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How Strategic Beta Can Factor Into a Diversified Portfolio

Combining strategic-beta approaches with each other, or with traditional cap-weighted holdings, can offer diversification benefits, though these strategies require long-term commitments, says Russell's David Koenig.

Ben Johnson: Hi I'm Ben Johnson with Morningstar. Strategic beta has been a hot topic in the asset management industry over the course of the past year, and while the category has continued, to grow the need for education is growing commensurately with it. To that effect today I am happy to be joined by David Koenig. David is an investment strategist with Russell Indexes and has done a ton of terrific research aimed at helping investors define good from bad in the realm of strategic beta.

David, thanks for joining me.