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Considerations for ETF Selection

Webinar Replay | An in-depth conversation on selecting ETFs for a comprehensive portfolio.

MorningstarAdvisor.com, 06/24/2013

Continued advisor demand for ETF managed portfolios pushed assets in this universe ahead in the first few months of 2013. Through March, strategies in Morningstar's database collectively held $73 billion, representing 12% growth in the first quarter and a 22% increase over the total in September 2012.

In our next checkup, join Morningstar ETF Managed Portfolio Strategist Andrew Gogerty for a brief update on the key trends that will shape the space in 2013 and an in-depth conversation on selecting ETFs for a comprehensive portfolio.

Sam Lee, editor of Morningstar's ETFInvestor newsletter, and Anthony Parish from Sage Advisory will join Andy for a roundtable discussion on the key factors and considerations for ETF selection across a variety of asset classes. We'll address several topics including asset class exposure, index construction considerations, perspectives on trading, and total cost analysis. Sam and Tony will also provide their perspective on new trends such as low volatility and other factor screens that underpin some current ETF launches. At the end of our discussion, we will take questions from viewers.

Click here to register and view replay

 

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