| | Executive Management | | | | | John Rekenthaler, CFA | Vice President, Research
Morningstar, Inc. |
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| | John Rekenthaler, CFA is vice president of research for Morningstar, Inc. In this role, he oversees Morningstar’s research methodologies and is involved in a variety of new development efforts. His recent projects in 2009 include the launches of the Morningstar Target-Date Fund Series Rating and Research Reports and the Morningstar Global Fund Investor Experience Survey. The former project consists of comprehensive reports on 20 of the largest U.S. target-date fund series, while the latter is a one-of-a-kind study that examines how mutual fund investors are treated in 16 countries across Europe, Asia, and North America.
Rekenthaler previously served as president of Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. During his tenure, Rekenthaler led the company’s retirement advice business, building it from a start-up operation to one of the largest independent advice and guidance providers in the retirement industry.
Rekenthaler joined Morningstar in 1988 and has served in several capacities. Prior to his position at Morningstar Associates, he was the firm’s director of research, where he helped to develop Morningstar’s quantitative methodologies, such as the Morningstar Rating™ for funds, the Morningstar Style Box™, and industry sector classifications. He also served as editor of Morningstar Mutual Funds™ and Morningstar FundInvestor™.
Rekenthaler holds a bachelor's degree in English from the University of Pennsylvania and a master's degree in business administration with high honors from the University of Chicago Graduate School of Business. He holds the Chartered Financial Analyst (CFA) designation, and he is a member of the Investment Analysts Society of Chicago. | | | | | |
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