Invesco PowerShares - Invesco PowerShares

Powerhares
Filial
SanoatAktivlarni boshqarish
Tashkil etilgan2002 (2002)
Bosh ofis,
Ota-onaInvesko
Veb-saytwww.invescopowershares.com

Invesco PowerShares (avval PowerShares Capital Management) a butik investitsiyalarni boshqarish bo'yicha firma yaqin asoslangan Chikago qaysi oilani boshqaradi birjada sotiladigan mablag'lar yoki ETF-lar.[1][2] Kompaniya uning bir qismi bo'lgan Invesko 2006 yildan beri PowerShares mahsulotini sotadigan.

2002 yilda yaratilgan PowerShares mablag'laridan foydalaniladi miqdoriy ko'rsatkichlar benchmark sifatida.[3] Hozirda 120 dan ortiq PowerShares ETF mavjud.[4]

PowerShares turli xil bozor indekslarini qamrab oladi va taqlid qiladi; masalan PowerShares QQQ (NASDAQQQQ ) nusxasini ko'paytirish uchun mo'ljallangan NASDAQ-100 Indeks. The PowerShares QQQ yozuvchi Jon J. Merfining so'zlariga ko'ra, fond bozoridagi eng ko'p sotiladigan aktsiyalardan biridir.[5][4]

PowerShares ETF-lari shuningdek tovarlar bozor, xilma-xil va mayda yoki microcap aktsiyalari.[6] Masalan, PowerShares JB tovar indekslarini kuzatish jamg'armasi yoki u tomonidan ishlab chiqilgan DBC Deutsche Bank, individual sarmoyadorlarga o'z ETF orqali tovarlarga sarmoya kiritishga imkon beradi.[7] PowerShares DB Oil Fund (DBO) bilan shug'ullanadi xom neft indeks.[6]

Tarix

Kompaniya 2002 yilda PowerShares Capital Management sifatida tashkil etilgan.

2006 yilda PowerShares Capital Management kompaniyasi tomonidan sotib olingan Invesko Invesco ETF biznesiga kirish huquqini qo'lga kiritishi uchun kompaniya Invesco PowerShares deb o'zgartirildi.

2006 yilda PowerShares xususiy kapital bozorida birja savdo fondini "diversifikatsiya qilingan uslubda" taklif qildi, ammo hisobot BusinessWeek tahlilchilar fondni "odamlar u holda yashashi mumkin bo'lgan narsa" deb o'ylashlarini taklif qildi.[8]

2005 yilda PowerShares mijozlarga "kichik kompaniyalar" ga sarmoya kiritishga imkon beradigan fond ishlab chiqardi mikrokapaklar; hisobotga ko'ra Nyu-York Tayms, Powershares Zacks Micro Cap Portfolio Zacks Investment Research indeksiga amal qilgan 330 ta aktsiyaga egalik qiladi va PowerShares ETF ushbu mayda kompaniyalarni har hafta qayta ko'rib chiqadi va "to'planib qolmaydigan" kompaniyalarni olib tashlaydi.[2] Bundan tashqari, ETF mikrokapagi har chorakda butun indeksni muvozanatlashtiradi.[2]

2010 yilda firma bilan tovar belgisini buzish to'g'risidagi nizo yuzaga kelgan Sektor SPDR ishonchini tanlang yoki yo'qligi haqida savdo belgilar, yoki tikkalar, tovar nomlari sifatida qaralishi mumkin.[9]

2013 yilda Uilyam F. Sharpning "Yilning eng yaxshi mahsuloti" mukofotiga "PowerShares" katta kredit portfeli "ETF" sazovor bo'ldi. NYSEBKLN.[10][11]

Tanlangan mablag'lar

Kirish - faol

  • PowerShares faol AQSh ko'chmas mulk jamg'armasi (NYSE ArcaPSR )
  • PowerShares China A-Share Portfolio (NYSE ArcaCHNA )
  • PowerShares ko'p strategiyali muqobil portfeli (NASDAQLALT )
  • PowerShares S&P 500 pastga tushadigan to'siq portfeli (NYSE ArcaPHDG )

