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Scott Burns

Scott Burns is head of asset management solutions for Morningstar. He leads Morningstar’s global business strategy and solution development for its asset management and buy-side clients.

Burns assumed his current role in 2015. He joined Morningstar in 2004 as a senior equity analyst and served as an associate director of equity research. In 2008, he was tapped to establish Morningstar’s ETF research team, and his management responsibilities grew to include oversight of closed-end and alternative fund research. In 2012, he was promoted to director of fund research for North America and became global director of manager research in 2013.

Before joining Morningstar, Burns held positions at Bank One and Banc of America Securities, as part of the Leveraged Finance group.

Burns holds a bachelor’s degree in finance from the University of Illinois and a master’s degree in business administration from the University of Chicago Booth School of Business.


Multi-alternatives and merger arbitrage ETFs are gaining adoption as advisors look to limit downside risk and address a challenging fixed-income environment, says IndexIQ's Adam Patti.

A 'price matters' discipline combined with a momentum process can help investors avoid catching falling knives in a down market or leaving money on the table in an up market, says RiverFront Investment Group chairman and CIO Michael Jones.

BlackRock iShares global head of investment strategy Russ Koesterich sees some parallels between the U.S. and the Roman Empire, but says our problems are fixable.

Other countries that have stepped back from deficit brinks have faced pressure from the bond market, experienced a change of government, and delivered a mandate to truly deal with fiscal issues, says iShares BlackRock global chief investment strategist Russ Koesterich.

The real mortgage rate--the nominal mortgage rate minus the rate of appreciation or depreciation in homes--is one of the most important housing statistics to watch, and it recently went negative again, says Schwab's Liz Ann Sonders.

Research Affiliates' Rob Arnott thinks it is unlikely Apple deserves it's place as the largest market-capitalization company in the country and that investors shouldn't expect outsized returns.

Morningstar ETF analyst Tim Strauts explains the strategy behind the PowerShares Senior Loan Portfolio ETF and what potential bank-loan investors should consider before jumping aboard.

An uptick in demand from the institutional community has had a lot to do with increased trading volume and assets in ETFs, says State Street's Tony Rochte.

PIMCO director of ETF product management Don Suskind on how to use the shop's new MINT ETF, plus insights into the firm's strategies in active and index offerings.

SSgA head of investments Dan Farley says traditional portfolio management should be expanded to also account for crisis situations, currency issues, as well as liquidity risks.

Schwab's Michael Iachini says investors should dig deeper to truly understand a fund's liquidity, plus offers tips for investing in commodity and China ETFs.

Scott Burns digs into PowerShares' yield-focused ETFs--including the Build America Bond and Fundamental High Yield funds--with firm senior vice president Ed McRedmond.

Though they've traditionally traded at a discount to developed markets, emerging markets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.

Rick Ferri's forthcoming book argue that the more actively managed funds you put in a portfolio, the lower the probability that the portfolio will outperform a portfolio of index funds.

Director of ETF research Scott Burns recaps another ugly day in the market, year-to-date performance trends, and how quality names are holding up.

ETFs have advantages, but investors must consider trading strategies before jumping in, say Morningstar's Scott Burns and Paul Justice.