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Exchange-traded funds : investment practices and tactical approaches

Author: A Seddik Meziani
Publisher: London : Palgrave Macmillan, 2016.
Edition/Format:   eBook : Document : EnglishView all editions and formats
Summary:
With Exchange Traded Fund (ETF) sponsors constantly making new types of ETFs available, there is now a variety of ETFs that provide investors with an opportunity to develop diversified investment portfolios. Their sophistication has also grown to include a breed of ETFs that do not passively track the performance of an underlying index. With this assortment of newer ETFs, and more on the way, market strategists are  Read more...
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Genre/Form: Electronic books
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: A Seddik Meziani
ISBN: 9781137390950 1137390956 1137390948 9781137390943
OCLC Number: 953834132
Notes: Includes index.
Description: 1 online resource
Contents: Dedication ; Foreword; Preface; Acknowledgements; Contents; List of Figures; List of Tables; 1: Evolution and€Outlook of€the€ETF Market: From€a€Trickle to€a€Mighty Roar; Introduction; Brief Background History of€ETFs; Equity Index Participations; Toronto Stock Exchange Index Participations; U.S.€ETF Market; From a€Trickle to€a€Mighty Roar; Main Characteristics of€the€ETF Market; The ETF Market Remains Monopolized by a€Few; Assets of€ETFs by Asset Category; Equity ETFs; Fixed-Income ETFs; Commodities and€Real Estate ETFs; Currency and€Multi-asset ETFs. Assets of€ETFs by Geographical Region ETF Outlook: The€Economy Matters-A Lot; Summary; 2: Characteristics of€Exchange-Traded Funds: Weighting Myths and€Realities; Introduction; Structure of€ETFs; ETFs Started as€Unit Investment Trusts; Most New ETFs Are Organized as€Open-End Funds; Cash Dividends Can Be€Reinvested; Other Structural Nuances; Securities Lending; Physical versus Synthetic Replication; Trading ETFs; ETFs and€Arbitrage; Fair Pricing and€Liquidity; The Creation and€Redemption Process; Liquidity Is Determined by the€Transparency of€the€Fund. ETF Liquidity and Pricing from an Academic Perspective Myths and Realities: Take a Close Look Under the Hood; ETFs Are Diversified; Pay Attention to Your Fund's Expense Ratio: Not All ETFs Are Low-Cost; Vignette 2.2: Rule 12(b)-1: A Rule Few Investors Understand; Just What Do These Fees Pay For?; How Can I Find Out the Charges and Uses at My Funds?; Are There Advantages in Having These Expenses Paid Out of Fund Assets?; Are There Disadvantages in Paying These Expenses Through 12b-1 Charges?; What's the Prognosis for SEC Action? The size of the ratio also depends on the size of the fund. Logically, the smaller the fund the larger the ratio, since the manager must cover the fund's expenses from a limited asset base. That explains why investors in SPY or IVV benefit from a mu Not All ETFs Are Tax-Efficient; Trading ETFs Results in€Brokerage Fees; Dollar-Cost Averaging and€ETFs; Summary; 3: Exploring the€Tax Advantages of€Exchange-Traded Funds; Introduction; The Rebalancing Process; ETFs as€a€Non-Taxing Entity; Taxable Gain at the€Inception of€Investment; Redemption in€Stock or in€Cash. Tax Efficiency of€Redemption Tax-Free In-kind Redemption; Tax Consequences for€ETF Shareholders; ETF as€a€Tax Pass-Through Entity; Individual Taxpayer; Corporate Taxpayer; Summary; 4: Understanding the€Complex Universe and€Role of€Fixed-Income Funds as€Investment Vehicles; Introduction; Brief Review of€the€Factors Underlying Bonds' Importance; Bonds Are Effective Instruments of€Diversification; Factors Weighting on€Bond Performance; The Global Economy is Still on€the€Mend; Panic Selling Could Easily Ensue; Yet Bonds Offer Security by Reducing Portfolio Volatility.
Responsibility: A. Seddik Meziani.

Abstract:

With Exchange Traded Fund (ETF) sponsors constantly making new types of ETFs available, there is now a variety of ETFs that provide investors with an opportunity to develop diversified investment  Read more...

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