Morningstar's style box has been a viable and powerful tool for investors to manage portfolio risk. Despite some recent claims to the contrary, style and capitalization often explain much of the performance differences in the market. The Morningstar style box and its corresponding indexes serve as useful tools for making asset allocation decisions, developing indexing strategies, conducting style analysis and understanding performance.

In this webinar, you'll learn:

• The genesis of the Morningstar style box
• How style as a tool helps manage portfolio risk
• How to build efficient portfolios with style
• The practical application of style based ETFs

Style Trends Change, But Style Endures

Style based investing is rooted in decades of research and application. Value and growth stocks present different risk/reward characteristics; indexes that best capture these attributes make better tools for implementing style strategies.

Don Phillips, Morningstar's Managing Director, discusses the genesis of the style box and how style as a tool has proven itself useful over an extended period of time and still has considerable utility.

Building Efficient Portfolios with Style

Morningstar Style Indexes offers a pure and precise exposure to the stock market while distinctly segmenting it by style and capitalization. The style purity of Morningstar Indexes facilitates efficient repositioning of a portfolio without creating undesirable redundancy.

Sanjay Arya, Director of Morningstar Indexes will discuss how Morningstar Indexes and Exchange Traded Funds linked to the indexes can serve as ideal tools for implementing a range of portfolio strategies.

From Concept to Implementation - Practical Application of Style Based ETFs

Style-based ETFs have been a part of the ETF landscape for some time, but their uses and application continue to evolve.  Style ETFs have evolved from primarily tactical utilization to more strategic allocation in investment portfolios.

Rob Nestor, Director of Product Management for iShares will host our webinar, and briefly discuss how advisors and institutional investors are refining the use of style ETFs in the core strategies of their portfolios.

Don Phillips | Bio Managing Director Morningstar, Inc.

Sanjay Arya | Bio Director of Morningstar Indexes Morningstar, Inc.

Robert Nestor | Bio Director of Product Management iShares