Someone Will Make Money on Your Funds - Why Not You?

A Better Way to Pick Mutual and Exchange-Traded Funds

Gary L. Gastineau

296 pages, parution le 29/09/2005

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Résumé

In Someone Will Make Money on Your Funds, Gastineau helps sophisticated readers to select the best possible mutual funds and exchange-traded funds for their portfolio. In contrast to fund services, Gastineau's book draws on academic studies of fund performance and in fund selection to show the reader how to select the most successful funds for their purposes and to help them understand the selection process in general. The techniques Gastineau shares with readers can be used by any investment advisor and by most investors who have basic understanding and familiarity with mutual fund reports to shareholders. Gastineau starts from the proposition that index funds usually have better performance because they have lower costs and try to find ways to reduce costs that go beyond simply embracing indexing. With stress on techniques for finding funds based on better (less popular) indexes, he points readers in the direction of funds with lower embedded transaction costs. From financial planning & controlling fund investment costs to picking winning funds and improving fund management, Someone Will Make Money on Your Funds offers readers the information they can trust from an expert with years of experience in the field.

L'auteur - Gary L. Gastineau

Gary L. Gastineau is a Senior Portfolio Manager in the Dickerson Division of H.G. Wellington & Co., Inc.; Managing Director of ETF Consultants, LLC; and a Director of Skyhawk Management, LLC. Previously, he was managing director for ETF product development at Nuveen Investments. Preceding his tenure at Nuveen, he was senior vice president of new product development at the American Stock Exchange. Gastineau is also the author of The Exchange-Traded Funds Manual (published by Wiley) and The Options Manual, as well as coauthor of the Dictionary of Financial Risk Management. He is an honors graduate of both Harvard College and Harvard Business School.

Sommaire

Chapter 1: A Framework for Saving and Investing
Chapter 2: Assets, Liabilities, and Financial Planning
Chapter 3: Tax-Efficient Financial Planning and Investing
Chapter 4: Controlling Investment Costs: Money Market and Brokerage Account Economics, Separate Investments versus Funds
Chapter 5: How to Cut Your Fund Costs
Chapter 6: Reducing Costs with Index Funds
Chapter 7: Fund Advisory Services-or Do-It-Yourself?
Chapter 8: Some Winning Funds-and Why They Win
Chapter 9: Active Investment Management: Can You Find a Manager Who Can Beat the Market?
Chapter 10: Reinventing the Mutual Fund: Actively Managed Exchange-Traded Funds
Chapter 11: Improving the Efficiency of Custom Investment Management: Some ETF Applications
Appendix A: Sources of Additional Information on the Internet
Appendix B: Conventional Mutual Funds versus Exchange-Traded Funds: Making Choices
Glossary

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Caractéristiques techniques

	PAPIER
Éditeur(s)	Wiley
Auteur(s)	Gary L. Gastineau
Parution	29/09/2005
Nb. de pages	296
Format	16 x 24
Couverture	Relié
Poids	495g
Intérieur	Noir et Blanc
EAN13	9780471744825
ISBN13	978-0-471-74482-5