Dan Lefkovitz is strategist for Morningstar’s Indexes group. He produces research supporting Morningstar’s indexing capabilities across a range of asset classes. He contributes regularly to the Morningstar Magazine, Morningstar Direct Research Portal, and the Morningstar Blog, authors white papers, and appears in webinars and at industry conferences.
Before assuming this role in 2015, 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 2008-2012, 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 (Agate, 2003).
Lefkovitz holds a bachelor’s degree from the University of Michigan and a master’s degree from the University of Chicago.