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Showing 1 - 10 of 21 results for "Morningstar Investment Management"

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... 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, the family ...

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 ...

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
... 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 as ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... 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 self-identified ...

Morningstar executive lands at ART

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

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 launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified, holistic portfolios comprising quality and best value investment ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... include Australian managers such as Aberdeen Standard, Cbus, Franklin Templeton, J.P. Morgan, MFS, Morningstar Investment Management, Nikko AM, Pengana, PIMCO, RARE Infrastructure, Fidelity International and Vanguard, to name a few," Kennaway said. The ...

Rest names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 29 JUN 2020
... industry superannuation fund. Rest has named Andrew Lill as chief investment officer, joining from Morningstar Investment Management where he has been responsible for the US$25 billion Americas mutual fund and managed portfolios operations. This is the ...
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