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Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings for Morningstar.

More From Jason Kephart

The classic balanced portfolio wasn't slowed down by the worst quarter for U.S. core bonds this century.
Jason Kephart

Is the hype justified? In this paper, which builds upon our previous ETF Managed Portfolio landscapes, we aim to answer that and other frequently asked questions about model portfolios. We also outline industry trends and highlight our Morningstar Analyst Ratings for model portfolios.
Jason Kephart

A surprise retirement and our updated methodology lead to a shake-up of series with Morningstar Analyst Ratings of Gold.
Jason Kephart

How target-date shareholders fared in the coronavirus bear market and the trends shaping the future of investing for retirement.
Jason Kephart

More About Jason Kephart

Jason Kephart, CFA, is director of multi-asset ratings for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for Morningstar’s multi-asset ratings methodology and shares responsibility for research priorities. Kephart leads the firm’s global and North American multi-asset ratings committees. Kephart regularly contributes to Morningstar’s thought leadership on target-date strategies, 60/40 portfolios, model portfolios, and other multi-asset outcome-based products. He has been the lead analyst for multi-asset strategies from firms such as Vanguard, BlackRock, T. Rowe Price, and Dodge & Cox.

Before joining Morningstar in 2014, Kephart spent seven years as a journalist for InvestmentNews, Fund Action, and SmartMoney, reporting primarily on the mutual fund and exchange-traded fund industries.

Kephart holds a bachelor’s degree in English from Florida State University. He also holds the Chartered Financial Analyst® designation.

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