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26 June 2024 | 1:10 PM - 2:00 PM

How Morningstar Evaluates Managers

An overview of how Morningstar's Medalist Ratings work and how those ratings have performed, as well as a detailed look at how Morningstar's manager-research analysts evaluate the people, process, and parent pillars that are the basis for the Medalist Ratings they assign.

Speakers

Analyst, Equity Strategies, Manager Research

David Carey

Analyst, Equity Strategies, Manager Research
Morningstar Research Services LLC
Senior Analyst

Mike Mulach

Senior Analyst
Morningstar Research Services, LLC
Chief Ratings Officer

Jeffrey Ptak

Chief Ratings Officer
Morningstar Research Services LLC