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Morningstar names global manager research leadership

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Morningstar names global manager research leadership

MorningstarInc. on April 6 announced several leadership appointments withinits global manager research team.

Grant Kennaway has been appointed to the new role of global practiceleader, overseeing Morningstar's manager research practices around the world.Kennaway, based in Sydney, most recently was head of manager research forMorningstar in the Asia-Pacific region. Chris Traulsen, based inLondon, has been appointed global ratings leader, a new role in which he isresponsible for Morningstar Analyst Rating assignments globally. Traulsen wasmost recently director of manager research for Morningstar in Europe, theMiddle East and Africa.

The company made additional leadership appointments as itrealigned its global manager research team into four regional practices: NorthAmerica, Asia-Pacific, Cross-Border (Europe and Asia), and the U.K.

Laura Lutton has been appointed North America practiceleader, directing the firm's manager research analyst teams in the UnitedStates and Canada. Most recently, Lutton was director of manager research forequity strategies in North America and also headed up the global researchsupporting the Parent pillar ratings, which contribute to a fund's MorningstarAnalyst Rating. She is based in Chicago.

Lutton succeeds Jon Hale, former head of manager research for NorthAmerica, who has been named global head of sustainability research, overseeingMorningstar's new Sustainability Rating for funds and the company's researchrelated to environmental, social and governance issues.

Wing Chan and Javier Saenz de Cenzano have been appointedco-leaders of the cross-border practice. Chan, based in Hong Kong, will continueto lead Morningstar's manager research analyst teams in Hong Kong and China. Hewas most recently director of manager research for Asian markets. Saenz deCenzano, currently director of manager research for Iberia and Italy, will nowoversee the manager research analyst teams in Europe, excluding the U.K. He isbased in Madrid.

Jonathan Miller will join Morningstar in London in May asdirector of manager research for the U.K. He joins Morningstar from Citywire,where he has been involved in fund analysis since 2003, most recently as headof research.

Kennaway remains head of the Asia-Pacific manager researchpractice, which comprises Australia, New Zealand, India and Korea.

Morningstar also made leadership appointments to its newlyformed global asset class teams: global equity, global fixed income, globalmulti-asset and alternative, and global passive.

Tom Whitelaw has been appointed to the new role of globalequity ratings leader, responsible for Analyst Rating assignments for equitystrategies globally. He currently serves as director of manager researchratings for Australia and New Zealand and will relocate to Chicago. KathrynYoung, who is based in Sydney, will succeed him as chair of the Asia-Pacificratings committee.

Janet Yang has been appointed to the new role of globalmulti-asset and alternatives ratings leader, responsible for Analyst Ratingassignments for multi-asset and alternative strategies globally. She continuesas director of the firm's North American multi-asset manager research analystteam and is assuming additional responsibility for the North Americaalternatives team. Yang is based in Chicago.

Thomas Lancereau, based in Paris, has been appointed chairof the ratings committee that oversees the assignment of Analyst Ratings on strategiesavailable for sale in cross-border markets in Europe and Asia, succeedingTraulsen.

Ben Johnson, based in Chicago, continues to leadMorningstar's global exchange-traded fund and passive strategies research team.In addition, Alex Bryan, also based in Chicago, has been appointed to the newrole of director of passive strategies research in North America, reporting toJohnson.

Russel Kinnel will continue to chair the North AmericaAnalyst Ratings committee, while Miller will become chair of the U.K. AnalystRatings committee. Kinnel is based in Chicago. Morningstar will name a globalfixed-income ratings leader in the future.

Bridget Hughes, succeeds Lutton to lead Morningstar's globalresearch supporting the Parent pillar ratings. Based in Chicago, she previouslyoversaw Parent pillar ratings and firm-level stewardship research in the U.S.