Special Focus on Target-Date Funds

MFEA hosted a Webinar on Tuesday, September 22, at 1:00 pm EDT,  presented by Don Phillips, Managing Director, Corporate Strategy, Research and Communications, and President of Fund Research at Morningstar, Inc. Phillips shared his insight on the current state of the mutual fund industry with a special focus on the compelling future of Target-Date Funds including best practices and key findings of Morningstar's initial Target-Date Fund Series Rating and Research Reports. The reports are available for members to download as well as other Webinar presentation materials.

Don Phillips is a managing director of Morningstar, Inc. and is responsible for corporate strategy, research, and corporate communications. He has served on the company’s board of directors since August 1999. Phillips is also president of fund research, which includes research on mutual funds, exchange-traded funds, and alternative investments.

Phillips joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar® Mutual Funds™, establishing the editorial voice for which the company is best known. Phillips helped to develop the Morningstar Style Box™, the Morningstar Rating™, and other distinctive proprietary Morningstar innovations that have become industry standards.

Journalists regularly turn to Phillips for his insight on industry trends. Investment Advisor magazine has named him to its list of the most influential people in the financial planning industry. Financial Planning magazine has named Phillips one of the planning industry’s "Movers & Shakers." Registered Rep. has named him one of the investment industry’s 10 key players.

Phillips holds a bachelor’s degree in English from the University of Texas and a master’s degree in American literature from the University of Chicago.