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Performancevergleich Exchange Traded Funds (ETF) versus Benchmark

Performancevergleich Exchange Traded Funds (ETF) versus Benchmark

          
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About the Book

Studienarbeit aus dem Jahr 2019 im Fachbereich BWL - Investition und Finanzierung, Note: 2,3, FOM Essen, Hochschule für Oekonomie & Management gemeinnützige GmbH, Hochschulleitung Essen früher Fachhochschule, Sprache: Deutsch, Abstract: Einfach - Transparent - Fair. Mit diesen Eigenschaften werben ETF-Anbieter über ihre Fonds. Gerade bei den ETFs (Exchange Traded Funds) trifft dieser Werbespruch auch zu. Diese Abkürzung war vor einigen Jahren wahrscheinlich nur bestimmten Bankern bekannt. Doch ETFs gewinnen mittlerweile immer mehr an Beliebtheit, sie gehören zu den wachstumsstärksten Segmenten im ganzen Finanzmarkt. Der erste Indexfonds wurde bereits in den Jahren 1969 bis 1971 von John McQuown und Wiliam Fouse erzeugt. Der Fortschritt vom Investmentfond zum Exchange Traded Fund geschah im Januar 1993 an der Wall Street in New York. Dennoch entwickelten sich die ersten ETFs erst sieben Jahre später an der europäischen Börse. In Deutschland etablierte sich der erste ETF-Anbieter im Dezember 2000. Dieser versuchte den DAX Index wiederzugeben. Das Volumen aller ETFs betrug im Jahr 2014, 377 Milliarden Euro und weitete sich im Jahr 2015 auf 267 Milliarden Euro aus. Der Grund für diesen Anstieg liegt darin, dass ETFs eine bessere Rendite erreichen als traditionelle Fonds und preisgünstiger sind. Unter einer Rendite versteht man im Finanzwesen den tatsächlichen Ertrag einer Geldanlage. Grundsätzlich sollen ETFs nach einem sehr einfachen und transparenten Prinzip verlaufen und besonders geeignet sein für institutionelle und private Anleger, mit wenig Investitionserfahrung. Doch ob dies wirklich der Fall ist oder ob dahinter bloß gutes Marketingsteckt, soll durch diese Arbeit genauer erleuchtet werden. Das hauptsächliche Ziel dieser Arbeit liegt darin rauszufinden, welche Leistungen ETFs im Vergleich zu ihrer Benchmark, also dem Vergleichsindex abliefern. Um das Konzept von ETFs verständlich zu machen, wird zu Beginn der Arbeit die Bedeutung und Funktion von ETFs ausfü


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Product Details
  • ISBN-13: 9783346484307
  • Publisher: Bod Third Party Titles
  • Publisher Imprint: Grin Verlag
  • Height: 210 mm
  • No of Pages: 28
  • Spine Width: 2 mm
  • Width: 148 mm
  • ISBN-10: 3346484300
  • Publisher Date: 03 Aug 2021
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Weight: 50 gr


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