Blurring the lines between active and passive investment management

Strategic beta ETFs feature elements of both approaches.

Michael Keaveney 10 March, 2015 | 5:00PM

Note: This article is part of Morningstar's March 2015 ETF Investing Week special report.

Even a casual investor doesn't have to wait too long before encountering one of the financial industry's great debates: Active vs passive investing. Proponents of both are in great supply, and it sometimes feels less like a debate than concurrent monologues. There's an element of fervour as well, so woe to those who wander into one of the camps unaware of the occupying tribe's beliefs!

I won't attempt to reconcile those two solitudes today. Instead, I'll draw the attention of retail investors to a space where the lines between active and passive investment approaches are blurred. Morningstar calls that space strategic beta, and it's a growing part of the Canadian ETF landscape.

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Michael Keaveney

Michael Keaveney  Michael Keaveney, CFA, is Director, Investment Management at Morningstar Associates, Inc.

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