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Webinar: Incorporating Risk-Based ETF Strategies in Client Portfolios

Replay now available.

Ling-Wei Hew, 08/04/2014

Join Morningstar's ETF managed portfolios analyst Ling-Wei Hew for a discussion of risk-based ETF strategies and a summary of key 2014 trends.

In this webinar, we addressed several topics including the benefits of allocating client assets based on risk, how to incorporate risk-based ETF managed portfolio strategies within a portfolio, and the implications of the current and future risk environment.

Joining the discussion was Lucas Turton, chief investment officer at Windham Capital Management, and Will McGough, vice president of portfolio management at Stadion Money Management.

A replay for this event is available. Click to Watch Now

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Ling-Wei Hew is an analyst on the passive funds research team for Morningstar. In this role, she is responsible for researching and providing commentary on ETF managed portfolios.

Hew holds a bachelor’s degree in economics from Wellesley College. She also holds the Chartered Financial Analyst® designation. 

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