Q4 2021 Strategies Research 44 48 Shedding Light on Sustainable Stocks Supply Chains Break Under Pressure 53 Who's Helping Fund Managers Manage? Quant U 57 63 64 65 Investors Aligning Clients and Portfolios Best Ideas Manager: Many Strengths Passive: Risk Diversifier Equity: A Rare Bargain 66 72 78 82 86 88 90 94 96 Morningstar Conversation Accounting for Disruption Bubble or Boom? Undiscovered Manager Change Agent Sector Rap Demand for Electric Vehicles Accelerates User Profile Finding Her Mission Data Dashboard Morningstar Global Market Barometer Morningstar Global Valuation Lens Morningstar Global Fund Flows Ten Questions 4