Passive is Massive – But Not All Beta is the Same

Presented by

Dan Lefkovitz, Gareth Parker, Morningstar Indexes & Natalia Fuentes & Morningstar Sustainalytics

About this talk

The global investment landscape has been utterly transformed by the growth of passive investing, which has helped lower costs and improve outcomes. As the balance of power has shifted, a few index providers now control share and dictate terms, giving rise to a new set of concerns. Meanwhile, investors face a dizzying array of options that includes not just traditional market exposure benchmarks, but also rules-based passive strategies and environmental, social, and governance-screened indices. Just as traditional beta has become commoditized, differentiated beta has become the new active. When is it ‘smart’ to research beta? How ‘sustainable’ is indexing really?
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