Episode notes
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.
Keywords
fund manager researchjeffrey ptakainsley tomutual fundsmachine learning for fund ratings