Kirish - keng bozor Beta-versiyasi

Kirish - Buybacks

  • PowerShares-ning qayta sotib olish natijalari portfeli (NYSE ArcaPKW )
  • PowerShares Xalqaro BuyBack yutuqlari? Portfel (NASDAQIPKW )

Kirish - Global mintaqa va mamlakat

  • BLDRS Asia 50 ADR indeks jamg'armasi (NASDAQADRA )
  • BLDRS rivojlangan bozorlari 100 ADR indeks fondi (NASDAQADRD )
  • BLDRS Rivojlanayotgan Bozorlari 50 ADR indekslari fondi (NASDAQADRE )
  • BLDRS Europe ADR indeks fondini tanlang (NASDAQADRU )
  • PowerShares Golden Dragon China Portfolio (NYSE ArcaPGJ )
  • PowerShares India Portfolio (NYSE ArcaPIN-kod )

Kirish - kichik qopqoqli sektor

  • PowerShares S&P SmallCap Iste'molchilarning o'z xohishiga ko'ra portfeli (NASDAQPSCD )
  • PowerShares S&P SmallCap Consumer Staples Portfolio (NASDAQPSCC )
  • PowerShares S&P SmallCap energiya portfeli (NASDAQXMK )
  • PowerShares S&P SmallCap moliyaviy portfeli (NASDAQPSCF )
  • PowerShares S&P SmallCap sog'liqni saqlash portfeli (NASDAQPSCH )
  • PowerShares S&P SmallCap Industrials Portfolio (NASDAQPSCI )
  • PowerShares S&P SmallCap axborot texnologiyalari portfeli (NASDAQPSCT )
  • PowerShares S&P SmallCap materiallari portfeli (NASDAQPSCM )
  • PowerShares S&P SmallCap Utilities Portfolio (NASDAQPSCU )

Kirish - mutaxassislik sektori

  • PowerShares aerokosmik va mudofaa portfeli (NYSE ArcaPPA )
  • PowerShares rivojlanayotgan bozorlar infratuzilmasi portfeli (NYSE ArcaPXR )
  • PowerShares Global ro'yxatga olingan xususiy kapital portfeli (NYSE ArcaPSP )
  • PowerShares KBW bank portfeli (NASDAQKBWB )
  • PowerShares KBW kapital bozorlari portfeli (NASDAQKBWC )
  • PowerShares KBW sug'urta portfeli (NASDAQKBWI )
  • PowerShares KBW mulk va fuqarolarning sug'urtasi portfeli (NASDAQKBWP )
  • PowerShares KBW mintaqaviy bank portfeli (NASDAQKBWR )
  • PowerShares NASDAQ Internet-portfeli (NASDAQPNQI )

Kirish - strategiyalar

Tovarlar va valyutalar - tovarlarning maqbul rentabelligi

Tovarlar va valyutalar - valyutalar

  • PowerShares DB G10 valyutani yig'ish jamg'armasi (NYSE ArcaDBV )
  • PowerShares JB AQSh Dollari indeksi Bearish Fund (NYSE ArcaUDN )
  • PowerShares JB AQSh dollari indeksining ko'tarilish fondi (NYSE ArcaUP )

Kapitalga asoslangan resurslar - Muqobil energiya

  • PowerShares Cleantech portfeli (NYSE ArcaPZD )
  • PowerShares Global toza energiya portfeli (NYSE ArcaPBD )
  • PowerShares WilderHill toza energiya portfeli (NYSE ArcaPBW )
  • PowerShares WilderHill progressiv energiya portfeli (NYSE ArcaPUW )

