Morningstar executive lands at ARTBY KARREN VERGARA | TUESDAY, 7 NOV 2023 12:38PMAustralian Retirement Trust (ART) has nabbed a Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment resilience and planning. Fitzgerald is currently Morningstar Investment Management's head of institutional portfolio management and solutions, a role she took in 2018. She was previously Australian Unity Investments' head of investment product and strategy.
Fitzgerald served in various senior positions that included head of investment product and research at UBS Wealth Management, investment strategist at Deutsche Asset Management, and Skandia's head of retail investment services. In her new role, Fitzgerald will be accountable for ensuring investment portfolios and investment capability can consistently navigate and adapt the investment landscape, ART chief investment officer Ian Patrick said. "Jody brings to Australian Retirement Trust a wealth of capability and experience in investment management and business leadership roles, and we look forward to her contribution to deliver on our vision to be Australia's most chosen and trusted retirement partner," he said. Fitzgerald joins several Morningstar senior leaders who have recently exited amid a restructure of its manager selection and portfolio management team. Aman Ramrakha, the director for manager selection services, left in September after more than seven years. Director of manager research APAC Tim Murphy left in late December 2022 and recently resurfaced at Insight Investment Consultants as a director and head of research. Related News |
Editor's Choice
Platinum announces strategic review
Sequoia chief's job at stake in upcoming EGM
Scott Farquhar steps down from Atlassian
Goldman Sachs ditches robo-adviser Marcus Invest
Sponsored by | Where do advisers invest their time?The stage 3 tax cuts have sparked discussions on bracket creep. Implementing a tax-effective investment strategy is crucial now more than ever. |
Sponsored by | Quality and Yield. A Powerful combination.With central bank rates seemingly peaked, investors are not awaiting yield increases. We're bucking the trend with investment rates at decadal highs |
Sponsored by | Why it could be a good time to be a growth contrarianGrowth-style companies are in vogue, but you may need to think outside the box to ensure you don't overpay. |
Products
Featured Profile
Fiona Mann
BRIGHTER SUPER