Morningstar’s Rawson: Why strategic beta funds need extra due diligence
Because strategic beta investments aren’t purely passive, investors need to understand how they fit in the context of their portfolio, how they are designed and how they should be used, according to Morningstar fund analyst Michael Rawson.
Because strategic beta investments aren’t purely passive, investors need to understand how they fit in the context of their portfolio, how they are designed and how they should be used, according to Morningstar fund analyst Michael Rawson.
