This eBook includes the following formats, accessible from your Account page after purchase:
EPUB The open industry format known for its reflowable content and usability on supported mobile devices.
MOBI The eBook format compatible with the Amazon Kindle and Amazon Kindle applications.
PDF The popular standard, used most often with the free Adobe® Reader® software.
This eBook requires no passwords or activation to read. We customize your eBook by discreetly watermarking it with your name, making it uniquely yours.
Since the first edition of The Financial Times Guide to ETFs was published in 2009, the number of ETFs in issue has doubled and ETFs are now common both on investor platforms and increasingly amongst financial advisors. This massive increase in demand has highlighted an urgent debate – just how dangerous are ETFs and how much do investors and advisers understand about the structure of the index tracker?
The second edition of this book attempts to answer this debate and is the indispensable bible on trackers for professional advisers and serious private investors.
This new edition also features a chapter based around the theme of Due Diligence and a new chapter on How to use ETFs and Index Funds for theLong-term, as well as a new Jargon busting section and a-new appendix looking at new ideas beginning to emerge.
INTRODUCTION – By Matthew Vincent, FT
CHAPTER 1 – Investing 2.0 The Revolution Begins
· Decline of the stockpicker and now the decline of active fund manager
· Need to emphasize cost in this low return world
· Investors waking to the reality that they have to diversify especially after bear markets
· The rise of asset class investing, related to but separate from ETfs and index funds
· The rise of the dreaded term beta…
CHAPTER 2 – A BIT OF THEORY
CHAPTER 3 – WHAT ARE INDEX OR TRACKER FUNDS?
CHAPTER 4 – THE FIDDLY DETAIL….RISKS, CAVAETS and the INIDICES
CHAPTER 5 – THE RISE OF THE FUNDAMENTALISTS
Guest writer – Rob Davies, fund manager of the Munro Fund, a fundamental index fund
CHAPTER 6 – BIG THEME INVESTING AND INDEX FUNDS
Guest Writer – Stephen Barber, Head of Research at Selftrade
CHAPTER 7 – RUNNING A PORTFOLIO : SOME BASICS
Guest Writer – James Norton, Head of investment at Evolve Financial Planning
CHAPTER 8 – ACTIVE PORTFOLIOS USING ETFS
Guest Writer – Mark Glowrey, Investors Intelligence
CHAPTER 9 – PUTTING IT ALL TOGETHER INTO A PORTFOLIO THAT WORKS FOR YOU !
CHAPTER 10 – THE ESSENTIAL TOP 30