The Institutional Etf Toolbox: How Institutions Can Understand And Utilize The Fast-Growing World Of Etfs

Institutional usage of ETFs is growing as fast as ETFs themselves, with ETF allocations expected to keep growing rapidly across all institution types, with nearly half of institutions currently using ETFs saying they expect to expand use in the next year. Though institutions use ETFs for a myriad of purposes both strategic and tactical, they are also interested in the innovative products that have come out that have allowed them to express investment opinions more easily and precisely than ever. Over 700 new ETFs have been launched this decade so far -- more than the last the last two decades combined -- expanding into areas of particular appeal to institutions. But with this expansion comes concerns, as well. With data-driven content, real market examples, and visuals with the voice of institutional managers spliced in, the book will address:

• The uses of ETFs, in particular cash equitization, portfolio rebalancing, and liquidity management
• The expanding areas for ETFS, including fixed income, emerging markets, and alternatives
• The major concerns surrounding ETFs, particularly with regard to unwanted costs, taxation complexities, and toxic products
• The future of ETFs, including new regulations, virtual asset ETFs, and single-stock ETFs

With data-driven content, real market examples and visuals, The Institutional ETF Toolbox will give actionable information to institutions by looking at how other institutions use ETFs and illuminiating the best approach.

Eric Balchunas is a senior ETF analyst at Bloomberg, where he has more than a decade of experience working with ETF data, designing new functions, and writing ETF research for the Bloomberg terminal. He also writes articles, feature stories, and blog posts on ETFs for Bloomberg.com and appears each week on Bloomberg TV and Radio to discuss ETFs.