The Exchange-Traded Funds Manual / Edition 1

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Overview

With the enormous popularity and widespread acceptance of exchange-traded funds (ETFs) over the past several years, advisors and individual investors alike have sought out a definitive guide to this innovative, exciting new class of funds -- and the Frank J. Fabozzi series has responded. Written by ETF expert Gary Gastineau, The Exchange-Traded Funds Manual provides a detailed description of "open-end" exchange-traded funds and how they work so that you can understand the reasons for ETF growth and, more importantly, how to use ETFs profitably.

The Exchange-Traded Funds Manual offers the most complete treatment of ETFs available, from asset allocation and risk management to taxation and financial planning, ETF selection, and evaluation. Whether you're a long-term investor, online trader, or advisor, this volume is a useful companion to anyone who wants to use "open-end" ETFs intelligently and effectively.

This comprehensive guide begins with a brief history of ETFs and a comparison with other basket products that often compete with them, including HOLDRs and Folios. The Exchange-Traded Funds Manual continues its full examination of ETFs by going behind the scenes and below the surface for the answers to difficult questions that you need to know when investing with ETFs. You'll learn why the expense ratios of ETFs tend to be low as well as how most equity ETFs avoid significant capital gains distributions.

The Exchange-Traded Funds Manual goes beyond the basic, introductory facts of ETFs, namely their flexibility, low cost, and high tax efficiency. This book provides a broader perspective and a more useful frame of reference for the risks and rewards of common ETF investment strategies and tactics. Filled with proven techniques and real-world examples to back them up, The Exchange-Traded Funds Manual is the only book you'll ever need to understand and profit from the incredible class of financial instruments known as exchange-traded funds.

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Product Details

  • ISBN-13: 9780471218944
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 1/31/2002
  • Series: Frank J. Fabozzi Series , #93
  • Edition number: 1
  • Pages: 401
  • Product dimensions: 1.06 (w) x 6.00 (h) x 9.00 (d)

Meet the Author

Gary L. Gastineau is principal of ETF Consultants LLC, which provides specialized exchange-traded fund consulting services to ETF issuers, exchanges, and investors. He is also a managing member and cofounder of Managed ETFs LLC, a firm that has developed new ETF trading systems and new actively managed ETFs. Preceding a position as managing director for ETF product development at Nuveen Investments, Gastineau directed product development at the American Stock Exchange for approximately five years. He is also the author of the first edition of The Exchange-Traded Funds Manual and Someone Will Make Money on Your Funds—Why Not You? (both published by Wiley) and The Options Manual, as well as coauthor of the Dictionary of Financial Risk Management. Gastineau is an honors graduate of Harvard College and Harvard Business School.
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Table of Contents

About the Author
Preface
Acknowledgements
1 Introduction 1
2 The History and Structure of ETFs - and Some Competitors 31
3 The Regulatory Structure and Mechanics of the Open ETF 55
4 Distinctive Characteristics of Exchange-Traded Funds: Transactions, Shareholder Protection, Payment for Value Added, Fund Evaluation, and Taxation 77
5 ETF Applications for Investors and Investment Advisors 109
6 Equity Index ETFs - A Long Way to Go 127
7 New Generations of ETFs 177
8 Trading ETF Shares Without Angst 219
9 Developing an Investment Process Incorporating ETFs 261
App Getting Information on ETFs - Where to Look and What to Look For 291
Glossary 303
Bibliography 377
Index 391
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