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Takeaways From the 2014 Morningstar ETF Conference

Get new ETF-focused insights on strategic beta, dividend investing, emerging markets, and more from the 2014 Morningstar ETF Conference.

Morningstar, 09/18/2014

Since our first ETF Conference in 2010, the exchange-traded fund industry has continued to grow and evolve. ETFs are attracting an ever-larger share of assets as investors seek low-cost, passive investments, and a slew of new products has expanded the space from plain-vanilla equity index funds into more exotic products. But how can investors navigate this increasingly complex landscape to build better portfolios and position themselves in today's market?

This year's conference, Sept. 17-19 in Chicago, will shed some light on ETF investors' best practices today, including panel discussions about the rise of strategic-beta funds, how to best invest in fixed income using ETFs, where it may pay to hire an active manager, and how to tap emerging markets.

Keynote speakers will include Nobel laureate Eugene Fama and BlackRock's Russ Koesterich.

For those who can't attend this year's event, Morningstar.com will offer on-the-spot coverage and commentary, including video interviews with the presenters and session recaps.

Conference Coverage

Special Report: What You Need to Know About 'Strategic Beta'
As a growing number of new ETFs straddle the line between active and passive, investors are faced with a dizzying array of increasingly complex choices. Here's the compass you need to navigate. Download the Full PDF Report.

Koesterich: This Bull Market Can Survive Higher Rates
The U.S. economy and stock market should be able to absorb a measured rise in rates starting next year, but investors should expect subsequent raises to come soon after, says BlackRock's Russ Koesterich.

Peters: Know What You Want From Dividend ETFs
There can be good reasons to own dividend-focused ETFs, but investors looking for pure income may be better off in individual stocks, says Morningstar’s Josh Peters.

Fama: Active Management a Bad Bet
Nobel Prize winner cites lower costs and questions about active manager skill as reasons to stick with index funds.

Schneider: Volatility Will Be a Primary Focus for Investors
As Fed policy tightens over the short term, investors will have to actively manage interest rate exposure while looking ahead to a 'new neutral' in the next three to five years, says PIMCO's Jerome Schneider.

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