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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

1st Edition
By Aniket Ullal
ISBN10: 0071815341
ISBN13: 9780071815345
Copyright: 2014

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ISBN10: 0071815341 | ISBN13: 9780071815345

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Program Details

Acknowledgments xi
Introduction xiii

1. The Emerging Mindset: Tradable Beta 1
2. The Emerging Tools: The Targetization of Investing 9
3. The Emerging Industry Model: Fee-Based Advice 23
4. Future Gazing: The ETF Landscape in 2025 29
5. Megatrends: Practical Implications for Investors 35
6. Key Features of an ETF 41
7. Differences Between an ETF and ETN 51
8. Case Study: Kal Salama, CIO, The Headlands Group 57
9. Fundamentally Weighted ETFs 67
10. Case Study: David Hultstrom, Founder and CIO, Financial Architects LLC 75
11. Growth and Value Investing with ETFs 81
12. Case Study: John O’Connor, President and CIO, 3D Asset Management 89
13. Case Study: King Lip, CIO, Baker Avenue 97
14. Sector- and Industry-Based ETF Investing 105
15. Case Study: Kim Arthur, CEO, Main Management 109
16. Active ETFs Versus Active Investing Using Index-Linked ETFs 117
17. Case Study: John Lunt, President and CIO, Lunt Capital Management, Inc.123
18. Case Study: Rich Bernstein, CEO, Richard Bernstein Advisors 131
19. Low-Volatility and High-Beta ETFs 137
20. VIX Futures-Based ETPs 143
21. Case Study: Christian Wagner, CEO,Longview Capital 149
22. Alternative and Commodity ETPs 157
23. Case Study: Vern Sumnicht, CEO, iSectors 163
24. Leveraged and Inverse ETFs 171
25. Best Practices from Case Studies 175
26. Summary of ETF Product Insights 183
27. ETF Tax Strategies: Robert Gordon, CEO,Twenty-First Securities 191

Appendix A. Industry Classification Systems 197
Appendix B. Traditional ETF Classification Dimensions 203
Appendix C. Comparison of Style (Growth/Value) Index Methodologies 215
Appendix D. Table Comparing ETFS with Traditional Mutual Funds 217

References 219
Important Disclaimer 223
Index 225