The Complete Guide to ETF Portfolio Management: The Essential Toolkit for Practitioners
暫譯: ETF 投資組合管理完全指南:實務工作者的必備工具包

Weiner, Scott

  • 出版商: McGraw-Hill Education
  • 出版日期: 2021-05-13
  • 售價: $2,410
  • 貴賓價: 9.5$2,290
  • 語言: 英文
  • 頁數: 304
  • 裝訂: Hardcover - also called cloth, retail trade, or trade
  • ISBN: 1264257465
  • ISBN-13: 9781264257461
  • 海外代購書籍(需單獨結帳)

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商品描述

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The new go-to resource for succeeding in the $5.5 trillion ETF market

Exchange Traded Funds (ETFs) are growing and they're growing fast. With more than $5.5 trillion in assets and cash flows exceeding those of mutual funds over the last several years, ETFs have become the dominant investment vehicle of our time.

Now, The Complete Guide to ETF Portfolio Management provides everything you need to know to manage an ETF with the knowledge and skill of a seasoned pro.

As Janus Capital's first ETF Portfolio Manager, Scott Weiner helped build much of the infrastructure around Index-based ETF Portfolio Management for the global asset management group Janus Henderson. In this comprehensive and insightful guide, Weiner provides:

 

  • Hands-on, how-to guidance for successfully managing an ETF portfolio
  • A model ETF illustrating key management concepts
  • Clear examples of issues you'll likely face, including corporate actions, tax management, and cash management
  • Expert insight into advanced topics that capture the nuance of portfolio management
  • Practical advice for managing an ETF in volatile markets

With The Complete Guide to ETF Portfolio Management, you have everything you need to know to launch an ETF, optimize tax efficiency, handle complex corporate actions, close a fund when it's not raising assets--and everything in between.

 

 

商品描述(中文翻譯)

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成功進入5.5兆美元ETF市場的新資源

交易所交易基金(ETFs)正在快速增長。過去幾年,ETF的資產超過5.5兆美元,現金流量超過共同基金,已成為我們這個時代的主導投資工具。

現在,《ETF投資組合管理完全指南》提供了您所需的所有知識和技能,讓您能像經驗豐富的專業人士一樣管理ETF。

作為Janus Capital的首位ETF投資組合經理,Scott Weiner幫助建立了全球資產管理集團Janus Henderson的指數型ETF投資組合管理的基礎設施。在這本全面且具洞察力的指南中,Weiner提供了:

- 實用的操作指導,成功管理ETF投資組合
- 一個模型ETF,說明關鍵管理概念
- 清晰的範例,展示您可能面臨的問題,包括公司行動、稅務管理和現金管理
- 專家對捕捉投資組合管理細微差別的進階主題的見解
- 在波動市場中管理ETF的實用建議

有了《ETF投資組合管理完全指南》,您擁有啟動ETF、優化稅務效率、處理複雜公司行動、在資金未能募集時關閉基金的所有必要知識,以及其他相關內容。

作者簡介

Dr. Scott M. Weiner is Head of Quantitative Strategy and a senior Portfolio Manager for Janus Henderson Investors. He regularly presents to the Janus Henderson ETF Board of Trustees, sits on the Janus Henderson Index Committee, and has written virtually all the Index Methodologies for the company. Dr. Weiner was a Lecturer at Oxford University and has guest-lectured at Columbia University, the University of Pennsylvania, and Cornell University. Dr. Weiner is co-founder of Veterans on Wall Street (VOWS), whose mission is dedicated to honoring former and currently military personnel by facilitating career and business opportunities in the financial services industry.

 

作者簡介(中文翻譯)

斯科特·M·維納博士是Janus Henderson Investors的量化策略主管及高級投資組合經理。他定期向Janus Henderson ETF董事會報告,並擔任Janus Henderson指數委員會成員,幾乎撰寫了該公司的所有指數方法論。維納博士曾在牛津大學任講師,並在哥倫比亞大學、賓夕法尼亞大學和康奈爾大學擔任客座講師。維納博士是「華爾街退伍軍人」(Veterans on Wall Street, VOWS)的共同創辦人,該組織的使命是通過促進金融服務行業的職業和商業機會來榮耀退伍及現役軍人。

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