装编辑推荐
作者简介:Richard A. Ferri, CFA, is the founder and CEO of the investment firm Portfolio Solutions, LLC. An author of four previous books on low-cost investing, Ferri earned a bachelor of science degree in business administration from the University of Rhode Island and a master of science degree in finance from Walsh College. He worked at two major Wall Street firms for ten years before starting Portfolio Solutions in 1999. The company manages over $1 billion in separate accounts using ETFs and index funds. Clients include individuals, nonprofit organizations, and corporate pension plans.
内容简介
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.
目录
Foreword
Acknowledgments
Introduction
PART I: ETF BASICS
Chapter 1 ETFs from Evolution to Revolution
Chapter 2 The Nuts and Bolts of ETFs
Chapter 3 Types of Exchange-Traded Portfolios
Chapter 4 ETF Benefits and Drawbacks
Chapter 5 Actively Managed ETFs
PART II: THE INDEXES ETFS FOLLOW
Chapter 6 Market Indexes and Custom Indexes
Chapter 7 Index Strategy Boxes
Chapter 8 Index Security Selection
Chapter 9 Index Security Weighting
PART III: ETF STYLES AND CHOICES
Chapter 10 Broad US Equity and Style ETFs
Chapter 11 Global Equity ETFs
Chapter 12 Industry Sector ETFs
Chapter 13 Special Equity ETFs
Chapter 14 Fixed Income ETFs
Chapter 15 Commodity and Currency ETFs
PART IV: PORTFOLIO MANAGEMENT USING ETFS
Chapter 16 Portfolio Management Strategies
Chapter 17 Passive ETF Portfolios
Chapter 18 Life Cycle Investing
Chapter 19 Active Portfolio Management with ETFs
Chapter 20 Special Portfolio Strategies
Chapter 21 Operational Tips for ETF Investors
Appendix A: Index Strategy Box Abbreviation Guide
Appendix B: ETF Resource List
Glossary
About the Author
Index