Investment consultant rebrands as ratings service launches

investment consulting morningstar ratings

4 March 2024
| By Laura Dew |
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Insight Investment Consultants has rebranded as Genium Investment Partners as it launches its research ratings service.

The firm, which was founded in 2013, has existing consulting clients who service over 400 advisers and manage more than $21 billion in funds under advice, which Insight said bodes well for uptake of a research ratings business. 

Leading the service is co-chief executive and head of research, Tim Murphy, who joined last September after 17 years at Morningstar where he worked as director of manager research for Asia Pacific.

During this time, he was instrumental in growing the firm’s market share in Australia and oversaw ratings on managed funds, ETFs and listed investment companies for more than a decade, as well as managing its model portfolios. 

Also working on the project is Leo Mauceri as general manager of strategy and operations, who joined last year from MLC Wealth where he worked as the head of project strategy. He previously worked as manager for investment advice strategy and research at NAB.

It will further appoint a business development manager, two senior research analysts and a senior investment consultant.

Developed with feedback from advisers and licensees, the newly launched service offers:

  • Senior, experienced research analysts always participating in reviews.
  • Concise, insightful reports outlining key decision-making points for advisers.
  • User-friendly research portal.
  • Business owned and managed by local staff, providing greater alignment with and focus on local client needs.
  • Focus on quality rather than quantity of research.

Chris Lioutas, founder and co-CEO, said: “The word Genium is an articulation of what we offer – intelligent solutions for our clients, grounded in genuine quality, rigour and conviction.

“We offer a genuine tailored consulting service from investment committee representation to a fully outsourced CIO solution. We will partner with clients and take time to understand their needs before identifying the services we can offer to best serve those needs.”

Murphy added: “It’s an exciting time to be launching a new research offering. We’ve listened to the needs of advisers and licensees in recent months and have developed a robust process and technology systems to support our new research offering that we are confident will appeal to a wide audience.”
 

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