Skip to Content
US Videos

Why Is the Success Rate of Strategic Beta Falling?

Given the active bent of strategic beta ETFs, Morningstar's Ben Johnson says it is unsurprising that some are having trouble keeping up with more vanilla benchmarks.

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. As strategic beta ETFs have proliferated in recent years, Morningstar's research team has been stepping up its scrutiny. Joining me to share some recent research on the topic of strategic beta ETFs is Ben Johnson, he is director of global ETF research for Morningstar, and Alex Bryan, he is director of passive strategies research for Morningstar in North America.

Ben and Alex, thank you so much for being here.