The ETF Book: All You Need to Know About Exchange-Traded Funds

by Richard Ferri

• ISBN13: 9780470130636
• ISBN10: 0470130636
• Format: Hardcover
• Copyright: 2007-12-01
• Publisher: Wiley

Summary

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 Biography

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.

Table of Contents

Foreword	p. ix
Acknowledgments	p. xiii
Introduction	p. xv
ETF Basics	p. 1
ETFs from Evolution to Revolution	p. 3
The Nuts and Bolts of ETFs	p. 25
Types of Exchange-Traded Portfolios	p. 43
ETF Benefits and Drawbacks	p. 59
Actively Managed ETFs	p. 75
The Indexes ETFs Follow	p. 81
Market Indexes and Custom Indexes	p. 83
Index Strategy Boxes	p. 95
Index Security Selection	p. 109
Index Security Weighting	p. 129
ETF Styles and Choices	p. 149
Broad U.S. Equity and Style ETFs	p. 151
Global Equity ETFs	p. 173
Industry Sector ETFs	p. 191
Special Equity ETFs	p. 209
Fixed Income ETFs	p. 229
Commodity and Currency ETFs	p. 247
Portfolio Management Using ETFs	p. 267
Portfolio Management Strategies	p. 269
Passive ETF Portfolios	p. 277
Life Cycle Investing	p. 293
Active Portfolio Management with ETFs	p. 307
Special Portfolio Strategies	p. 327
Operational Tips for ETF Investors	p. 339
Index Strategy Box Abbreviation Guide	p. 351
ETF Resource List	p. 353
Glossary	p. 357
About the Author	p. 371
Index	p. 373
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