Morningstar appoints new equity research director

7 October 2015
| By Staff |
image
image
expand image

Research and ratings house, Morningstar Australasia, has appointed a new director of equity research for Australia and New Zealand.

The company announced today that Carolyn Holmes had been appointed to the Sydney-based position and would lead a team of 20 analysts and oversee Morningstar's Australian and New Zealand equity research, including the development of institutional-quality company reports, analyst notes, pick lists, and industry and sector research.

Holmes will report to Morningstar's Global Head of Equity Research, Michael Holt.

The company also announced that Joel Bloomer, formerly Morningstar Head of Equity Research, Asia-Pacific, had taken on a new role as Head of Discretionary Equity Strategies in Morningstar's Sydney-based investment management team.

Bloomer reports to Andrew Lill, Morningstar Investment Management chief investment officer, Asia-Pacific.

Holmes was previously employed at JP Morgan.

Read more about:

AUTHOR

 

Recommended for you

 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

23 hours 42 minutes ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 18 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND