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Selecting a Benchmark for ETF Managed Portfolio Strategies

A Morningstar Web seminar, hosted by Scott Burns and Ling-Wei Hew. Replay now available.

Morningstar, 05/01/2014

In our next checkup, join Morningstar for a presentation on how to select a benchmark for ETF managed portfolio strategies and a wrap-up of key 2013 trends.

We address several topics including potential issues and considerations when benchmarking ETF managed portfolio strategies, a pragmatic approach to selecting a benchmark, and ideas on what types of questions to ask. Joining the discussion is Brooks Friederich, Director of Fund Strategist Portfolios at Envestnet, and Alicia Nisberg, Product Manager for the Advisory Platform at Commonwealth Financial Network.

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