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Alpha, Beta, and Now…Gamma David Blanchett, CFA, CFP® Head of Retirement Research Morningstar Investment Management Paul Kaplan, Ph.D., CFA Director of Research Morningstar Canada August 28, 2013 Morningstar Investment Management Page 2 of 27©2013 Morningstar. All rights reserved. This document includes proprietary material of Morningstar. Reproduction, transcription or other use, by any means, in whole or in part, without the prior written consent of Morningstar is prohibited. The Morningstar I...
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Distribution of Newly Issued Shares and Share Warrants by Issuer
share the financial burden of our customers by waiving the Thai Credit Guarantee Corporation (TCG) guarantee fee for four years under the “Portfolio 13 Guarantee Scheme” to lessen our customers’ business
or markets Trackers: low-cost investment Strategic Beta: beyond cap-weighting 20 Outlines 21 Global equity mutual fund flows from active to passive Share of passively-managed equities Source: EPFR
this customer group’s share of wallet devoted to KBank. We prioritized expansion of new potential customers who reside in strategic provinces across the country through the introduction of products and