2:15–3:15 p.m.

Alpha, Beta, and Now . . . Gamma

204 │ Level 2

Head of Retirement Research
Morningstar Investment Management LLC

  • Achieving a goal generally requires guidance and advice beyond building great portfolios (i.e., beta) and selecting investments that outperform their peers (i.e., alpha)
  • Certain financial planning strategies can better help investors achieve retirement success
  • Gamma is a new metric to quantify the benefit of goals-based financial planning

Ben Steverman, Moderator

Equity Investments Track