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An Inside Look at Morningstar’s New Analyst Rating for Funds

Tuesday, September 25, 2012
2:00 pm - 3:00 pm
Forum Webinar Series

Overview

This webinar will feature a discussion with Laura Lutton, chair of the Fund Research editorial committee at Morningstar.  She will provide an inside look at Morningstar’s new analyst ratings for funds.  In contrast to the backward-looking star ratings, the analyst ratings use qualitative measures to provide forward-looking fund ratings.

The event will be broadcast live from 2:00 to 3:00 Eastern time on Tuesday, September 25.

To receive member pricing, login to the site before clicking register.  If you need assistance, call the Forum at (202) 507-4488

Speakers

Laura Lutton

Laura Lutton

Chair, Fund Research Editorial Committee

Morningstar

Laura Lutton is an editorial director for Morningstar's Fund Research group. She heads a team of analysts who oversee the Morningstar Stewardship Grades for funds, which evaluate individual mutual funds in five areas, including corporate culture, fund board independence, and regulatory compliance. She also serves as editor of the Stewardship Grades. In 2003, she authored and led the successful Morningstar online seminar, "5-Step Success Plan for Women Investors."

Lutton joined Morningstar's fund analyst team in 2001. Before joining Morningstar as an equity analyst in 1999, she was the Chicago bureau chief for American Banker, a daily newspaper for the financial services industry.

Lutton holds a bachelor's degree in government and international studies from Colby College and a master's degree from Northwestern University's Medill School of Journalism.

Program Info

Registration

This event is open to all mutual fund industry professionals. To register for this event online, please click on the "Register" button and complete the required information.  You may also register by contacting the Forum directly at 202.507.4488.

Webinar Fees

Forum Members: Free
Please note that Forum members will need to login to their account on this site in order to receive member pricing when registering online.

Non-Members $100

Materials

Webinar Archive - An Inside Look at Morningstar’s New Analyst Rating for Funds

This webinar features a conversation with Laura Lutton, chair of the Fund Research editorial committee at Morningstar. She provides an inside look at Morningstar’s new analyst ratings for funds. In contrast to the backward-looking… read more

  • September 25, 2012
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