Practical analysis for investment professionals

Dan Lefkovitz

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Dan Lefkovitz is a 16-year veteran of Morningstar. Since 2015, he has served as strategist for Morningstar’s Indexes group, producing research supporting Morningstar’s indexing capabilities across a range of asset classes. He authors white papers, appears at industry conferences, and contributes to the Morningstar Magazine and Previously, he spent 11 years on Morningstar’s manager research team. He held several different roles, including fund analyst and director of Morningstar’s institutional research service. From 2008 to 2012, he was based in Morningstar’s London office helping to build Morningstar’s fund research capability in Europe and Asia. Lefkovitz participated in the development of the Morningstar Analyst Rating™ and the Global Fund Report. As an analyst, he specialized in global equities strategies and edited the Fidelity Fund Family report newsletter from 2006 to 2008. Prior to joining Morningstar in 2004, Lefkovitz served as director of risk analysis for Marvin Zonis + Associates, a Chicago-based consultancy. During this time, he coauthored The Kimchi Matters: Global Business and Local Politics in a Crisis-Driven World. Lefkovitz holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of Chicago.

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