Lee Davidson, CFA, is head of quantitative research for Morningstar. He leads a global team of quantitative researchers, data scientists, and research engineers, whose key objective is to strengthen the firm’s data and research. His team develops innovative statistical models and data points such as the Morningstar Global Risk Model.
Davidson serves on the model risk management governance board for Morningstar Credit Ratings, LLC. He is also a member of the Morningstar Research Council and sits on the editorial board of Morningstar magazine.
Before assuming his current role in 2015, he was a senior analyst on the quantitative research team, where he developed the algorithm for the Morningstar Quantitative Rating(TM). Before that, he was an analyst on Morningstar’s passive strategies manager research team, covering European-domiciled commodities, Asian-equity, and fixed-income exchange-traded funds. He joined Morningstar in 2010 as a product consultant.
Davidson holds a bachelor’s degree in economics from the University of Chicago and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation.