Chris joined Morningstar Investment Management in 2005 as Senior Consultant, and in 2007 was promoted to head the Investment Services team. In 2013, Chris was named Managing Director of Morningstar Investment Management, Asia-Pacific. Chris is responsible for developing business strategy, overseeing its implementation, and working closely with senior management to deliver the best possible investment outcomes and service to clients. Chris had been Co-Managing Director of the business since 2012 and is also a member of the Asia Pacific Investment Policy Committee.
Before joining Morningstar, Chris worked as Portfolio Manager at Rand Merchant Bank in South Africa for over five years and also worked at Citibank in both London and South Africa, with responsibilities covering treasury derivatives, business development, and relationship management.
Andrew joined Morningstar Investment Management in 2014 as Chief Investment Officer. Andrew is responsible for leading the Morningstar Investment team in Australia and developing Morningstar Investment Management’s investment capabilities and thought leadership profile in the Asia-Pacific region. Andrew chairs the Asia Pacific Investment Policy Committee, and the Manager and Security Selection Sub-Committee. He is also a member of the Asset Allocation Sub-Committee and Portfolio Construction Sub-Committee.
Andrew has 22 years’ experience in advising and managing institutional funds and investment teams in Australia, Asia, and the United Kingdom. Andrew worked most recently at AMP Capital Investors as Head of Investment Solutions in the Multi-Asset Group, and before that as Head of Investment Specialists, Listed Assets. Andrew is passionate about portfolio construction that achieves specific client outcomes and risk targets. Andrew also has a global interest in post-retirement solutions, and has had great experience in designing liability-aware investment strategies for insurance and Defined Benefit Pension Funds.
Andrew previously spent seven years with Russell Investment Group as Director of Consulting – Asia-Pacific and ultimately as Director of Investment Strategy. In this former role, Andrew was responsible for advising two Asian Sovereign Wealth Funds in designing their investment strategies to access capital markets outside their local investment market. His experience in the United Kingdom included roles in manager research with investment consultant, Lane Clark & Peacock, and as an Investment Analyst with Watson Wyatt.
Brad joined Morningstar Investment Management in October 2009 and is responsible for leading the development and management of Morningstar’s Multi-Manager Domestic and Global Bond Portfolios. He also leads research into key issues and developments associated with investing in fixed income markets. Brad is a member of the Asia Pacific Investment Policy Committee and Global Best Practice Groups. Brad chairs the Portfolio Construction Sub-Committee for Real Return portfolios, and is also a member of the Asset Allocation Sub-Committee, and Manager and Security Selection Sub-Committee.
Brad has worked in fixed income markets for over 22 years. Most recently, he was Senior Investment Analyst with Austock Asset Management, responsible for managing the firm’s Australian Fixed Income and Hybrid portfolios. Before that, he held a number of Sell Side Credit Analyst roles in Sydney and London with Dresdner Kleinwort Wasserstein and ANZ Investment Bank, where he was a highly-rated analyst across a number of industries.
Peter joined Morningstar Investment Management Australia Limited in 2012 as Head of Equities where he is responsible for the design and management of growth asset portfolios. He is also a member of the Portfolio Construction Sub-Committee, and Manager and Security Selection Sub-Committee.
Peter has over 18 years’ industry experience. He worked previously at Colonial First State where he was responsible for portfolio management, investment research, and business development within Realindex Investments. He also worked at Franklin Portfolio Associates, Mellon Capital, and Investment Technology Group (ITG) in global equity research and portfolio management in Boston.
Peter has authored journal articles and patents on global equity investing and implementation topics.
Joel joined Morningstar in 2005 and has held a variety of research, managerial, and portfolio management roles. He moved to the Morningstar Investment Management Group in 2015 as Senior Portfolio Manager and Head of Discretionary Equity Strategies, Asia-Pacific, based in Sydney. Since 2011, Joel has overseen the Australia-focused Income, Core, and Small Cap Discretionary Direct Equity Portfolios, using Morningstar Equity Research as a primary input. He also works with our multi-asset strategy portfolio managers and is a member of Morningstar’s Global Equity Portfolio Manager Best Practices Group, collaborating with discretionary portfolio managers running similar strategies in other markets.
Prior to his current role, Joel was Head of Asia-Pacific Equity Research, managing thirty-plus analysts across Sydney, Hong Kong, Shenzhen, Mumbai, and Auckland. In that role, he was primarily responsible for developing quality, independent, and fundamental research for internal and external clients. He also contributed to global best practice development within the research group, including as a Chair of the Morningstar Global Economic Moat Committee, an internal governing body that oversees our competitive advantage analysis framework and ratings. Prior to that, Joel spent a year away from Morningstar in South Africa where he helped start an equity management boutique as Head of Research and Assistant Portfolio Manager. Before moving to South Africa, Joel held a variety of equity research analyst and management positions with Morningstar in Chicago, U.S.
James joined Morningstar Investment Management Australia Limited in 2012 as an Investment Consultant, where he was responsible for supporting the delivery of Morningstar’s investment advisory capabilities and providing investment analysis and advisory services to retail and institutional clients.
James was promoted to Director, Capital Markets and Asset Allocation in April 2017. In this role, he is responsible for the capital markets forecasts and valuation driven asset allocation inputs given to the respective portfolio managers of Morningstar multi-asset portfolios across the Asia-Pacific region. He chairs the regional Asset Allocation Sub-Committee, attends the regional Investment Policy Committee and is a member of the Investment Management Leadership Group in Australia and Asia. He is also a member of the Portfolio Construction Sub-Committee, as well as the Manager and Security Selection Sub-Committee.
Before joining Morningstar, James was Head of Portfolio Construction and Asset Allocation at Centric Wealth, where he also held previous roles as Head of Managed Funds Research and Investment Research Analyst. James has over 18 years’ industry experience.
Iain joined Morningstar Investment Management Australia Limited in 2014. He is responsible for the monitoring and management of exposures in managed funds and oversees the Portfolio Analytics team. Iain is also a member of the Asia Pacific Investment Policy Committee, the Portfolio Construction Sub-Committee, and the Manager and Security Selection Sub-Committee.
Iain has over 11 years’ industry experience. Prior to joining Morningstar, Iain spent 9 years at Perpetual Investments in a variety of research and investment based roles. These included a Senior Analyst role within the Diversified Solutions investment team and a senior management role heading up Perpetual’s research and analytics function. Before working at Perpetual, Iain held a Research position at InvestorInfo (now part of Sterling Publishing).
Clint joined Morningstar Investment Management Australia Limited in October 2015 as a Portfolio Specialist, responsible for communicating Morningstar’s investment approach and portfolio positioning to clients.
Clint has been involved with equity markets for more than 15 years having worked as a financial adviser at Goldman Sachs JBWere, Morgan Stanley Smith Barney and specialist financial intermediary broker, Lonsec.
Prior to joining Morningstar, Clint was Head of Trading & Portfolio Management at Wentworth Securities where he managed the firm’s Multi-Asset and Australian Equity portfolios. He has considerable experience in formulating and implementing investment strategies across multiple asset classes, involving direct securities, exchange traded funds (ETFs) and managed funds for intermediary, family office and high net wealth clients.