October/November 2017 Strategies Research 48 Hello CATY 52 When to Use Charitable Remainder Trusts 54 Investing Over the Lifecycle, Part I 58 Equity: Market Underestimates Nuclear's ESG Benefits Credit: Fannie and Freddie's Risk Transfers Tax Wise Quant U Investment Research 64 Best Ideas 66 68 70 Manager: Contrarian and Concentrated Passive: Value Giants Equity: Driving Forward Investors Morningstar Conversation 72 The State of Small Caps 78 Consistency and Continuity 82 Castles in the Sky Sector Snapshot: Technology Undiscovered Manager Sector Rap 85 User Profile 86 Investing in Youth Data Dashboard 94 Morningstar Global Market Barometer Morningstar Global Valuation Lens Morningstar Global Fund Flows 96 Ten Questions 88 90 4