Navigating The Maze Of Exchange-Traded Products

Navigating The Maze Of Exchange-Traded Products
Rick Ferri
09/11/09 4 PM EST
IWI

The number of Exchange-traded products (ETPs) continues to expand as do their use in portfolio management. Today, over 600 ETPs trade on U.S. exchanges and more than 500 are in SEC registration. ETPs include exchange-traded funds (ETFs), exchange-traded note (ETNs), grantor trusts, unit investment trusts (UITs), macros, and other SEC-approved structures.

This presentation includes comparisons of ETP types including the potential tax consequences, the classification of indexing methodologies followed by ETPs, why leveraged and inverse index products typically leave you short, and how actively managed ETPs differ from index based products.
Richard Ferri, CFA, is CEO of Portfolio Solutions LLC, an investment management firm based Troy, MI. Portfolio Solutions manages approximately $700 million in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth. Mr. Ferri has written five books on asset allocation, index funds, and exchange-traded funds (ETFs).

 

This webinar is approved for IMCA CE credit.


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