Leverage Firm Diversity Data & Insights in Your Investment Analysis

Presented by

Jeff Sandell

About this talk

Many investors see diversity as an opportunity—they see firms with diverse ownership as better long-term investments. Join us on to learn how to incorporate firm diversity data into your investment analysis through Morningstar Notebooks in Direct. Morningstar collects firm-level diversity data to help you understand firm diversity policies and practices to get an edge on who is going to outperform on talent. Whether you are just starting your planning process or looking to enhance your DEI strategy, learn how you can also participate in this database and add transparency to your firm’s diversity initiatives. Now, we are surfacing this data and analytics in Morningstar Notebooks, where users can easily access and leverage this data and insights in real time. Notebooks offers an easy and efficient way to analyze data and develop new and meaningful insights. Presented by: Jeff Sandell, Senior Product Manager Duration: 30 minutes

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