Dan Lefkovitz

Dan Lefkovitz is a strategist for Morningstar Indexes.

More From Dan Lefkovitz

A top fixed-income manager at Pimco discusses the possibility of a soft landing, the prospects for lower-quality bonds, and key lessons from a challenging bond market.

A veteran portfolio manager and senior leader at Capital Group discusses why investors should keep the faith in non-U.S. names and where she’s finding attractive opportunities today.

What’s driving dramatic performance differences between dividend stocks and the broader market.

Structural shifts in markets make private assets hard to ignore.

More About Dan Lefkovitz

Dan Lefkovitz is strategist for Morningstar Indexes and a contributor to various Morningstar research publications. He conducts research across asset class and investment type.

Before assuming his Indexes' role in 2015, he spent 11 years on Morningstar’s manager research team. He held several different roles, including analyst and director of the company’s institutional research service. From 2008 to 2012, he was based in London, helping to build Morningstar’s fund research capability across Europe and Asia. As an analyst, he edited the Fidelity Fund Family report from 2006 to 2008. He also authored Morningstar European Asset Flows commentary and has served as a co-host of The Long View podcast.

Before 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 (Agate, 2003).

Lefkovitz holds a bachelor's degree from the University of Michigan and a master's degree from the University of Chicago.

Sponsor Center