Morningstar - Q3 2021 - 6

Contributors
Magazine
Josh Charlson
In " Striving Toward Sustainability " (Page 31), Josh
Charlson and Alyssa Stankiewicz of Morningstar
Research Services LLC combine their expertise
to demonstrate how to build a sustainable fund
portfolio. As a director in manager selection,
Charlson has developed ESG select lists for clients,
while Stankiewicz is a sustainability analyst
who sits on the multi-asset funds research team.
Alyssa Stankiewicz
" I've been interested in researching the most
effective ways to integrate ESG into portfolios, "
Stankiewicz says. " There are a lot of nuances
in asset classes other than equity, with different
levels of data and transparency. "
" We knew there would be categories with fewer
options available, " says Charlson. " But we
show that you can substantially improve the ESG
metrics of a portfolio while still maintaining
comparable style and risk/return characteristics. "
Sachin Nagarajan
Sachin Nagarajan joined the Morningstar
Development Program for recent college graduates
in 2019 and assisted financial advisors using
Morningstar Office before landing in the editorial
group. Today, he writes features for new investors
on Morningstar.com and enjoys " meeting
readers where they are. " Interviewing Lily Bowles
about shareholder engagement (Page 39) inspired
Nagarajan to think about incorporating ESG
into his own portfolio. " I could tell from her
voice how passionate she is about ESG investing, "
he says, " and it reframed how I view it. "
Cristina Spanò
For this issue's Spotlight, Barcelona-based Italian
illustrator Cristina Spanò applied her colorful,
comic book style to the idea that ESG investors
today have an array of choices. " Plants are
a good metaphor for sustainability and growth, "
she says, " and you can choose one as if you were
picking your favorite flower for the center of
your table. " Spanò studied graphic design at ISIA
Urbino in Italy and illustration at EINA in Barcelona.
Her illustrations have appeared in publications
such as National Geographic and The New
York Times and in books for children and adults
distributed around the world.
Editor-in-Chief Jerry Kerns
Managing Editor Laura Lallos
Editorial Board Christine Benz, Sarah Bush, Elizabeth Collins,
Lee Davidson, Adam Fleck, Sylvester Flood, Jon Hale, Thomas M. Idzorek,
Ben Johnson, Paul D. Kaplan, Haywood Kelly, Dan Kemp, Grant
Kennaway, Alex Morozov, Daniel Needham, Don Phillips, Jeffrey Ptak,
Hal Ratner, Daniel Rohr, Jeffrey Stafford, Christopher Traulsen
Contributors Joshua Aguilar, Amy C. Arnott, Hortense Bioy, Walter K.
Booker, Josh Charlson, Andrew Daniels, James Gard, Lewis Jackson,
Benjamin Joseph, Charles Keenan, Tom Lauricella, Dan Lefkovitz,
Alec Lucas, Katherine Lynch, Sachin Nagarajan, John Rekenthaler,
David Sekera, Lauren Solberg, Daniel Sotiroff, Cameron Stanfill,
Alyssa Stankiewicz, Aron Szapiro, Megan Wallingford
Art Director Alex Skoirchet
Designer Paul Zdon
Illustrator Cristina Spanò
Photographers Christopher Lane, Matthew Lomanno, Kim Raff,
Lynsey Weatherspoon, David Woolfall
Copy Editors Mary Kate Chambers, Mike Eiler
Publisher Sheila Berleman
Director of Advertising Sales Stuart Roge
Regional Sales Directors Dan Atkinson, Tony Lignelli, Joanna Sawyer
Morningstar, Inc.
CEO Kunal Kapoor
Managing Director, Design David Williams
Chief Marketing Officer Rob Pinkerton
Editor-in-Chief Nicolas Owens
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herein: (1) is intended solely for informational purposes; (2) is proprietary to
Morningstar and/or its content providers; (3) may not be copied or
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Morningstar Q3 2021
https://www.morningstar.com/authors/239/josh-charlson http://www.Morningstar.com

Morningstar - Q3 2021

Table of Contents for the Digital Edition of Morningstar - Q3 2021

Contents
Morningstar - Q3 2021 - Cover1
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Morningstar - Q3 2021 - 1
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Morningstar - Q3 2021 - Contents
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