8 Upgrades, 6 Downgrades in May
Overall, we published 161 ratings and rated nine new strategies.
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.