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Discovering the Undiscovered: Hands-On Screening With Morningstar’s Quantitative Ratings
What the Fund Screener tool can do for you.
Josh Charney, CFA, is a manager for quantitative research, a unit of Morningstar, Inc. He primarily works on the Morningstar Quantitative Rating for managed products and MQR Analysis, which generates automated text for managed investments that have Quantitative Ratings. Prior to becoming manager, Charney was the methodology lead for MQR and spearheaded the methodology for MQR Analysis.
Before joining quantitative research in early 2020, Charney was an associate director for the capital markets group and a senior analyst on the outcomes-based team for Morningstar Investment Management. Prior to 2016, he was a manager research analyst and team lead in the alternative strategies group.
Charney joined Morningstar in 2010, after earning a bachelor's degree from Washington University in St. Louis. He holds the Chartered Financial Analyst® designation