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When Does It Make Sense to Use a Strategic Beta Fund?

Investors may consider four levers in allocating their portfolios between traditional index, actively managed, and new strategic beta funds, says Schwab's Tony Davidow.

Mike Rawson: Hi, I'm Mike Rawson with Morningstar. I'm here at the Morningstar ETF Conference. I'm joined by Tony Davidow. Tony is the alternative beta and asset-allocation strategist with Schwab Center for Financial Research.

Tony, thanks for joining me.