:quality(80)/s3.amazonaws.com/arc-authors/morningstar/e1746d1f-b066-4c24-a3bb-b037eb26aeac.jpg)
8 Upgrades, 6 Downgrades in May
Overall, we published 161 ratings and rated nine new strategies.
:quality(80)/d10o6nnig0wrdw.cloudfront.net/11-17-2021/t_3f419ceeaf6f47e684baafe5fa337a39_name_190509_yanmm_430thumb.jpg)
:quality(80)/d10o6nnig0wrdw.cloudfront.net/11-26-2021/t_071078a6d55341c78884c6c92e0143d2_name_181218_yanmm_430thumb.jpg)
Shannon Yan is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers equity strategies.
Prior to her current role, Yan worked as a data analyst on the commodities and energy team and was also a product consultant for Morningstar Office, the firm’s platform for independent financial advisors. She joined Morningstar in 2014.
Yan holds a bachelor’s degree in economics and finance from Washington University in St. Louis. She is a Level II candidate in the Chartered Financial Analyst® program.