Stephanie Lerdall (@sjsheppa) header
Stephanie Lerdall (@sjsheppa) profile picture

Stephanie Lerdall

@sjsheppa

Windy City lover. Corporate communications @MorningstarInc, formerly @Hyatt & @Allstate. Music & traveling enthusiast. @ASU advocate. Pain au chocolat seeker.

 Chicago, IL
linkedin.com/in/stephaniesheppard
Joined September 2008
  • Tweets3.5K
  • Following2.4K
  • Followers1.4K
190Media
Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)Photo by Stephanie Lerdall (@sjsheppa)
A Soup Dumpling Index is something I can get behind! @axios @felixsalmon
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Today on "Life After Mutual Funds"... 2023 was the second year in a row where we saw a >$1 trillion swing in flows between mutual funds and ETFs. Source: @MorningstarInc Direct. Data as of Dec. 31, 2023.
Image from Ben Johnson, CFA (@MstarBenJohnson)
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What executive team is focused on ESG metrics alone, ignoring traditional fundamentals? ESG investing has always been investing; that ESG investors want to make money isn't a "shift in sentiment" as @Betsy_Atkins' article quotes.
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Stephanie Lerdall retweeted
Christine Benz (@christine_benz) profile picture
Christine Benz@christine_benz2 Aug 2023
Read it and weep, people. Or just buy a balanced/TD fund and call it a day? 🤷‍♀️ The latest @MorningstarInc "Mind the Gap" research, this year from @syouth1 morningstar.com/funds/bad-ti…
Image from Christine Benz (@christine_benz)
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Bob Pisani (@BobPisani) profile picture
Bob Pisani
@BobPisani2 Aug 2023
Bad decisions like trading too often, buying funds after they've already run up, and selling in a panic after market declines can all chip away at investor returns. Here's why market timing doesn't work and why buy and hold is better. bit.ly/3OkAgMZ @CNBC @MorningstarInc
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Josh Sarson (@JSarsonPensions) profile picture
Josh Sarson@JSarsonPensions4 Jul 2023
A fascinating 'glimpse into the future' with @MorningstarInc's AI-generated assistant 'Mo' at #micuk, interviewed by CEO Kunal Kapoor @uk_morningstar
Image from Josh Sarson (@JSarsonPensions)
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Fun to see @MorningstarInc's Mo in the Sun-Times!
David Roeder (@RoederDavid) profile pictureDavid Roeder@RoederDavid22 May 2023
Morningstar’s AI chatbot gets investors closer to mostly right answers chicago.suntimes.com/2023/5/…
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Financial Planning (@finplan) profile picture
Financial Planning
@finplan22 May 2023
The new AI assistant with big Jake from State Farm energy is the first of multiple artificial intelligence offerings coming from @MorningstarInc. @justinlmack #fintech #AI #financialadvisors trib.al/w2IUvWu

Morningstar wants you to meet 'Mo,' its new OpenAI-powered chatbot

With Microsoft Azure OpenAI underpinnings, access to Morningstar investment research and a business casual company sweater, Mo is here to provide summarized, conversational insights to advisors.

financial-planning.com
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📣 Don't miss the top moments from day 3 at the Morningstar Investment Conference! ⏰ Tune into our video for insights from industry leaders and stay up-to-date on the latest trends. 🤝 Join the conversation and share your thoughts on the conference's best moments using #MICUS.
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Just because you’re in government doesn’t mean you have vastly more information than reading @nytimes, @axios, or @politico, says Larry Summers at #MICUS
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Christine Benz (@christine_benz) profile picture
Christine Benz@christine_benz26 Apr 2023
“We turned ourselves from a 2% inflation country into a 5% inflation country.” ⁦@LHSummers⁩ sounding a downbeat note on beating inflation before a packed house at #MICUS
Image from Christine Benz (@christine_benz)
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Mary Beth Franklin (@MBFretirepro) profile picture
Mary Beth Franklin@MBFretirepro25 Apr 2023
Looking forward to connecting with #MICUS attendees and speakers in Chicago. Don't miss my keynote conversation with @christine_benz and Mark Miller @RetirementRevised about How to Make the Most of Social Security at 8 a.m.CT Thursday.
Katie Braden, CFP® (@KatieABraden) profile pictureKatie Braden, CFP®@KatieABraden25 Apr 2023
#MICUS is well underway! If you're here, come say hi. If you're not, you'll feel like you are, as I'll be reporting throughout. Follow along!
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#MICUS is well underway! If you're here, come say hi. If you're not, you'll feel like you are, as I'll be reporting throughout. Follow along!
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“Telecom srvs, utilities, household products, automobiles, & construction and engineering are industries w the highest proportion of cos w strong management scores for the Low Carbon Transition Rating.” #EarthDay insights ⁦⁦@Sustainalytics⁩ #MICUS morningstar.com/articles/115…
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The difference between persuasion and influence is that persuasion doesn’t happen and influence does. Slowly and over time. @ezraklein #PageSpring @awpagesociety
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Are Abortion Pills Safe? Here’s the Evidence. - The New York Times nytimes.com/interactive/2023…
Are Abortion Pills Safe? Here’s the Evidence. (Published 2023)

Are Abortion Pills Safe? Here’s the Evidence. (Published 2023)

The Times reviewed 101 studies of medication abortion, spanning continents and decades. All concluded that the pills are a safe method for terminating a pregnancy.

nytimes.com
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Love the clear explanation of #ESG arguements for and against. But @dgelles, you left out the leading ESG raters! Here's the @MorningstarInc @Sustainalytics ESG rating for NYT Co. @mikiebarb
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David Gelles (@dgelles) profile pictureDavid Gelles@dgelles13 Mar 2023
TODAY… on THE DAILY… I chat with @mikiebarb about… What the heck is ESG and why are Republicans so mad about it? podcasts.apple.com/us/podcas…
What Is E.S.G., and Why Are Republicans So Mad About It?

What Is E.S.G., and Why Are Republicans So Mad About It?

Podcast Episode · The Daily · March 13, 2023 · Subscribers Only · 27m

podcasts.apple.com
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Embracing financial services opportunities opened by ChatGPT. morningstar.com/articles/114…
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'22 proxy season saw +46% proposals on issues affecting women in the workplace: gender breakdown disclosure, pay fairness, reproductive rights, & countering harassment/discrimination, says @MorningstarInc #EmbraceEquity #IWD2023 morningstar.com/articles/114…
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Christine Benz (@christine_benz) profile picture
Christine Benz@christine_benz12 Dec 2022
Perhaps the most surprising takeaway from our latest withdrawal rate research, launching today: Swinging for the fences with a high equity % won't help and may even hurt. @syouth1 John Rekenthaler and I updated our retirement income research from 2021. 👍 morningstar.com/articles/112…
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