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Shannon Zimmerman

Shannon Zimmerman

Shannon Zimmerman is a director, manager selection, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He is responsible for manager assessment and selection, as well as portfolio construction.

Zimmerman has over 20 years of investment industry experience. He initially joined Morningstar in 2002 as a fund analyst. Prior to rejoining the firm, he worked for The Motley Fool as a senior analyst, advisor, and portfolio manager from 2004 through 2010. Prior to his current role, Zimmerman served as associate director of active strategies research and director of training for Morningstar’s manager research team. He covered domestic- and international-equity strategies and served as the lead analyst for the Oakmark, ClearBridge, and John Hancock fund families. He also oversaw the manager research analyst training program.

Zimmerman holds a bachelor’s degree from Rollins College and a doctorate from the University of Georgia.


U.S. and most foreign equities saw strong growth during the first half of 2013, but this healthy bull market could be a ripe time for investors to rebalance their portfolios.

Fidelity manager Steve Wymer makes the growth case for some well-known companies and addresses why he looks at a larger basket of stocks than the average fund.

By homing in on Google's core revenue-generating operations, BBH manager Tim Hartch sees a value proposition in the online firm, with Google's other investments being gravy.

Morningstar’s Shannon Zimmerman discusses the rise of passive investing, changes in the fixed-income environment, the search for yield and the lasting impact of Jack Bogle’s 2002 conference keynote.

Morningstar's Shannon Zimmerman recaps how stock and bond funds have performed across categories this year and offers guidance on what investors should look for in 2013.

Oakmark manager Clyde McGregor says with interest rates remaining low for much longer than he had anticipated, the reasons for previously closing one of his funds no longer made sense.

PIMCO's Vineer Bhansali says investors should consider active ETFs over traditional indexed vehicles because the latter are carrying very low yields and few prospects for price gains.

All asset classes are currently being driven by central bank policy measures, and understanding the risks are critical for portfolio construction, says PIMCO's Vineer Bhansali.