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By Morningstar.com | 09-10-17 | 05:00 AM | Email Article

Since our first ETF Conference in 2010, the exchange-traded fund industry has continued to grow and evolve. ETFs are attracting an ever-larger share of assets as investors seek low-cost, passive investments, and a slew of new products has expanded the space from plain-vanilla equity index funds into more exotic products. But how can investors navigate this increasingly complex landscape to build better portfolios and position themselves in today's market?

Morningstar.com offers coverage of 950 stocks, 1,150 mutual funds, and 300 ETFs, plus market news, economic analysis, portfolio-planning insights, and investment commentary.

This year's conference, Sept. 6- Sept. 8 in Chicago, will shed some light on ETF investors' best practices today, including panel discussions about the rise of strategic-beta funds, how to best invest in fixed income using ETFs, and using ETFs in retirement. 

For those who can't attend the event, Morningstar.com offers on-the-spot coverage and commentary, including video interviews with the presenters.

Check back here for our full coverage over the next week. 

Davis: Economy Experiencing Disruption, not Stagnation
The changing nature of work and the advancement of technology are the most important factors driving the economy, says Vanguard's Joe Davis.

The Dangers of Trend Chasing--and What to Avoid Today 
When it comes to factor- or style-based investing, valuations matter.

BlackRock: Factors With Economic Rationale Should Endure
Andrew Ang, head of factor strategies at BlackRock, says factors like value which are rooted in market structure and behavior bias will be there for decades to come.

Lazzara: Indexing Can Capture Small-Cap Premiums
Small caps won't always outperform but small-cap index investing is something investors should consider, says Craig Lazzara of S&P Dow Jones Indices.

Is Value Investing Broken?
A trio of investors at the Morningstar ETF Conference debate the future of value investing, the most effective metrics to use, and where a value approach works best.

Why Vanguard Is Pushing Stewardship
Glenn Booraem of Vanguard says the firm believes companies that are governed well will perform better, and it is now communicating its process and outcomes more broadly.

Passive Investing Isn't Passive Ownership
Index managers are increasingly engaging with corporations on environmental-, social-, and governance-related issues.

6 Questions About Low-Vol Investing
Specialists discuss what low-volatility strategies can and can't contribute to a portfolio.

Burning Questions for International Investors
Experts discuss optimal foreign-stock allocations, hedging currency exposure, and whether foreign stocks are cheaper than U.S. today.

Why Active Bond Managers Are Succeeding
Noneconomic market participants, constantly changing index, and more have helped active fixed-income managers beat their passive peers, says PIMCO's Jamil Baz.

A 'Tasks Not Jobs' Focus Amid Automation Anxiety
Joe Davis of Vanguard says technology will cause a period of disruption, but most jobs won't be automated away.

Why Multifactor Strategies Trump Individual Factors
Kal Ghayur of Goldman Sachs Asset Management explains the benefits and construction methods of multifactor funds.

Vanguard: Pairing U.S., Non-U.S. Stocks 'Makes Sense'
Fran Kinniry says holding stocks outside the U.S. helps investors reduce volatility as well as mitigate regret.

Hedge Your Currency Risk When Investing Abroad
WisdomTree's director of research, Jeremy Schwartz, says investors should hedge out at least part of their foreign currency risk.

 

At BlackRock, Stewardship Means Dialogue Not Micromanaging
Michelle Edkins says her team at BlackRock works to build relationships with companies on behalf of investors.

Why Low-Volatility Investing Works
Raman Subramanian of MSCI says a low-vol strategy lets investors keep their asset allocation but lessen their risk with returns that are similar to the market.

Which ETF Strategies Are Poised to Outperform?
Chris Brightman of Research Affiliates says low-volatility funds look pricey today, while international stocks are more attractive.

Why Fear Is an Investor's Worst Enemy
Managing emotions during decision-making is important, as risk aversion can cost investors.

Thaler: How We Can Make Better Financial Decisions
Investors often 'misbehave' despite the theory of 'rational actors.'

 

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