Please complete the CAPTCHA to continue
@morningstar.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Christopher Davis is listed as Head, U.S. Investment Fund Research @ ISS Market Intelligence at ISS | Institutional Shareholder Services, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Christopher Davis.
Christopher Davis previously worked as Head, U.S. Investment Fund Research, ISS Market Intelligence at Iss | Institutional Shareholder Services and Senior Investment Analyst at Morningstar. Christopher Davis holds Master Of Business Administration - Mba, Dat from Carleton University.
This section adds company-level context without repeating Christopher Davis's masked contact details.
AeroLeads found 1 current-domain work email signal for Christopher Davis. Compare company email patterns before reaching out.
I love creating and shaping great research that results in great outcomes for clients. I thrive in teams that prize excellence, curiosity, and collaboration, and I actively seek opportunities to foster environments that nurture these qualities. I am a passionate advocate for my ideas with a proven ability to covey them effectively in writing, in executive suites, and in the press. As head of U.S. fund research at ISS Market Intelligence, I partner with a team of analysts to provide insightful, timely, and actionable research on the U.S. asset management industry. Our mission is to develop insights that drive managers’ strategic decisions--a mission I have helped advance by establishing a robust competitive analysis and forecasting framework. By leveraging our team’s wealth of data and industry expertise, I identify opportunities for managers to grow. Responsible for recognizing and communicating key industry trends, I engage clients, media, and industry stakeholders through research reports, articles, webinars, meetings, and social media. With a 25-year career centered in investment due diligence, competitive intelligence, and market research, I possess a keen sense of which factors lead asset managers to thrive.
Listed skills include Mutual Funds, Investments, Investment Strategies, Finance, and 28 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Rockville, MD, US
Collaborate with managing directors to formulate firm’s research strategy. Identify long-term growth opportunities for asset manager clients based on analysis of trends in product development, pricing, and industry competitive dynamics. Motivate team to deliver high-quality, relevant insights through ongoing feedback and coaching.Build and apply long-term.
Chicago, IL, US
Evaluated and rated U.S. mutual funds and separately managed accounts with focus on quantitative, growth, and small/mid cap strategies. Led interviews with portfolio managers and analyzed portfolio, performance, attribution, and risk modelling using data from Morningstar Direct. Conducted on-site due diligence visits of asset managers. Authored research.
Chicago, IL, US
Provided due diligence and supplied written reports on Canadian equity, international equity, and multi-asset strategies, as well as ETFs, including smart beta funds. Led launch of qualitative ratings on approximately 40 ETFs and 12 target-risk series to Canadian market. Led thought leadership agenda. Authored research on fund flows, active and passive.
Chicago, IL, US
Managed five-member team responsible for assigning Morningstar Analyst Ratings to approximately 200 strategies. Oversaw team's ratings process, performance, compensation, recruiting, training, and workflow.Performed due diligence and delivered written reports on Canadian equity and fixed-income mutual funds. Authored white papers and articles on fees.
Chicago, IL, US
Quantitatively and qualitatively evaluated investment strategies using Morningstar Direct, interviews with portfolio managers, and shareholder reports. Recommended and defended qualitative ratings to senior committee members. Created institutional-level reports on target-date funds.Provided research and recommendations to 1,000-plus individual investors as.
Chicago, IL, US
Evaluated effectiveness of investment strategies based on interviews with portfolio managers, quantitative analysis using in-house databases, and shareholder reports. Met with firms' senior leadership during in-person due diligence visits to assess quality of firms' investment capabilities and corporate culture.Served as lead analyst for several major fund.
Chicago, IL, US
Managed relationships with major mutual fund complexes and consulted various regulatory documents to ensure timely and correct reporting of data. Used trend and variance reports to validate portfolio, performance, and operational data.Trained new analysts to understand and apply various calculation methodologies and data points. Addressed methodological.
Quick answers generated from the profile data available on this page.
Christopher Davis works for ISS | Institutional Shareholder Services.
Christopher Davis is listed as Head, U.S. Investment Fund Research @ ISS Market Intelligence at ISS | Institutional Shareholder Services.
AeroLeads has found 1 work email signal at @morningstar.com for Christopher Davis at ISS | Institutional Shareholder Services.
Christopher Davis is based in Greater Toronto Area, Canada, Canada while working with ISS | Institutional Shareholder Services.
Christopher Davis has worked for Iss | Institutional Shareholder Services and Morningstar.
You can use AeroLeads to view verified contact signals for Christopher Davis at ISS | Institutional Shareholder Services, including work email, phone, and LinkedIn data when available.
Christopher Davis holds Master Of Business Administration - Mba, Dat from Carleton University.
Christopher Davis is listed with skills including Mutual Funds, Investments, Investment Strategies, Finance, Financial Analysis, Analysis, Financial Modeling, and Research.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts