Bryan Armour: Is Index Investing’s Superpower Unstoppable?

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 19 March 2024

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

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Summary

A Morningstar researcher discusses rising passive share, bitcoin ETFs, and the future of active management.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:33.3	Hi, and welcome to the Longview.
0:35.0	I'm Dan Lefkowitz, strategist for Morningstar Indexes.
0:38.0	And I'm Christine Ben's director of personal finance and retirement planning for Morning Star.
0:42.6	Our guest this week is our colleague, Brian Armour, who is Director of Passive Investment Strategies
0:47.7	Research, North America for Morning Star Research Services. Brian is also editor of the ETF investor
0:53.3	newsletter. Before joining Morningstar in 2020,
0:56.7	Brian spent seven years working for FINRA, the Financial Industry Regulatory Authority,
1:01.0	conducting trade surveillance and investigations, specializing and exchanged traded funds.
1:05.9	Prior to FINRA, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile Exchange.
1:12.1	Brian holds a BA in economics from the University of Illinois and the chartered financial analyst
1:16.6	designation. Before we begin the discussion, I should say that I'm part of Morningstar's index group
1:22.2	and we license to ETF providers, but we will not be discussing any investable products
1:26.7	tracking a Morning Star Index today.
1:28.7	In fact, Brian's team doesn't cover them. Brian, thanks so much for joining us in the Longview.
1:33.6	Thank you both for having me. Absolutely. Well, we wanted to start off with a major milestone
	...

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