Alex Bryan

More From Alex Bryan

Few Good Alternatives

Liquid alternatives can diversify risk, but most do little to improve traditional portfolios.

Alex Bryan Jul 31, 2019

Should You Bother Investing Abroad?

Alex Bryan Jul 31, 2019

The Most Popular Small-Cap Index Isn’t the Best

Small-cap index investing works, just don't do it with the Russell 2000.

Alex Bryan Jul 12, 2019

Quality and Value Without the Side Sector Bets

Quality and value investment strategies often introduce ancillary sector bets, but it is probably prudent to constrain them.

Alex Bryan Jul 10, 2019

A Potent Value and Momentum ETF Worth Considering

This strategy aggressively pursues value and momentum stocks, while attempting to cut downside risk.

Alex Bryan Jun 21, 2019

Trend-Following Can Cut Risk

Bad performance tends to cluster.

Alex Bryan Jun 19, 2019

Valuations Aren't Great for Timing Investments

There are other variables at work.

Alex Bryan May 24, 2019

Portfolio Concentration Has Little Sway on Returns

A recent Morningstar study found that high-conviction managers haven't outperformed their better-diversified counterparts.

Alex Bryan May 22, 2019

Tips for Managing Portfolio Risk

Alex Bryan May 17, 2019

IShares Edge MSCI USA Momentum Focuses on Performance

Alex Bryan May 16, 2019

Do Concentrated Funds Outperform?

Alex Bryan May 8, 2019

A Momentum and Low-Volatility Switching Strategy

Changes in market volatility may be helpful for timing exposure to momentum and low-volatility funds.

Alex Bryan Apr 26, 2019

Two Strategies That Might Work for Tactical Allocation

It's hard to succeed with tactical bets, but simple momentum and contrarian strategies show some promise for tactical allocation.

Alex Bryan Apr 24, 2019

An Upgrade for This Cost-Conscious, Conservative Bond Fund

Silver-rated Fidelity U.S. Bond Index's tilt toward high-credit-quality issuers provides good downside protection.

Alex Bryan Apr 11, 2019

Find the Value in ETF Value Investing

Alex Bryan Apr 10, 2019

Momentum for Asset Allocation

This ETF uses offensive and defensive momentum signals for tactical asset allocation.

Alex Bryan Mar 29, 2019

Build a Strong Foundation for Long-Term Investment Success

Set an appropriate asset allocation, build it with strong core funds, and stick with them for the long haul.

Alex Bryan Mar 27, 2019

Despite Its Strengths, This Buyback Strategy May Disappoint

While share buybacks have a lot going for them, they aren't necessarily predictive of future performance.

Alex Bryan Mar 1, 2019

Quick Thinking Leads to Bad Behavior

Key takeaways from Daniel Kahneman's book, "Thinking Fast and Slow."

Alex Bryan Feb 27, 2019

A Low-Cost ETF With a Focus on Strong Businesses

Alex Bryan Feb 14, 2019

A Closer Look at Vanguard's Active Factor ETFs

These factor strategies aren't groundbreaking, but they offer some incremental advantages over their peers.

Alex Bryan Feb 1, 2019

No Shortcuts to Investment Success

It's hard to beat the market, but that's not necessary for investment success.

Alex Bryan Jan 30, 2019

Build a Strong Foundation With These Core Funds

Alex Bryan Jan 23, 2019

This Quality ETF Has Gotten Better

Invesco S&P 500 Quality ETF should shine in tough market environments.

Alex Bryan Jan 4, 2019

The Jury Is Still Out on Factor Timing

There's some evidence that factor timing might yield a small benefit, but it's far from conclusive.

Alex Bryan Jan 2, 2019

Don't Put Beating the Market Atop Your To-Do List

Alex Bryan Dec 13, 2018

More About Alex Bryan

Alex Bryan, CFA, is director of product management for equity indexes at Morningstar.

Before assuming his current role in 2016, Bryan spent four years as a manager analyst covering equity strategies. Previously, he was a project manager and senior data analyst in Morningstar's data department. He joined Morningstar in 2008 as an inside sales consultant for Morningstar Office.

Bryan holds a bachelor's degree in economics and finance from Washington University in St. Louis, where he graduated magna cum laude, and a master's degree in business administration, with high honors, from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation. In 2016, Bryan was named a Rising Star at the 23rd Annual Mutual Fund Industry Awards.