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Showing 1 - 10 of 40 results for "Morningstar Investment"

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
... Experts have warned that cutting too many options on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... reported by Financial Standard, Wacher recently stepped down as chief investment officer, Asia Pacific at Morningstar Investment Management and chair of its global investment committee. Prior to Morningstar, Wacher was the investments chief at Cambooya ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar Investment, where she ran institutional portfolio management and solutions. The new leads report to ART investment chief Ian Patrick who ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
A Mercer portfolio strategist has joined Morningstar Investment Management Australia as a portfolio manager. Morningstar has hired Joel Grosvenor as a portfolio manager with its multi-asset investment team. Grosvenor - who can count over 15 years of ...

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... it would begin a comprehensive search to appoint a new chief investment officer. Lill joined Rest from Morningstar Investment Management where he had been responsible for the Americas mutual fund and managed portfolio operations. Prior to that Lill served ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... infringement notice is not an admission of guilt or liability," ASIC said. Morningstar said in a statement that: "Morningstar Investment Management Australia Limited has agreed to settle two infringement notices issued by ASIC that arose when Morningstar ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... 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 ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... clients, Morningstar said. These model portfolios have increasingly been developed collaboratively with the Morningstar investment team. Morningstar added: "We are confident integrating these capabilities into one team will enhance Morningstar's investment ...
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