Identify the use and purpose of a strategy in a total portfolio, learn the key questions to ask firm executives, and more.
In our latest checkup, Morningstar ETF Managed Portfolio Strategist Andrew Gogerty gave a presentation on selecting an ETF managed portfolio strategy, a wrap-up of key 2013 trends, and an outlook for the industry's development in 2014.
He addressed several topics including identifying the use and purpose of a strategy in a total portfolio, key questions to ask firm executives, and key access and distribution considerations. Andy also provided perspective on the continued development of the ETF managed portfolio industry into next year, and took questions from viewers at the end of the discussion.
A replay of this event is now available.