
| 作者简介:Richard A. Ferri, CFA, is the founder and CEO of the investment firm Portfolio Solutions, LLC. An author of four previous books on low-cost investing, Ferri earned a bachelor of science degree in business administration from the University of Rhode Island and a master of science degree in finance from Walsh College. He worked at two major Wall Street firms for ten years before starting Portfolio Solutions in 1999. The company manages over $1 billion in separate accounts using ETFs and index funds. Clients include individuals, nonprofit organizations, and corporate pension plans. |
| Foreword Acknowledgments Introduction PART I: ETF BASICS Chapter 1 ETFs from Evolution to Revolution Chapter 2 The Nuts and Bolts of ETFs Chapter 3 Types of Exchange-Traded Portfolios Chapter 4 ETF Benefits and Drawbacks Chapter 5 Actively Managed ETFs PART II: THE INDEXES ETFS FOLLOW Chapter 6 Market Indexes and Custom Indexes Chapter 7 Index Strategy Boxes Chapter 8 Index Security Selection Chapter 9 Index Security Weighting PART III: ETF STYLES AND CHOICES Chapter 10 Broad US Equity and Style ETFs Chapter 11 Global Equity ETFs Chapter 12 Industry Sector ETFs Chapter 13 Special Equity ETFs Chapter 14 Fixed Income ETFs Chapter 15 Commodity and Currency ETFs PART IV: PORTFOLIO MANAGEMENT USING ETFS Chapter 16 Portfolio Management Strategies Chapter 17 Passive ETF Portfolios Chapter 18 Life Cycle Investing Chapter 19 Active Portfolio Management with ETFs Chapter 20 Special Portfolio Strategies Chapter 21 Operational Tips for ETF Investors Appendix A: Index Strategy Box Abbreviation Guide Appendix B: ETF Resource List Glossary About the Author Index |
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