Eric Jacobson is a senior principal, fixed-income strategies, for Morningstar. He is a voting member of the Morningstar Medalist Ratings Committee for US and international fixed-income strategies and shares responsibility for determining coverage and research priorities. Jacobson has focused on a variety of taxable, tax-exempt, and nontraditional fixed-income strategies, including several from asset managers such as Pimco, BlackRock, PGIM, and Guggenheim. He has also covered strategies from J.P. Morgan, Fidelity, Goldman Sachs, TCW, Vanguard, Loomis Sayles, Putnam, T. Rowe Price, American Century, Eaton Vance, FPA, and American Funds. He is the team's lead analyst on Pimco.
From 2006 through mid-2008, Jacobson was director of fixed-income strategies for Morningstar Indexes and was responsible for the design and launch of Morningstar's original suite of US, global, and emerging-markets bond indexes. Before assuming that role, he was a senior analyst, associate director, and fixed-income editorial director for the fund research team. Before joining the company in 1995 as a closed-end fund analyst, he worked for Kemper Financial Services.
Jacobson holds degrees in political science, Hebrew and Semitic studies, and integrated liberal studies from the University of Wisconsin.
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