Ep 22: Jeff Ptak on what helps, and hinders, investors in predicting performance

I recently had the pleasure of interviewing Jeffrey Ptak, Morningstar’s Global Director of Manager Research for the TEBI Podcast. In the interview Jeff explains Morningstar’s “investors first” philosophy, and how the company has strongly adhered to it through its 35-year history. It’s an important principle, he says, that the “business” side of the operation is kept very separate from the research side.