Morningstar, Inc. today
Specifically, Scott Burns has been named director of fund analysis for North America. In this new role he will also lead the mutual fund analyst teams in the U.S. and Canada. Burns most recently was director of exchange-trade fund, closed-end, and alternative fund research. In addition, the company is aligning its fund research coverage along four areas: active, passive, alternative, and fund of funds, under the leadership of Burns, who reports to Don Phillips, president of fund research.
Also, Michael Herbst has been promoted to director of active strategy research, spanning open-end and closed-end funds as well as active ETFs. Paul Justice and Ben Johnson will co-lead coverage of passive strategy research, now including both ETFs and traditional index funds. Nadia Papagiannis will continue to lead Morningstar's alternative fund research, covering alternative mutual funds and alternative ETFs.
And Laura Lutton will be responsible for leading fund-of-fund research, including managed ETF portfolios, 529 college savings plans, and target-date funds. Lutton has also been named chair of the editorial committee that sets the overall direction for investment analysis across the four coverage areas in North America.
