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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.

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

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.

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