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.