Stephanie Lerdall

Windy City lover. Corporate communications @MorningstarInc, formerly @Hyatt & @Allstate. Music & traveling enthusiast. @ASU advocate. Pain au chocolat seeker.

[Stephanie Lerdall @sjsheppa]

A Soup Dumpling Index is something I can get behind! @axios @felixsalmon

[Ben Johnson, CFA @MstarBenJohnson]

Today on "Life After Mutual Funds"...

2023 was the second year in a row where we saw a >$1 trillion swing in flows between mutual funds and ETFs.

Source: @MorningstarInc Direct. Data as of Dec. 31, 2023.

[Stephanie Lerdall @sjsheppa]

What executive team is focused on ESG metrics alone, ignoring traditional fundamentals? ESG investing has always been investing; that ESG investors want to make money isn't a "shift in sentiment" as @Betsy_Atkins' article quotes.

[Christine Benz @christine_benz]

Read it and weep, people. Or just buy a balanced/TD fund and call it a day? 🤷‍♀️ The latest @MorningstarInc "Mind the Gap" research, this year from @syouth1 https://t.co/xe0Xk5Jwzs

[Bob Pisani @BobPisani]

Bad decisions like trading too often, buying funds after they've already run up, and selling in a panic after market declines can all chip away at investor returns. Here's why market timing doesn't work and why buy and hold is better. https://t.co/s0dRRyhyWx @CNBC @MorningstarInc

[Josh Sarson @JSarsonPensions]

A fascinating 'glimpse into the future' with @MorningstarInc's AI-generated assistant 'Mo' at #micuk, interviewed by CEO Kunal Kapoor @uk_morningstar

[Stephanie Lerdall @sjsheppa]

Fun to see @MorningstarInc's Mo in the Sun-Times!

[David Roeder @RoederDavid]

Morningstar’s AI chatbot gets investors closer to mostly right answers https://t.co/ZAmzU0p5DQ

[Financial Planning @finplan]

The new AI assistant with big Jake from State Farm energy is the first of multiple artificial intelligence offerings coming from @MorningstarInc.

@justinlmack #fintech #AI #financialadvisors
https://t.co/ADNEISswRm

[Morningstar, Inc. @MorningstarInc]

📣 Don't miss the top moments from day 3 at the Morningstar Investment Conference! ⏰ Tune into our video for insights from industry leaders and stay up-to-date on the latest trends. 🤝 Join the conversation and share your thoughts on the conference's best moments using #MICUS.

[Stephanie Lerdall @sjsheppa]

Just because you’re in government doesn’t mean you have vastly more information than reading @nytimes, @axios, or @politico, says Larry Summers at #MICUS

[Christine Benz @christine_benz]

“We turned ourselves from a 2% inflation country into a 5% inflation country.” ⁦@LHSummers⁩ sounding a downbeat note on beating inflation before a packed house at #MICUS

[Mary Beth Franklin @MBFretirepro]

Looking forward to connecting with #MICUS attendees and speakers in Chicago. Don't miss my keynote conversation with @christine_benz and Mark Miller @RetirementRevised about How to Make the Most of Social Security at 8 a.m.CT Thursday.

[Stephanie Lerdall @sjsheppa]

@LeslieAMarshall @ChicagoAMA We can't wait to see you!!

[Katie Braden, CFP® @KatieABraden]

#MICUS is well underway! If you're here, come say hi.

If you're not, you'll feel like you are, as I'll be reporting throughout. Follow along!

[Stephanie Lerdall @sjsheppa]

“Telecom srvs, utilities, household products, automobiles, & construction and engineering are industries w the highest proportion of cos w strong management scores for the Low Carbon Transition Rating.” #EarthDay insights ⁦⁦@Sustainalytics⁩ #MICUS https://t.co/gB0Y65QlTs

[Stephanie Lerdall @sjsheppa]

The difference between persuasion and influence is that persuasion doesn’t happen and influence does. Slowly and over time. @ezraklein #PageSpring @awpagesociety

[Stephanie Lerdall @sjsheppa]

Are Abortion Pills Safe? Here’s the Evidence. - The New York Times https://t.co/W8AlMv6dRl

[Stephanie Lerdall @sjsheppa]

@EricBalchunas @business Indeed-not just in ETF launches. @_lindseystewart reviewed policies of a selection of European asset managers: 13 of 25 asset managers provided detail on their active ownership approach to biodiversity. Expecting more attention in this proxy season. https://t.co/JL7hK57ZOD

[Stephanie Lerdall @sjsheppa]

Love the clear explanation of #ESG arguements for and against. But @dgelles, you left out the leading ESG raters! Here's the @MorningstarInc @Sustainalytics ESG rating for NYT Co. @mikiebarb

[David Gelles @dgelles]

TODAY… on THE DAILY…

I chat with @mikiebarb about…

What the heck is ESG and why are Republicans so mad about it?

https://t.co/6WJq6RGHtv

[Stephanie Lerdall @sjsheppa]

Embracing financial services opportunities opened by ChatGPT. https://t.co/5GlSDk7gke