Morningstar

Ben Johnson

Ben Johnson, CFA, is the head of client solutions, asset management, for Morningstar.

More From Ben Johnson

What is net asset value? Why does it matter? And how can you ensure that you are buying and selling ETFs at a fair price?
Ben Johnson

Parsing the details of index methodologies is central to understanding the processes of index funds and ETFs and informs our overall assessment of these funds' investment merit.
Ben Johnson

A few simple checks can help investors avoid funds that are destined for the dustbin of history.
Ben Johnson

Investor demographics are slowly turning in favor of the pairing of impact-oriented strategies and the exchange-traded fund chassis, and investors' need for relevant analytics is growing as a result.
Ben Johnson

Short of an unlikely breach of investor trust, Morningstar’s Ben Johnson thinks the fund giant will continue its momentum.
Ben Johnson

Our semi-annual Active/Passive barometer shows that expenses are one of the only reliable predictors of success, writes Morningstar’s Ben Johnson.
Ben Johnson

Some newly minted currency hedgers seem to lack the fortitude necessary to reap the long-term benefits of hedging currency risk.
Ben Johnson

Quality may or may not stand on its own, but it seems to bring out the best in value stocks and small caps.
Ben Johnson

Traditional benchmarks have a purpose, but they are impersonal and fail to reflect the messy realities of investing.
Ben Johnson

While markets’ efficiency will be forever questioned, there is no question that the costs we incur in investing deduct directly from our returns--it’s simple subtraction.
Ben Johnson

Recent events have served up a not-so-gentle reminder of the perils of investing in exchange-traded notes.
Ben Johnson

A race to lower expense ratios on broad-market ETFs, along with other factors, has pushed the estimated holding costs of many funds to nearly zero, writes Morningstar's Ben Johnson.
Ben Johnson

Thanks mostly to their under­lying strategies and their unique structure, ETFs are relatively more tax-efficient, but they're not immune from taxation.
Ben Johnson

Current circumstances are a difficult pill to swallow for many bond investors, but that is no reason to offload your ballast, writes Morningstar’s Ben Johnson.
Ben Johnson

More About Ben Johnson

Ben Johnson, CFA, is the head of client solutions, working with asset-management clients to leverage Morningstar's capabilities in advancing our shared mission of empowering investor success.

Prior to assuming his current role in 2022, Johnson was the director of global exchange-traded fund and passive strategies research within Morningstar's manager research group. Earlier in his tenure in the manager research organization, he served as the director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor's degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.

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