Jeff takes the pod solo as he talks to Bobby Blue, senior manager research analyst at Morningstar. Together they tackle liquid alternative funds, ETFs and mutual funds. They discuss what's driving the flows, the fees involved, and red flags to look for on these investments.
Related Article: It’s not too late to join the liquid alts party, Morningstar says
Guest Bio:
Bobby Blue is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar Inc. He covers multi-asset and alternative fund strategies, and writes frequently on topics in the space. Before assuming his current role in 2018, Blue was a senior data research analyst on the portfolio analytics and acquisition team at Morningstar, where he worked to develop new data points by incorporating derivatives into Morningstar analytics. He earned a bachelor's degree in business economics from the University of Cincinnati.
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