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Smart-Beta ETFs aus einer wirtschaftlichen Perspektive: Können Investoren mit dem Smart-Beta Konzept einen Mehrwert erzielen?

Smart-Beta ETFs aus einer wirtschaftlichen Perspektive: Können Investoren mit dem Smart-Beta Konzept einen Mehrwert erzielen?

          
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About the Book

Bachelorarbeit aus dem Jahr 2016 im Fachbereich BWL - Investition und Finanzierung, Note: 1,7, Gottfried Wilhelm Leibniz Universität Hannover (Geld und internationale Finanzwirtschaft), Sprache: Deutsch, Abstract: Ein scheinbar neues Investmentkonzept hat sich in den vergangenen Jahren versucht zwischen den beiden Investmentansätzen des aktiven und passiven Investieren zu positionieren. Wer in den letzten Monaten aufmerksam und regelmäßig die Finanznachrichten verfolgt hat, wird nicht vermutlich nicht drum herum gekommen sein, von der Anlagestrategie zu hören, die sich "Smart Beta" nennt. Diese Anlagestrategie vereint Merkmale passiver und aktiver Investmentkonzepte. Die Kosten sind in Anlehnung am passiven Investmentansatz gering, da keine Managementgebühr fällig wird und dennoch besteht die Möglichkeit eine Überrendite zu erzielen. Angesichts dieser Kombination sorgen Smart Beta Produkte momentan für ein erhebliches Interesse unter den Investoren. Die Vorgehensweise von Smart Beta ETFs ist simpel. Es werden alternative Gewichtungsmethoden innerhalb der Indexe benutzt, welche von dem der Marktkapitalisierung abweichen. Fraglich scheint nur, weshalb gerade jetzt diese Smart Beta Produkte in den Vordergrund rücken und einen medialen Hype erleben. Eine mögliche Antwort könnte darin bestehen, dass passives Investieren in Form von ETFs (Exchange Traded Funds) in den letzten Jahren einer der größten Trends auf den Finanzmärkten war. Das beweisen auch die Zahlen, wenn der Cash Flow herangezogen wird. Indexfonds (ETFs) haben seit den 70er Jahren bis heute 5,3 Billion US Dollar (AuM) angesammelt. Die Investmentfondssparte hat von diesem Trend eher weniger mit profitiert, da Indexprodukte für Fondsanbieter wenig lukrativ sind. Dementsprechend scheint es so, dass Smart Beta ETFs eher ein Marketingprodukt sind, um Gebühren von Investoren zu generieren, die dem Indextrend folgen. In diesem Zusammenhang werden in dieser Bachelorarbeit Zusammenhänge erläutert und Fragen bea


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Product Details
  • ISBN-13: 9783668742741
  • Publisher: Grin Verlag
  • Publisher Imprint: Grin Verlag
  • Height: 210 mm
  • No of Pages: 56
  • Spine Width: 3 mm
  • Weight: 86 gr
  • ISBN-10: 366874274X
  • Publisher Date: 08 Jul 2018
  • Binding: Paperback
  • Language: German
  • Returnable: N
  • Sub Title: Können Investoren mit dem Smart-Beta Konzept einen Mehrwert erzielen?
  • Width: 148 mm


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Smart-Beta ETFs aus einer wirtschaftlichen Perspektive: Können Investoren mit dem Smart-Beta Konzept einen Mehrwert erzielen?
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