Set Realistic Expectations for Multifactor Funds
There is a strong case for multifactor funds, but even the best can underperform for a decade.
Alex Bryan
Alex Bryan, CFA, is director of product management, equity indexes at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar’s Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.
Bryan holds a bachelor’s degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master’s degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.
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