June 18, 2026 | 9:30 AM - 10:20 AM

What Scares Manager Research Analysts?

Our panel of Morningstar manager research leaders share the red flags that make them pause, probe further, or rule out a fund entirely—and how advisors can use these practical insights to identify risks during the due diligence process.

  • Investing Trends
  • Breakout
  • Ratings
  • CE Credit

Speakers

Image of Andrew Daniels

Andrew Daniels

Morningstar

Director, Equity Strategies, US

Image of Elizabeth Foos

Elizabeth Foos

Morningstar

Associate Director, Multi-Asset & Alternative Strategies

Image of Eric Jacobson

Eric Jacobson

Morningstar

Senior Principal, Fixed Income Strategies, US

Image of Jeff Ptak

Jeff Ptak

Morningstar

Managing Director