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| Investment Topics |
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| 401(k) Advice/Managed Accounts | Tom Idzorek, CFA
President,
Investment Management Division | | |
Brock Johnson
President, Retirement Solutions,
Investment Management Division |
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| Asset Flows | Michael Rawson
Fund Analyst, Passive Funds Research |
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| Economics | Francisco Torralba
Economist,
Investment Management Division | | |
Robert Johnson, CFA
Director of Economic Analysis |
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| Expenses | Russel Kinnel
Director of Mutual Fund Research |
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| Historical Performance | Paul Kaplan, Ph.D., CFA
Director of Research,
Morningstar Canada | | |
Tom Idzorek, CFA
President,
Investment Management Division |
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| Index Investing | Ben Johnson
Director, Passive Funds Research, North America
Director, Global ETF Research |
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| International Investing | Bill Rocco
Senior Fund Analyst, Active Funds Research | | |
Gregg Wolper
Senior Fund Analyst, Active Funds Research |
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Lifecycle/
Target-Date Construction Methodology | Tom Idzorek, CFA
President,
Investment Management Division | | |
Jeremy Stempien
Director of Investments,
Investment Management Division |
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Lifecycle/
Target-Date
Funds | Josh Charlson
Strategist, Fund-of-Funds Research |
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| Long/Short Funds | Nadia Papagiannis
Director of Alternative Funds Research |
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Market
Trends–UK | Holly Cook
Online Editor,
Morningstar UK |
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Market
Trends–U.S. | Heather Brilliant, CFA
Global Director of Equity and Credit Research
Chief Equities Strategist | | |
Matt Coffina, CFA
Editor, Morningstar StockInvestor |
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| REITs | Todd Lukasik
Senior Equity Analyst |
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| Socially Responsible Investing | David Kathman
Senior Fund Analyst, Active Funds Research | | |
Jon Hale
Co-Head, Investment Advisory,
Investment Management Division |
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Survivorship
Bias | Russel Kinnel
Director of Mutual Fund Research |
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| Tax-Efficient Investing | Christine Benz
Director of Personal Finance | | |
David Blanchett, CFA
Head of Retirement Research,
Investment Management Division |
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