Professional investors operate in a very different environment from individuals. Their careers, compensation, and business objectives are often tied to performance relative to a benchmark. They manage large pools of capital and are supported by teams of analysts, access to sophisticated data, and significant research resources. But those advantages also come with constraints that shape how they invest. We run through why these constraints might mean a mismatch between their opportunities and top picks, and yours.

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A message from Mark and Shani

For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.

We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.

The book is now available! It is also available in Audiobook format from most sellers.

Purchase from Amazon or Purchase from Booktopia

To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.

Audio Producer and mixer: William Ton.

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