What they are, where they came from, where they're going--and how to evaluate them.
In this 60-minute roundtable report, Morningstar's Russ Kinnel, Ben Johnson, John Rekenthaler, and Christine Benz dissect indexing's popularity, index versus active fund performance, and how investors can effectively blend the best of both in a portfolio.
Strategic beta funds have seen substantial inflows recently, but investors should approach them with a healthy skepticism and a keen eye on costs, says Morningstar's Ben Johnson.
UPDATE: The Nasdaq that just eclipsed an all-time closing high is a very different index
The latest offerings focus on emerging markets and dividends.
S&P 500 back for another crack at trendline -2-
UPDATE: Smart-beta strategies that actually beat the market
Jessica Cutrera’s firm fills a need for fee-based planning in Asia.
S&P 500's slow-motion breakout attempt remains -2-