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Morningstar expands Australasian team

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By Reporter
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2 minute read

Morningstar has appointed two analysts to its Australasian manager research team who will undertake research on managed funds, listed investment companies and exchange-traded funds.

Matthew Wu has been appointed as an analyst while Daniel Cheang has been appointed as a senior analyst.

They will be focused on researching Australian and New Zealand funds and will report to Tom Whitelaw, director of manager research ratings.

Mr Cheang most recently worked as an investment manager at the British Telecom Pension Scheme where he was responsible for long-only and fund-of-fund manager selection, portfolio construction, and maximising the benefits of manager relationships within the private equity and infrastructure allocations.

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Prior to this, he was a senior investment analyst at EFG Asset Management for three years where he was responsible for selection and monitoring equity, fixed income and property funds.

He has also worked in assistant portfolio manager and analyst roles at Schroders, Credit Suisse, and Goldman Sachs Asset Management in the United Kingdom, and BT Financial Group.

Mr Wu has previously worked in junior equity analysis roles at the Intelligent Investor and Microequities and as a property analyst at the University Network for Investing and Trading.

Mr Whitelaw said the appointments signal Morningstar’s continuing commitment to resourcing its team to provide “clients with insightful, timely manager research”.