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An Enterprise Wealth Podcast
Featured Episode
What is your investment philosophy?
There’s a major shift happening in finance that’s heading towards solutions-based investing and moving away from being solely product-focused. The importance of meeting each investor's unique needs with comprehensive solutions can’t be understated.
Lazard Asset Management’s Head of Financial Institutions Group, Jen Abate, sat down with Morningstar to discuss the future of investments, the status of intermediary business, and how a solutions-first approach is the foundation of good, long-term client relationships.
In this episode:
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Meet the Hosts
Julie Willoughby
Head of Global Sales
Julie serves Morningstar’s largest clients across the asset management, advisor, and alliances segments.
Ben Johnson, CFA
Head of Client Solutions, Asset Management
Ben leads client solutions for Morningstar’s asset management clients, after an impressive tenure in passive funds research.
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