Morningstar Advisor - December 2013/January 2014 - (Page 6)

Contributors MorningstarAdvisor Stuart Bradford Editor-in-Chief Jerry Kerns Associate Editor Rob Wherry The job of an emerging-markets mutual fund manager is a constant journey in search of the next great stock. That's the mental image Stuart Bradford had when he set about doing the illustrations for this issue. "The challenge of these illustrations was to communicate the main theme of emerging markets- a 'wild frontier'-while using ideas of the city and travel," he says. "Elements like binoculars, a pontoon plane, and butterfly net continue the idea of an expedition and tell the story of a search." Bradford lives in the San Francisco Bay area. His work has appeared in Scientific American, The New York Times, and Fortune. Editor-at-Large Don Phillips Contributing Editors Dan Culloton, Haywood Kelly Contributors Basili Alukos, Christine Benz, David Blanchett, Greg Carlson, Ben Johnson, Russel Kinnel, Kevin McDevitt, Marta Norton, Steven Pikelny, Carl Richards, Kate Stalter, Dan Wood Data Editor Alina Tarlea Art Director Alexander Skoirchet Illustrator Stuart Bradford Photographer K.C. Alfred Publisher Leslie Marshall Director of Advertising Sales Mary Uribe Regional Sales Directors Dan Atkinson, Tony Lignelli, Kristina Niemi, Stuart Roge Morningstar, Inc. Chairman and CEO Joe Mansueto Patricia Oey Managing Director, Design David Williams Patricia Oey, a senior fund analyst on Morningstar's passive funds research team, has had a front row seat to the emergence of "smart beta" strategies, one of the hottest topics in the investing world. She's particularly interested in how these strategies are providing new types of access to emerging markets. "There is a lot of growth in emerging markets, but the challenge is how investors can capitalize on these trends. Are these new passively managed strategies good options?'" Oey answered those questions from two perspectives this issue. She penned "Factor Investing in Emerging Markets" (Page 46), where she lays out her top picks that employ factor investing strategies. "It has been interesting to see how these strategies are performing in the current weak market environment," she says. "If we were in a bull market like 10 years ago, we may not have stopped to think how these strategies may work through a full market cycle." In "Following the Rules" (Page 48), she looks at how an index methodology can lead to drastic changes in portfolio construction. Director, Corporate Marketing Kristin Mateja How to Reach Morningstar Advisor Subscriber Services and Circulation magazine_custserv@morningstar.com Editorial and Letters to the Editor magazine_editor@morningstar.com Advertising magazine_adrates@morningstar.com Rate card available at http://advisor.morningstar.com/products/advisormagazine.asp Reprints and Licensing magazine_licensing@morningstar.com How to Reach Morningstar Customer Service +1 312 384-4000 Advisor Product Sales +1 877 586-5405 Data Questions +1 312 696-6600 Morningstar Advisor is published bimonthly by Morningstar, Inc., 22 W. Washington St., Chicago, IL 60602. An annual subscription for delivery in the U.S. is $60. All exhibit data in this magazine is provided by Morningstar and Ibbotson Associates unless otherwise noted. © 2014 Morningstar. All Rights Reserved. The information contained herein: (1) is intended solely for informational purposes; (2) is proprietary to Morningstar and/or its content providers; (3) may not be copied or distributed; (4) is not warranted to be accurate, complete, or timely; and (5) does not constitute investment advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. "Morningstar" and the Morningstar logo are registered marks of Morningstar, Inc. Disclosure: Morningstar licenses its indexes to certain providers, including BlackRock Institutional Trust Company, N.A., First Trust, and Deutsche Bank, for use in exchange-traded funds and exchange-traded notes. These ETFs and ETNs are not sponsored, endorsed, issued, or sold by Morningstar. Morningstar does not make any representation regarding the advisability of investing in ETFs and ETNs that are based on Morningstar indexes. 1654929 6 Morningstar Advisor December/January 2014 http://advisor.morningstar.com/products/advisormagazine.asp

Table of Contents for the Digital Edition of Morningstar Advisor - December 2013/January 2014

Morningstar Advisor - December 2013/January 2014
Contents
Contributors
Letter From the Editor
What’s Your Purpose?
Working for Gen Y
How to Allocate College Savings
Mobius Looks to a New Frontier
Investments á la Carte
Investment Briefs
How to Manage Bonds for Today and Tomorrow
Cloud Is the New Engine of Growth
Knowing Where to Look
Economic Vulnerability Varies by Country
Factor Investing in Emerging Markets
Following the Rules
Exploring Indexing’s Next Frontiers
Frequent Fliers
Family Blind Spots
Optimal Portfolios for the Long Run
Finding Value in a Pricey Sector
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Emerging-Markets Roller Coaster

Morningstar Advisor - December 2013/January 2014

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