About the Editor
Alex Bryan, CFA, is director of passive strategies for North America at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar's Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor's degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master's degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.


Investment Strategy
Morningstar ETFInvestor scans the globe for value and improving fundamentals across virtually all asset classes. Editor Alex Bryan draws upon academic and practitioner research — including Morningstar's sizeable bench of stock, bond and fund analysts — to find reliable drivers of outperformance.

Morningstar ETFInvestor features four model portfolios.

The Basic Portfolio harnesses the market's collective wisdom with ultra-low-cost funds and is the baseline portfolio against which the three other portfolios will be compared.

The Defensive Portfolio aims to provide lower volatility, better downside protection, and better risk-adjusted performance than the basic portfolio over the long-term.

The Factor Portfolio is designed to earn higher returns than the basic portfolio over the long-term.

The Income Portfolio attempts to earn a higher distribution yield than the basic portfolio, without taking a lot more risk.

 
About Editor Editor's Photo
Alex Bryan, CFA,
Director of Passive Strategies for North America and Editor
Alex Bryan, CFA, is director of passive strategies for North America at Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies.Previously, he was a project manager and senior data analyst in Morningstar's Data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.
Featured Posts
New Issue: ESG Investing

The PDF version of the May issue of ETFInvestor is now available for download.

If the link above doesn’t work, you can download this month's issue by copying this address into your browser: http://etf.morningstar.com/Newsletter.aspx?download=currentIssue

Few investment topics are as polarizing as ESG investing. Often discussions about environmental, social and governance (ESG) issues affecting business devolve into political debates that have little to do with investing. However, investors of all stripes should pay attention to these risks and opportunities, which will likely become more important over time, as companies face greater scrutiny from consumers, investors, and governments alike over their ESG practices.   

This month's issue attempts to provide an objective assessment of ESG investing and offers guidance for navigating the growing landscape of ESG ETFs. It also introduces a new ESG model portfolio, which will be included in the standing rotation going forward.   

Here, you’ll find content about:     

  • How ESG risks can affect business and the impact of ESG screens on performance 
  • The new ESG model portfolio
  • Navigating the ESG landscape
  • Areas where investors can find common ground about ESG 
  • iShares ESG MSCI USA Leaders ETF SUSL and iShares ESG U.S. Aggregate Bond ETF EAGG 

Best,

Alex 

 

Most Popular ETFs
ETF Name
YTD Rtn %
3 Yr Rtn %
Trading Vol.
NASDAQ 100 Trust Shares
-10.76
1.45
125,000,944
SPDRs
-3.64
2.68
87,466,496
Semiconductor HOLDRs
-6.23
-11.66
26,838,700
iShares MSCI Japan Index
-6.59
7.18
17,256,500
iShares Russell 2000 Index
-7.46
6.43
16,210,700
Energy Select Sector SPDR
15.88
15.50
14,900,000
Financial Select Sector SPDR
-8.42
2.61
11,612,800
DIAMONDS Trust, Series 1
-3.75
2.21
7,350,600
Utilities Select Sector SPDR
6.84
6.82
3,848,200
Materials Select Sector SPDR
-4.31
8.50
2,179,300
 
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