Kapitalga asoslangan resurslar - tovar kapitallari

  • PowerShares global qishloq xo'jaligi portfeli (NASDAQPAGG )
  • PowerShares global oltin va qimmatbaho metallar portfeli (NASDAQPSAU )
  • PowerShares global suv portfeli (NYSE ArcaPIO )
  • PowerShares suv resurslari portfeli (NYSE ArcaPHO )

Faktorga asoslangan - keng asosli momentum

  • PowerShares DWA rivojlangan bozorlari momentum portfeli (NYSE ArcaPIZ )
  • PowerShares DWA rivojlanayotgan bozorlari momentum portfeli (NYSE ArcaPIE )
  • PowerShares DWA Momentum Portfolio (NYSE ArcaXDP )
  • PowerShares DWA NASDAQ Momentum Portfolio (NASDAQDWAQ )
  • PowerShares DWA SmallCap Momentum Portfolio (NASDAQDWAS )

Faktorga asoslangan - yuqori Beta

  • PowerShares S&P 500 yuqori Beta portfeli (NASDAQSPHB )
  • PowerShares S&P rivojlanayotgan bozorlari yuqori Beta portfeli (NASDAQEEHB )
  • PowerShares S&P International tomonidan ishlab chiqilgan yuqori Beta portfeli (NASDAQIDHB )

Faktorga asoslangan - yuqori sifat

  • PowerShares S&P 500 yuqori sifatli portfeli (NASDAQSPHQ )
  • PowerShares S&P International tomonidan ishlab chiqilgan yuqori sifatli portfel (NASDAQIDHQ )

Faktorga asoslangan - past volatilite

  • PowerShares S&P 500 past o'zgaruvchanlik portfeli (NASDAQSPLV )
  • PowerShares S&P rivojlanayotgan bozorlari past volatilite portfeli (NASDAQEELV )
  • PowerShares S&P International tomonidan ishlab chiqilgan past o'zgaruvchanlik portfeli (NASDAQIDLV )
  • PowerShares S&P MidCap past o'zgaruvchanlik portfeli (NASDAQXMLV )
  • PowerShares S&P SmallCap past o'zgaruvchanlik portfeli (NASDAQXSLV )

Faktorga asoslangan - tarmoqqa asoslangan momentum

  • PowerShares DWA asosiy materiallari momentum portfeli (NYSE ArcaPYZ )
  • PowerShares DWA Consumer Cyclicals Momentum Portfolio (NYSE ArcaPEZ )
  • PowerShares DWA Consumer Staples Momentum Portfolio (NYSE ArcaPSL )
  • PowerShares DWA Energy Momentum Portfolio (NYSE ArcaPXI )
  • PowerShares DWA moliyaviy momentum portfeli (NYSE ArcaPFI )
  • PowerShares DWA sog'liqni saqlash momentum portfeli (NYSE ArcaPTH )
  • PowerShares DWA Industrials Momentum Portfolio (NYSE ArcaPRN )
  • PowerShares DWA Technology Momentum Portfolio (NYSE ArcaPTF )
  • PowerShares DWA Utilities Momentum Portfolio (NYSE ArcaPUI )

Og'irlik asoslari - Og'irlikdagi tenglik asoslari

  • PowerShares FTSE RAFI Asia Pacific sobiq Yaponiya portfeli (NYSE ArcaPAF )
  • PowerShares FTSE RAFI rivojlangan bozorlari sobiq AQSh. Portfel (NYSE ArcaPXF )
  • PowerShares FTSE RAFI rivojlangan bozorlari sobiq AQSh. Kichik-o'rta portfel (NYSE ArcaPDN )
  • PowerShares FTSE RAFI rivojlanayotgan bozorlar portfeli (NYSE ArcaPXH )
  • PowerShares FTSE RAFI US 1000 Portfolio (NYSE ArcaPRF )
  • PowerShares FTSE RAFI US 1500 Kichik va o'rta portfel (NASDAQPRFZ )
  • PowerShares Fundamental sof katta yadroli portfel (NASDAQPXLC )
  • PowerShares Fundamental sof katta o'sish portfeli (NASDAQPXLG )
  • PowerShares Fundamental sof katta qiymatdagi portfel (NASDAQPXLV )
  • PowerShares Fundamental Sof O'rta Portfolio (NASDAQPXMC )
  • PowerShares Fundamental sof o'rta o'sish portfeli (NASDAQPXMG )
  • PowerShares asosiy sof o'rtacha qiymat portfeli (NASDAQPXMV )
  • PowerShares Fundamental sof kichik yadroli portfel (NASDAQPXSC )
  • PowerShares Fundamental sof kichik o'sish portfeli (NASDAQPXSG )
  • PowerShares asosiy sof kichik qiymatli portfeli (NASDAQPXSV )

