Assessing the Impact of the U.S. Executive Order on Passive Funds

Presented by

Jackie Choy, Director of ETF Research, Asia & Kristopher Leung, Customer Success Team Leader, Asia

About this talk

The "Executive Order on Addressing the Threat from Securities Investments that Finance Communist Chinese Military Companies." was signed on Nov. 12, 2020 and became effective on Monday, Jan. 11, 2021, at 9:30 a.m. EST. There have been many changes and updates made since the executive order was first signed. In this webinar, Morningstar will look to address the following: • An overview of the ripples sent from the executive order • Assessing the impact on passive funds Join us to hear Morningstar’s research insights on this matter and how Morningstar Direct can help you conduct passive fund strategies and relevant benchmark data analysis.

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