Ben Johnson – Rating Funds & Rating Portfolios (EP.43)

//Ben Johnson – Rating Funds & Rating Portfolios (EP.43)
Dave Nadig and Steven Schoenfeld – Past, Present, and Future of the Industry (EP.19)..

Ben Johnson – Rating Funds & Rating Portfolios (EP.43)

2019-10-07T16:56:06-04:00By |

Ben Johnson, Director of Global Research at Morningstar joins Phil for a deep conversation about career and ETFs. They discuss:

  • After a false start in architecture, Ben discovered finance
  • Investing lessons from collecting baseball cards as kids
  • Morningstar’s ETF rating approach, including classifications
  • Persistence of top rated funds and predictive value of the ratings
  • How to rate portfolios of ETFs, and Morningstar’s new portfolio rating service
  • Ben defends market cap weighting, Phil makes the case that investors can do better
  • Morningstar’s conference and why the ETF and mutual fund conferences were merged
  • The outlook for non-transparent ETFs
  • The obstacle Ben had to overcome to move his career forward
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