Elizabeth (Liz) Templeton joined Morningstar in October 2020 and has been part of Morningstar Indexes since August 2023. She is currently a senior product manager for fixed income and multi-asset indexes, responsible for managing these two product suites including the Morningstar LSTA Leveraged loan Indexes. Prior to joining Morningstar Indexes, Liz evaluated fixed income managed investments for Morningstar’s manager research team. She began her Morningstar career in the Morningstar Development Program. Liz holds a bachelor’s degree in personal finance from the University of Wisconsin-Madison.
Resilience in volatile markets requires thoughtful diversification across sectors, geographies, and asset classes. With historically attractive yields but tight spreads, selectivity and quality are critical. This session explores how structured products, municipal bonds, and private credit can be integrated into portfolios to enhance diversification, manage risk, and capture additional yield opportunities in today’s complex fixed income environment.
Check out the incredible speaker line-up to see who will be joining Elizabeth.
Download The Latest Agenda