CFA Institute Conference Proceedings Quarterly—Utilizing ETFs in Active Equit

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收藏 2014-10-13

越来越多投资者使用交易所交易基金（Exchange Traded Funds，简称“ETF”）作为他们的投资组合的一部分。ETF凭藉成本低廉的优势成功令其在北美和欧洲地区广受欢迎。想了解ETF在主动股票型战略和资产管理中扮演的角色？CFA Institute Conference Proceedings QuarterlyUtilizing ETFs in Active Equity Strategies
Abstract

The reasons investors use exchange-traded funds (ETFs), rather than other alternative instruments, as part of their active equity strategies are increasing. In North America and Europe, ETFs are becoming popular in managed portfolios and for portfolio cash management. Institutional inertia is being replaced by an appreciation of the low-cost opportunities of using ETFs.

[size=1.25em]Author Information

Noel C. Archard, CFA, is a managing director and head of BlackRock Canada, where he leads the Canadian business, overseeing initiatives in both the institutional and retail divisions. He is also on the global operating committee and the Americas executive committee at BlackRock. Previously, Mr. Archard worked at iShares and at Barclays Global Investors, which later merged with BlackRock. He also worked at the Vanguard Group, where he held positions in the brokerage service unit and in the exchange-traded funds group. Mr. Archard is a member of CFA Society Toronto. He holds a BS degree from Northwestern University.