Christopher Davis

Christopher Davis Email and Phone Number

Head, U.S. Investment Fund Research @ ISS Market Intelligence @ ISS | Institutional Shareholder Services
Christopher Davis's Location
Greater Toronto Area, Canada, Canada, Canada
Christopher Davis's Contact Details

Christopher Davis work email

Christopher Davis personal email

n/a
About Christopher Davis

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.

Christopher Davis's Current Company Details
ISS | Institutional Shareholder Services

Iss | Institutional Shareholder Services

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Head, U.S. Investment Fund Research @ ISS Market Intelligence
Christopher Davis Work Experience Details
  • Iss | Institutional Shareholder Services
    Head, U.S. Investment Fund Research, Iss Market Intelligence
    Iss | Institutional Shareholder Services Feb 2019 - Present
    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.
  • Morningstar
    Senior Investment Analyst
    Morningstar Jun 2017 - Aug 2018
    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.
  • Morningstar
    Strategist, Manager Research
    Morningstar Jun 2016 - Jun 2017
    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.
  • Morningstar
    Director Of Manager Research, Canada
    Morningstar Sep 2012 - Jun 2016
    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.
  • Morningstar
    Senior Mutual Fund Analyst
    Morningstar Aug 2009 - Sep 2012
    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.
  • Morningstar
    Mutual Fund Analyst
    Morningstar Sep 2000 - Aug 2009
    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.
  • Morningstar
    Data Analyst
    Morningstar Jun 1999 - Sep 2000
    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.

Christopher Davis Skills

Mutual Funds Investments Investment Strategies Finance Financial Analysis Analysis Financial Modeling Research Financial Markets Due Diligence Morningstar Direct Microsoft Office Microsoft Excel Microsoft Powerpoint Economics Asset Allocation Management Leadership Microsoft Word Microsoft Outlook Financial Services Etfs Separately Managed Accounts Index Funds Target Date Mentoring Writing Investment Research People Management Business Strategy Operations Management Organizational Leadership

Christopher Davis Education Details

  • Carleton University
    Carleton University
    Dat
  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Political Science

Frequently Asked Questions about Christopher Davis

What company does Christopher Davis work for?

Christopher Davis works for Iss | Institutional Shareholder Services

What is Christopher Davis's role at the current company?

Christopher Davis's current role is Head, U.S. Investment Fund Research @ ISS Market Intelligence.

What is Christopher Davis's email address?

Christopher Davis's email address is ch****@****tar.com

What schools did Christopher Davis attend?

Christopher Davis attended Carleton University, University Of Illinois Urbana-Champaign.

What are some of Christopher Davis's interests?

Christopher Davis has interest in Classical Music, Writing, Personal Finance, Design, Cooking, See 1+see Less, Investing, Politics, Economic Empowerment, Environment.

What skills is Christopher Davis known for?

Christopher Davis has skills like Mutual Funds, Investments, Investment Strategies, Finance, Financial Analysis, Analysis, Financial Modeling, Research, Financial Markets, Due Diligence, Morningstar Direct, Microsoft Office.

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