An Introduction to Morningstar’s Enhanced Analyst Rating

Tuesday, July 16, 10 AM CST

Learn more about Morningstar’s enhanced Analyst Rating for Funds during a live, one-hour webinar led by Jeffrey Ptak, Morningstar’s head of global manager research, and Timothy Strauts, Morningstar’s director of quantitative research.

The Analyst Rating is Morningstar’s forward-looking, analyst-driven ratings system that takes the form of Gold, Silver, Bronze, Neutral, and Negative. This webinar will walk through how Morningstar is changing the framework analysts use to arrive at their assessments. These enhancements will make the rating easier to understand by investors, more relevant to the decisions they make, and more effective in helping them achieve better outcomes.   

Presenters will cover:

  • An overview of the enhanced Morningstar Analyst Rating and Quantitative Rating
  • How these enhancements will help you better serve your clients
  • A roadmap of next steps and timing 
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