Hi [[ session.user.profile.firstName ]]

Morningstar Investment Trends & Ideas

  • Date
  • Rating
  • Views
  • ETF Managed Portfolio Landscape: When Alpha meets Beta
    ETF Managed Portfolio Landscape: When Alpha meets Beta
    Gordon.Rose@morningstar.com Recorded: Jun 26 2013 26 mins
    ETF managed portfolios are funds or mandates that invest at least 50% in ETFs.

    In this webinar, Morningstar analyst Gordon Rose will remind listeners of the growth seen in the European ETF market and provide an overview of ETF managed portfolios. In particular, he’ll discuss:
    -Strategies that have attracted the most inflows year-to-date;
    -What the fund managers say about ETF managed portfolios;
    -What he sees for the development of the ETF market in the future.
  • The Smart Beta ETF Landscape
    The Smart Beta ETF Landscape
    Al Kellett Recorded: May 29 2013 32 mins
    Morningstar 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.
  • We Answer All Your ETF Questions.
    We Answer All Your ETF Questions.
    Hortense.Bioy@morningstar.com Recorded: Apr 24 2013 58 mins
    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.
  • ETFs and  Smart Beta Strategies
    ETFs and Smart Beta Strategies
    Hortense Bioy <Hortense.Bioy@morningstar.com> Recorded: Mar 27 2013 57 mins
    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?
  • Tracking Efficiency in European ETFs
    Tracking Efficiency in European ETFs
    Al Kellett <AL.KELLETT@morningstar.com> Recorded: Feb 27 2013 28 mins
    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.
  • ETFs: The Year that Was and the Year that Will Be
    ETFs: The Year that Was and the Year that Will Be
    Jose Garcia Zarate Recorded: Jan 23 2013 50 mins
    •A Round-Up of Where Assets Flowed in 2012
    •Regulatory Changes for the ETP Industry
    •Consolidation and Closures in the ETP Industry
    •Expectations for the ETP Industry in 2013
  • Generating Income with ETFs
    Generating Income with ETFs
    Ben Johnson, Director of Passive Fund Research Recorded: Nov 28 2012 37 mins
    •How we got to a low-yield world
    •Income, not for its own sake
    •Theory of yield relativity: why the highest-yielding investments don’t pay
    •What’s cheap, what’s not
  • Investing in Corporate and High Yield Bond Markets via ETFs
    Investing in Corporate and High Yield Bond Markets via ETFs
    Jose Garcia-Zarate, Senior European ETF Analyst, Morningstar Recorded: Oct 31 2012 45 mins
    •Why corporate and HY have become the fixed income flavour of the year
    •The outlook and the risks
    •Exploring the ETF menu
  • Investing in Alternative Asset Classes via ETFs
    Investing in Alternative Asset Classes via ETFs
    Ben Johnson, Director of Passive Fund Research Europe and Asia, Morningstar Recorded: Sep 26 2012 49 mins
    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:
    - Commodities
    - Currencies
    - Property
    - Hedge Funds
  • Securities Lending in Physical ETFs: A review of Practices
    Securities Lending in Physical ETFs: A review of Practices
    Hortense Bioy, CFA, Senior ETF Analyst Recorded: Aug 29 2012 45 mins
    - Examining the benefits and risks of securities lending
    - What safeguards are put in place to protect investors?
    - How much of your physical ETF is out on loan?
    - Due diligence checklist

Embed in website or blog