Using strategic beta effectively

Dan Lefkovitz of Morningstar

Jun 27, 2017

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In a video interview, Dan Lefkovitz of Morningstar highlights the key features and benefits of strategic beta strategies, and looks at the global nature of its applicability to investor portfolios.

Jump to section:

1. What does strategic beta mean?

2. What does Morningstar do in this space?

3. How do clients in North America use these products?

4. What's the potential interest that you see from Asian clients in these products?

Video transcript

1. What does strategic beta mean?

2. What does Morningstar do in this space?

3. How do clients in North America use these products?

4. What's the potential interest that you see from Asian clients in these products?

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