A growing body of research shows that companies whose management focuses on Diversity, Equity and Inclusion may outperform their peers in the long run. Not surprisingly, investors are increasingly interested in how well companies and funds are doing in this area. Morningstar has made DEI data available through the Advisor Workstation platform.
Morningstar’s Dr. Sarah Newcomb, Director of Behavioral Science and Chelsea Beckford, Manager of Customer Engagement will help you:
• Understand why DEI data matters
• How to access that data in the Advisor Workstation system