Dr. Kaplan discusses “Collared Weighting:  A Bridge Between Market and Fundamental Approaches.”

Dr. Paul D. Kaplan is director of research at Morningstar, responsible for the quantitative methodologies behind Morningstar’s fund analysis, stock analysis, advice, advisor tools, and other services. He conducts research on style analysis, performance measurement and attribution, equity and fixed income models, asset allocation, and portfolio construction. He has developed models of investment style, fund ratings, and asset allocation. He has performed asset-allocation analysis, developed and back tested portfolio-management strategies, and led the development of a family of equity style indexes.