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ETF Trends publisher/editor Tom Lydon spoke with Anthony Davidow, CIMA®, Vice President, 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.
This video is reprinted by permission from ETF Trends.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by clicking on Prospectus & Reports or call 877-824-5615. Please read the prospectus carefully before investing.
Past performance does not guarantee future performance
All investment strategies involve risk, including loss of principal.
Investment returns will fluctuate and are subject to market volatility, so that an investor's shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. ETF shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).
The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. (“Schwab”), Member SIPC. Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab's proprietary funds, and Charles Schwab & Co., Inc., the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation and are unaffiliated with Rolf Agather and FTSE Russell. Mr. Agather’s opinions are solely his own and may not necessarily reflect those of The Charles Schwab Corporation or its affiliates.
The views expressed are not intended to serve as investment advice or as a recommendation, offer, or solicitation of any specific investment or investment strategy. Opinions stated are subject to change without notice based on economic, market, and other conditions. Some of the statements in this document may be forward looking and contain certain risks and uncertainties.(1116-NN4D)