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Credo Fireside Chat - The Art & Science of Fund Manager Research with Jeffrey Ptak

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Content provided by Lucas Ribeiro de Almeida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucas Ribeiro de Almeida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jeff Ptak, Chief Ratings Officer at Morningstar, was the special guest in the latest Fireside Chat hosted by Credo Wealth. Jeff and Ainsley To (Head of Multi-Asset at Credo) discussed trends in the mutual fund industry, the behavior gap and common pitfalls for fund investors, market efficiency within mutual funds, machine learning for fund ratings, and the nuances in manager research.

Please note that any views expressed are those of the interviewee and do not necessarily reflect Credo's views.

  continue reading

5 episodes

Artwork
iconShare
 
Manage episode 424754957 series 3581043
Content provided by Lucas Ribeiro de Almeida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucas Ribeiro de Almeida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Jeff Ptak, Chief Ratings Officer at Morningstar, was the special guest in the latest Fireside Chat hosted by Credo Wealth. Jeff and Ainsley To (Head of Multi-Asset at Credo) discussed trends in the mutual fund industry, the behavior gap and common pitfalls for fund investors, market efficiency within mutual funds, machine learning for fund ratings, and the nuances in manager research.

Please note that any views expressed are those of the interviewee and do not necessarily reflect Credo's views.

  continue reading

5 episodes

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