The Smart Beta ETF LandscapeAl KellettMorningstar senior fund analyst Al Kellett will provide an introduction to what the term ‘smart beta’ means, and start off this webinar by taking a look at the smart beta ETF landscape, how big this subset of the ETF market is and how it’s been growing. He’ll then illustrate why it’s hard to define and discuss some of the ways that this strategy is being carried out right now in the marketplace.Read more >
Morningstar ETF experts Hortense Bioy, Jose Garcia-Zarate, Al Kellett and Gordon Rose will answer all your ETF questions, no matter how big or small. Submit your questions in advance at ETFQueries@morningstar.com or live on the day via the BrightTALK webinar platform. We’ve already got a list of your questions to address, including how dividends are treated in ETFs and what impact this could have on performance; what costs are associated with ETFs beyond the total expense ratio; how to tell how actively traded an ETF is; and how to decide which ETF to buy when faced with several products tracking the same index.
Smart beta strategies have gained a lot of attention in recent years, and more and more smart beta ETFs are being launched in Europe. This live panel discussion between Morningstar analysts and users of smart beta strategies will address these questions:
What exactly are these alternative beta strategies?
Are they better than the traditional market cap-weighted approach or just different?
What are the pitfalls?
How can these strategies be integrated into one’s investment process?
The agenda will be to define the terms Tracking Error and Tracking Difference and talk about why they are important; to present the results of our study into the tracking efficiency of a sample of ETFs; and introduce a new Morningstar data point for measuring tracking efficiency, Estimated Holding Cost.
Why even consider the alternatives?
Why use ETFs to access alternative asset classes?
Exploring the menu of alternative asset classes accessible via the ETF wrapper:
- Hedge Funds