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.
How we look after your savings
- A key focus on risk management, not just the potential for returns
- Increasing your buying power
- Today’s best investment opportunities