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Paul Kaplan
Directeur de la Recherche - Actions chez
Morningstar Research, Inc. (Canada)
Profil
Paul Kaplan is currently the Director of Research at Morningstar Research, Inc. (Canada).
Prior to this, he worked as the Quantitative Research Director at Morningstar Europe Ltd. from 1999 to 2012.
He also held the position of Vice President at Ibbotson Associates, Inc. and was a Faculty member at Northwestern University.
Additionally, he served as the Chief Investment Officer at Morningstar Investment Management LLC.
Kaplan holds a graduate and doctorate degree from Northwestern University and an undergraduate degree from New York University.
Postes actifs de Paul Kaplan
| Sociétés | Poste | Début |
|---|---|---|
Morningstar Research, Inc. (Canada)
 Morningstar Research, Inc. (Canada) Investment ManagersFinance Provides investment research | Directeur de la Recherche - Actions | 21/06/2012 |
Anciens postes connus de Paul Kaplan
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar Europe Ltd.
 Morningstar Europe Ltd. Investment ManagersFinance Provides investment research | Directeur de la Recherche - Actions | 20/06/2012 |
Ibbotson Associates, Inc.
 Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Economiste | 31/12/1998 |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Directeur en chef des Investissements | - |
Formation de Paul Kaplan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Morningstar Europe Ltd.
Morningstar Europe Ltd. Investment ManagersFinance Provides investment research | Finance |
Ibbotson Associates, Inc.
Ibbotson Associates, Inc. Investment ManagersFinance Ibbotson Associates Advisors specializes in asset allocation investment strategies. The firm employs a top-down, research-based investment approach. This approach begins with the development of asset class models and then integrates quantitative and qualitative analyses to screen for appropriate investments. Ibbotson has extensive experience in forecasting and the use of mean-variance optimization and multi-scenario sensitivity analysis to construct portfolios. Ibbotson relies on the principles of modern portfolio theory to develop model portfolios. They first forecast the long-term returns and volatility of each asset class. Then they apply mean-variance optimization, resampling and multi-scenario sensitivity analysis to develop asset class models with the appropriate expected levels of risk and return. Finally, investment managers are analyzed and selected to populate the asset class models. Ibbotson Associates regularly reviews the status of the investments within a portfolio to ensure that the asset allocations remain in balance. They look for style drift and performance that is not meeting expectations. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Provides investment research | Finance |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
