Morningstar Advisor - October/November 2013 - (Page 3)

October/November 2013 Features Morningstar Conversation Spotlight: Fund Distribution Bolting Past the Traditional Gatekeeper As new platforms develop, investing is becoming more about the strategy than the fund vehicle in which it comes. 36 48 Piloting New Channels An industry weaned on the traditional sales pitch is being forced to adapt to new products, sophisticated investors, lower fees, and innovation. Undiscovered Manager 54 A Good Fit Well-regarded David Corkins kept a low profile after leaving Janus—until he made a play for like-minded Meridian Funds. Fund Distribution Has Been Turned on Its Head. Now What? Advisors struggle to define their role in the new model. 40 Winning the Distribution Battle The path to sales success: institutional excellence. 44 Active ETFs Wait for Their Heyday They offer investors low costs and transparency, but even after the ballyhooed launch of PIMCO Total Return, they remain a tiny part of the ETF universe. 46 A Fund Firm Defies Indexing Trend MFS thrives selling actively managed equity funds at a time when most firms are seeing outflows in those strategies. 3

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2013

Morningstar Advisor - October/November 2013
Letter From the Editor
How to Make Social Media Work for You
Do Mutual Funds Still Have a Role?
More Personal Than Finance
How to Handle Your TIPS Positions
A Real Estate Veteran Starts From Scratch
Investments á la Carte
Investment Briefs
When to Say No
Take a Guarded Approach to Homebuilders
Fund Distribution Has Been Turned on Its Head. Now What?
Winning the Distribution Battle
Active ETFs Wait for Their Heyday
A Fund Firm Defies Indexing Trend
Piloting New Channels
A Good Fit
The Predictive Power of Fair Value Estimates
Does Being Prudent Pay Off?
Utilizing Utilities’ Total Return
Stuck in the Middle Is Not a Bad Place to Be
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Good Guys Win

Morningstar Advisor - October/November 2013