O'lchangan asoslar - O'lchangan qat'iy daromadlar asoslari

  • PowerShares rivojlanayotgan bozorlari mahalliy qarzlar portfeli (NASDAQPFEM )
  • PowerShares Fundamental yuqori daromadli korporativ obligatsiyalar portfeli (NYSE ArcaPHB )
  • PowerShares asosiy investitsiya darajasi uchun korporativ obligatsiyalar portfeli (NASDAQPFIG )

Daromad - tenglik daromadi

  • Dividendga erishish uchun PowerShares portfeli (NYSE ArcaPFM )
  • PowerShares yuqori rentabellikga ega bo'lgan dividendga erishish portfeli (NYSE ArcaPEY )
  • PowerShares xalqaro dividend yutuqlari portfeli (NYSE ArcaPID )
  • PowerShares KBW yuqori dividend rentabelligi bo'yicha moliyaviy portfel (NASDAQKBWD )
  • PowerShares S&P 500 yuqori dividendlar portfeli (NASDAQSPHD )

Daromad - sobit daromad

  • PowerShares 1-30 narvonli xazina portfeli (NYSE ArcaPLW )
  • PowerShares America Bond portfelini yaratadi (NYSE ArcaBAB )
  • PowerShares Xitoy yuanining dim sumli obligatsiyalari portfeli (NASDAQDSUM )
  • PowerShares rivojlanayotgan bozorlari suveren qarz portfeli (NYSE ArcaPCY )
  • PowerShares Global Qisqa muddatli yuqori rentabellikga ega obligatsiyalar portfeli (NASDAQPGHY )
  • PowerShares sug'urtalangan Kaliforniya munitsipal majburiyatlari portfeli (NYSE ArcaPWZ )
  • PowerShares sug'urtalangan milliy munitsipal majburiyatlar portfeli (NYSE ArcaPZA )
  • PowerShares sug'urta qilingan Nyu-York munitsipal majburiyatlari portfeli (NYSE ArcaPZT )
  • PowerShares xalqaro korporativ obligatsiyalar portfeli (NASDAQPICB )
  • PowerShares katta kredit portfeli (NASDAQBKLN )
  • PowerShares VRDO haftalik soliqsiz portfeli (NYSE ArcaPVI )

Daromad - gibrid daromad

  • PowerShares CEF daromadlari bo'yicha kompozit portfel (NASDAQPCEF )
  • PowerShares moliyaviy imtiyozli portfeli (NYSE ArcaPGF )
  • PowerShares KBW premium rentabellik kapitali REIT portfeli (NASDAQKBWY )
  • PowerShares-ning afzal qilingan portfeli (NYSE ArcaPGX )
  • PowerShares o'zgaruvchan stavkasi afzal qilingan portfel (NYSE ArcaVRP )

Miqdoriy - dinamik keng bozor

  • PowerShares dinamik katta hajmli o'sish portfeli (NYSE ArcaPWB )
  • PowerShares dinamik katta qiymatli portfeli (NYSE ArcaPWV )
  • PowerShares dinamik bozori portfeli (NYSE ArcaPWC )

