Jul 24, 2019
Morningstar is one of the best-known research organizations in the financial services industry. They're a company you probably interact with every week in some shape or fashion, whether you're checking out ratings of a fund or digging deeper into analysis using one of their platforms.
We’re joined by Jeff Ptak, Global Director of Manager Research at Morningstar, to discuss insights around manager research that may help you improve your research and portfolio construction process.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/inside-the-research-of-morningstar/.