Christopher Davis Email & Phone Number

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 asset and revenue growth forecasting model across asset classes and product types. Established framework evaluating market segments through analysis of product cycles, drivers of supply and demand, market forecasts, demographics, and household wealth. Led research in critical thought leadership areas, including market sizing, product development, intermediary distribution, asset manager profitability, and ESG.Provide strategic recommendations to senior business leaders and partner with sales and marketing teams to communicate research insights to internal stakeholders, clients, and prospects in both the U.S. and Canada.

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 reports, articles, and white papers. Justified ratings and research to senior committee members as well as institutional clients. Identified best practices in corporate culture, recruitment and retention of personnel, product development, and compliance practices as a member of Morningstar’s parent committee.

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 investments, stewardship, investment costs, and regulatory policy. Moderated expert panel discussions on ETFs, industry trends, ESG investing, and manager research. Quoted frequently by the press, including The Globe and Mail, Investment Executive, Bloomberg, BNN, and Moneysense. Supported product, sales, and client solutions groups by identifying business development opportunities and demonstrating research and product capabilities to current and prospective clients. Shaped service-level terms of research contracts with institutional investors.Co-managed 3-member analyst team. Collaborated with Chicago-based team to set coverage levels, provide feedback on performance, and identify training needs.

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, stewardship, investment principles, investment ideas, and other investment-related subjects.Promoted research methodology, research outcomes, industry outlook, and investment ideas to internal stakeholders, clients, and the public in meetings, conferences, and in the press.Chaired Morningstar’s Canadian Analyst Ratings Committee for equity and fixed income strategies.

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 editor of Fidelity Funds Newsletter. Represented company externally in press and speaking engagements. Quoted frequently in The Wall Street Journal, Bloomberg, CNBC, The New York Times and elsewhere on range of investing topics.

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 families, including Fidelity Investments, T. Rowe Price, American Century, TIAA-CREF, and First Pacific Advisors. Met with firms' senior leadership during in-person due diligence visits to assess quality of firms' investment capabilities and corporate culture. Generated in-depth research as editor of monthly Fidelity and T. Rowe Price newsletters. Contributed to research-driven commentaries and wrote regular column on personal finance-related topics.Presented Morningstar's investment philosophy, research process, and methodologies at conferences targeting financial planners and individual investors.

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 data questions from internal and external sources.

Master Of Business Administration - Mba, Dat

B.A., Economics, Political Science