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).
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