Morningstar Thought Leadership On Uncovering Alpha And Solutions-Based Investing

Multi-Asset Solutions The Hot Trend With Advisors

Grant Kennaway, Global Practice Leader of Manager Research, Morningstar, sits down with Julie Cooling, Founder & CEO, RIA Channel, LLC to discuss trends in various asset class flows in the ETF and mutual fund business. Kennaway points to solutions-based or goal-based solutions as one popular area with advisors, as well as low cost, passive ETFs in general. Inefficient markets, such as in areas of Asia and India, still thrive from active portfolio management. The big question right now with advisors is where can they uncover alpha. ¬†Morningstar’s “Mind the Gap” studies present thought leadership¬†to help advisors do just that.

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