Want to find out more about how the Morningstar
reorganization affects its core fund research and ratings approach? Take a look at Sam Mamudi's Tuesday Fund Track column
in the Wall Street Journal
to find out more. The piece follows up on the restructuring Joe Mansueto
and company unveiled last week alongside fourth quarter earnings (see MFWire, 2/20/2009
The WSJ tosses some ink to Morningstar managing director and new fund research president Don Phillips
, who described the move as emphasizing "institutional-level insights ... for retail investors."
"It'll be a bigger picture, top-down approach to go along with the bottom-up work we've traditionally done," Phillips told the Journal. "My goal is for us to look at a fund portfolio through the eyes of a fund manager ... We want to do all we can to tear a portfolio apart and understand its risk."
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