Miqdoriy - dinamik sanoat

  • PowerShares dinamik biotexnologiya va genom portfeli (NYSE ArcaPBE )
  • PowerShares dinamik qurilish va qurilish portfeli (NYSE ArcaPKB )
  • PowerShares dinamik energiya qidiruvi va ishlab chiqarish portfeli (NYSE ArcaPXE )
  • PowerShares dinamik oziq-ovqat va ichimliklar portfeli (NYSE ArcaPBJ )
  • PowerShares Bo'sh vaqt va ko'ngil ochishning dinamik portfeli (NYSE ArcaPEJ )
  • PowerShares dinamik media portfeli (NYSE ArcaPBS )
  • PowerShares dinamik tarmoq portfeli (NYSE ArcaPXQ )
  • PowerShares dinamik neft va gaz xizmatlari portfeli (NYSE ArcaPXJ )
  • PowerShares dinamik farmatsevtika portfeli (NYSE ArcaPJP )
  • PowerShares dinamik chakana savdo portfeli (NYSE ArcaPMR )
  • PowerShares dinamik yarim o'tkazgichlar portfeli (NYSE ArcaPSI )
  • PowerShares dinamik dasturiy ta'minot portfeli (NYSE ArcaPSJ )

Shuningdek qarang

Adabiyotlar

  1. ^ Judit Rehak (2005 yil 9-noyabr). "Mikrokapkalarga yangicha yondashuv". The New York Times. Olingan 2012-06-13. PowerShares, Chikagodagi ETF butigi ... Hali ham indekslar fondi bo'lganida, PowerShares ETF yanada faol yondashadi. U har hafta kompaniyalarni qayta ko'rib chiqadi, yig'ilishga qodir bo'lmaganlarni olib tashlaydi va butun indeksni yiliga to'rt marta muvozanatlashtiradi.
  2. ^ a b v "PowerShares Kiboshni 6 ta g'alati ETFga o'rnatadi". AQSh yangiliklari. 2008 yil 22-avgust. Olingan 2012-06-13.
  3. ^ ETF kitobi Richard A. Ferri tomonidan, Don Fillips tomonidan 2009 yil ISBN  0-470-53746-9 sahifa 121
  4. ^ a b ETF-lar bilan savdo qilish Deron Vagner tomonidan 2012 Bloomberg Press ISBN  1118109139 25-bet
  5. ^ Vizual investor John J. Murphy tomonidan 2009 yil ISBN  0471144479 255-bet
  6. ^ a b Tovar strategiyalari Tomas J. Dorsi tomonidan 2007 yil ISBN  0470126310 sahifa 150
  7. ^ Birjada sotiladigan mablag'larni tushunish Archie M. Richards tomonidan 2007 yil ISBN  0071484914 sahifa 230
  8. ^ Xodimlarning yozuvchisi (2006 yil 19 oktyabr). "PowerShares xususiy kapital savdo fondini ishga tushiradi". The New York Times. Olingan 2012-06-13. ... PowerShares o'zining birinchi xususiy kapital almashinuvi fondini ishga tushirmoqda ... fond allaqachon BusinessWeek-ga "bu odamlar yashay oladigan narsa" deb aytgan tahlilchilar tomonidan shubha uyg'otmoqda.
  9. ^ Jeyson Zvayg (2010 yil 14 avgust). "Bum ticker portfelni o'ldirishi mumkinmi?". Wall Street Journal. Olingan 2012-06-13. Biroz e'tiborga olinmagan sud jarayoni sarmoyalar qanday bozorga chiqarilishi haqida ko'p narsalarni aytib beradi. O'tgan oy oxirida, Select Sector SPDR Trust savdo markasini buzganligi uchun Invesco PowerShares-ni sudga berdi ....
  10. ^ "ETF mukofoti g'oliblari aniqlandi (BKLN, PHDG)". Benzinga.
  11. ^ PowerShares-ning katta kredit portfeli Uilyam F. Sharpe mukofotiga sazovor bo'ldi Yilning eng yaxshi mahsuloti Yahoo Finance