Measuring How Much an Adviser Helps You Achieve Your Goals

VIDEO: After alpha and beta, gamma can measure the value that professional advice adds to your investment returns

Holly Cook 24 May, 2013 | 7:00AM

See the full coverage of the Morningstar Investment Conference here.

Holly Cook: In the world of investing, we often talk about adding alpha or adding beta. But at the recent Morningstar Investment Conference, David Blanchett, Head of Retirement Research for Morningstar Investment Management, introduced the concept of adding Gamma. Here he is to explain a little bit more about what this concept involves. 

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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