Video: How Strategic Beta Can Factor Into a Diversified Portfolio

Morningstar introduced the industry’s first strategic beta classification system at its fifth annual ETF Conference in Chicago last month, along with the publication of its 62-page Global Guide to Strategic Beta Exchange-Traded Products. The firm’s director of manager research for passive strategies is Ben Johnson, and he will be hosting a series of webinars on strategic beta, beginning October 21. In this video, Mr. Johnson interviews David Koenig, an investment strategist with Russell Indexes, and the two examine how strategic beta can be implemented into diversified portfolios.

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