Key Findings from Morningstar’s 2020 Mind the Gap Study

Presented by

Amy Arnott, Portfolio Strategist & Matthew Birch, Customer Success Manager

About this talk

On Sept 10 at 11AM CDT, we’ll reveal what your firm can do to be successful in a more competitive field and review how the overall investor experience has changed over time. Join Amy Arnott, Portfolio Strategist, Morningstar Manager Research LLC and Matthew Birch, Customer Success Manager, Morningstar Manager Research Services in a live one-hour webinar as they’ll walk through our latest edition of the Mind the Gap study In this webinar, we’ll cover: • A deep dive into those success factors • Which investment vehicles fared best when comparing investor returns with total returns • How to identify where your firm and—just as important—your immediate competition sits today • Expert analysis and advice from Morningstar analysts, who offer a deeper insight into their research beyond qualitative reports

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