Morningstar Target Value and Momentum Indexes
Bold factor tilts and quality portfolio construction make these indexes effective tools for value and momentum investors.
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.
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