ETF Investment Strategies
ETF Investment Strategies is a book that explains the basics of exchange-traded funds – how they work, why they’re growing in popularity, and how you can get your share of the profits. Written by Aniket Ullal, a provider of institutional quality data and analytics on ETFs, this book shares the secrets of profiting from ETFs for both long- and short-term from the top ETF investors. It also covers strategies to properly construct your portfolio, explaining the details of ETFs from multiple angles including tax, disclosure, benchmark tracking, dividend policy, and investment suitability for different audiences.
ETF Investment Strategies Table of Contents
1. The Emerging Mindset: Tradable Beta
2. The Emerging Tools: The Targetization of Investing
3. The Emerging Industry Model: Fee-Based Advice
4. Future Gazing: The ETF Landscape in 2025
5. Megatrends: Practical Implications for Investors
6. Key Features of an ETF
7. Differences Between an ETF and ETN
8. Case Study: Kal Salama, CIO, The Headlands Group
9. Fundamentally Weighted ETFs
10. Case Study: David Hultstrom, Founder and CIO, Financial Architects LLC
11. Growth and Value Investing with ETFs
12. Case Study: John O’Connor, President and CIO, 3D Asset Management
13. Case Study: King Lip, CIO, Baker Avenue
14. Sector- and Industry-Based ETF Investing
15. Case Study: Kim Arthur, CEO, Main Management
16. Active ETFs Versus Active Investing Using Index-Linked ETFs
17. Case Study: John Lunt, President and CIO, Lunt Capital Management, Inc.
18. Case Study: Rich Bernstein, CEO, Richard Bernstein Advisors
19. Low-Volatility and High-Beta ETFs
20. VIX Futures-Based ETPs
21. Case Study: Christian Wagner, CEO,Longview Capital
22. Alternative and Commodity ETPs
23. Case Study: Vern Sumnicht, CEO, iSectors
24. Leveraged and Inverse ETFs
25. Best Practices from Case Studies
26. Summary of ETF Product Insights
27. ETF Tax Strategies: Robert Gordon, CEO,Twenty-First Securities