Screening for Success with the Morningstar Quantitative Rating

On Demand

We’ve expanded our fund ratings system with the Morningstar Quantitative RatingTM, which uses a machine-learning model to rate funds outside the Morningstar Analyst RatingTM coverage. Join Morningstar's Quantitative and Research teams to learn how to use our latest rating to enhance your fund selection process.

In this webinar:

Understand the similarities and differences between the Morningstar Quantitative Rating and the Morningstar Analyst Rating
See how to use the Morningstar Quantitative Rating to screen for funds
Test the accuracy of the Morningstar Quantitative Rating by looking at how our assessments have measured up since the official launch in 2017

Lee Davidson, CFA

Senior Director, Head of Quantitative Research

Morningstar

Wing Chan

Director of Manager Research, EMEA & Asia

Morningstar

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