Correlation Conversations

Introduction to Morningstar


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In todays episode I have the last of my introductions. This week I speak to Morningstar and the conversation is who is Morningstar and the work that they do and what we do together. 

As this is the first Episode of July it is more technical. What sort of analysis is conducted and how portfolios are constructed in order to give a specified return above inflation. We chat about manager selection as well as market segmentation ( IE which sectors of the market are giving what returns)


In 2 weeks we will go back to behavioral and start chatting about Carls book the behavior gap 


Enjoy 


Should you wish to make an appointment or chat to me please click on the link below  

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Correlation ConversationsBy Correlation Coaching