Morningstar has announced the appointment of two researchers to its Australian managed funds research team.
Julian Robertson will take on the role of senior research analyst where he will be responsible for Morningstar’s ongoing research analysis and assisting with financial planning dealer group client responsibilities.
Robertson moved to Australia from the United Kingdom, where he previously worked for an asset management firm overseeing private client portfolios and specialising in emerging markets.
Tom Whitelaw has been appointed as a research analyst, and has also recently relocated to Australia. Whitelaw joined Morningstar’s London office in 2007 as an analyst covering UK-domiciled funds across multiple asset classes.
Both roles will report to the co-heads of fund research, Chris Douglas and Tim Murphy.
“Given the increasing demand for our independent funds research, we’ve strengthened our team to help us meet client demand and drive a number of new initiatives in 2010, including research on exchange-traded funds and industry superannuation funds,” Murphy said.




