Strategic Insight Hires Morningstar Veteran as Head of U.S. Fund Research

Strategic Insight, the leading provider of data management, distribution intelligence, research and marketing services to the global asset management community, announced today Christopher Davis, a 19-year veteran of Morningstar,…

New York, February 14, 2019 –

Strategic Insight, the leading provider of data management, distribution intelligence, research and marketing services to the global asset management community, announced today Christopher Davis, a 19-year veteran of Morningstar, is joining the firm as Head of U.S Fund Research. In this new role Davis will be responsible for shaping SI’s team of U.S. research analysts as they develop high caliber research deliverables covering the largest asset management market in the world.

“Research has long been a significant pillar in the Strategic Insight ecosystem alongside our data and business intelligence operations, and I am beyond excited for the opportunity to further strengthen this pillar,” says Goshka Folda, Global Head of Research at Strategic Insight and President/CEO of Investor Economics. “Bringing Christopher onto the team opens many doors to better serve the unique needs of our clients and enhance our culture of curiosity, learning and service.”

Davis comes to Strategic Insight from Morningstar where he evaluated equity, fixed income, and multi-asset investment strategies, primarily in the U.S., for nearly two decades as an analyst and research director. Over his tenure, he introduced qualitative ratings on target-risk and exchange-traded funds and engaged investors, industry professionals, and regulators in both the U.S. and Canada as an author of numerous articles and white papers, and as an editor of Morningstar’s Fidelity Funds Newsletter. Davis also led Morningstar’s Canadian manager research team from 2012-16. At Strategic Insight, Davis plans to harness the power of the SI data platforms to explore new research opportunities.

I’m excited to join Strategic Insight. The company is the perfect place to channel my intellectual curiosity and passion for research,” said Davis. “I look forward to helping our clients navigate a challenging investment landscape with clear, insightful research that puts history into context and imagines what the future might look like.”

SI Research delivers a combination of published research, online webcasts, in-person presentations, and on-demand consulting to empower clients to track developments and seize opportunities in the ever-changing global fund business. Davis will lead the US Research team alongside SI’s Canadian, Australian, and EMEA research teams.

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Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. SI delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement of over 500 million trades per month. Strategic Insight clients include over 1,000 of the most prominent names in the asset management industry, including 83 of the world’s 100 largest fund managers.

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