A simple approach to passive investing

An Introductory Guide to the Theoretical and Operational Principles of Passive Investing for Building Lazy Portfolios that Perform Over Time

Stefano Calicchio

• Publisher: Stefano Calicchio
• Year: 2022
• ISBN:
  9791221384819
• Topic: Business
• Subtopic: Business General
• Index: Business

What are passive investments and how do they work? Why build lazy portfolios and for what purposes? What tools are used and what strategies can be implemented with passive investments? Quickly learning the basics of passive investing and building lazy portfolios that will grow over time has never been easier. For the first time, a comprehensive and accessible guide shows you the theoretical and operational principles of the subject. Within this practical handbook you will discover all the information you need to truly understand what passive investments are and what roles they can play in the life of an investor. The reader will learn step by step how to approach passive replication, the use of ETFs and the use of multi-factor strategies without hesitation. You will thus discover through straightforward and essential information strategies that can broaden your view of financial investments, how they work and their applications for managing your capital.

Table of contents

• Cover
• A simple approach to passive investing
• Table of contents
• Introduction
• What are passive investments
• A brief introductory test of passive investments
• A brief history of passive investments
• The efficiency factor
• Orienting between passive and active investments
• The asset classes available through ETFs
• Building a portfolio of ETFs
• The optimisation work of managers
• Investors' choice work and lazy portfolios
• Yield analysis
• How to choose ETFs
• The search for smart beta
• Factor analysis: what it is and how it works
• The multifactorial analysis
• The value strategy
• The momentum strategy
• The volatility strategy
• The growth strategy
• The quality strategy
• The dividend strategy
• The size strategy
• The ESG factor and sustainable passive investments
• Passive investments with Roboadvisors
• The key points of passive investments
• Conclusions
• Final test
• Solutions