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Showing 1 - 3 of 3 results for "Jeffrey Ptak"

Morningstar creates chief ratings officer role

KARREN VERGARA  |  FRIDAY, 23 OCT 2020
... titles as the Chicago-based firm restructures its investment coverage and "raises the bar" on research integrity. Jeffrey Ptak assumes the new chief ratings officer role, responsible for approving new investment ratings methodologies for managed-investment ...

Morningstar creates new ESG role

ELIZA BAVIN  |  TUESDAY, 21 JUL 2020
... and APAC. Morningstar said it has commenced the search to replace Bioy as head of the EMEA passive strategies team. Jeffrey Ptak, head of manager research, said the appointment and creation of the new role fits into the company's strategy moving ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... funds, representing more than 30,000 share classes in the US, it said. Morningstar global head of manager research Jeffrey Ptak said investors use the new toolkit together with the research firm's existing ratings. It extends the objectives and rigorous ...
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