Understanding Smart Beta Strategies as ETF Industry Evolves

ETF Trends publisher/editor Tom Lydon spoke with Tony Davidow (Alternative Beta and Asset Allocation Strategist, Schwab Center for Financial Research) and Rolf Agather (Managing Director of North America Research, FTSE Russell) at the Morningstar ETF Conference in Chicago that ran Sept. 7-9, 2016.

Davidow and Agather talked about smart beta ETF strategies and the need for education as the ETF space continues to grow.

Meanwhile, Charles Schwab has produced the follow papers (click to download):

Millennials and ETFs – A Love Story