POWERED BY MOMENTUM MEDIA
Morningstar adds super research principal
The research house has hired an experienced product specialist for its Australasian team.
Morningstar Australasia has welcomed William Anglingdarma as principal, superannuation research.
In this role, he will be responsible for leading the superannuation research coverage on Australian and New Zealand superannuation funds and will support Morningstar’s strategy to provide ratings on a fund’s fees, features, and performance.
According to Morningstar, Anglingdarma brings over a decade of experience in wealth, product, and leadership roles, having previously worked as a research manager in Chant West’s superannuation research team.
Most recently, he led and managed the pricing and actuarial team at Insignia Financial and spent four years at Colonial First State as a senior product manager.
“Working with Morningstar’s regional and wider global manager research teams, William and the team are well positioned to support both investors and advisers in providing them with independent research and insights into superannuation funds,” Morningstar Australasia director of manager research ratings, Matt Olsen, said.
Australian managing director for enterprise products, Peter Bryant, said: “Morningstar’s mission is empowering investor success and all Australians with a superannuation account are investors.
“Morningstar’s ambition is to be the leading provider of insights and research on Australia’s Superannuation sector. William joins us at a pivotal time as we pursue Morningstar’s mission in the superannuation sector.”
In March, the research house first announced that it would offer research ratings for superannuation funds for the first time and that it was developing data, research, and rating solutions that will boost its coverage of superannuation funds in light of the multitude of accumulation and retirement product choices in the market.
In an interview with Super Review sister brand Money Management, CEO Kunal Kapoor said the information has been requested by financial advisers for a long time.
“We’re building a super funds database, we do research on them, advisers have been asking us in Australia for them for a long time. When advisers think about helping individuals with their financial life, you can’t do that in Australia without considering and fully advising on their super fund,” Kapoor said at the time.
“We had different priorities until now and the ecosystem didn’t really lead to engagement between advisers and super funds and post-royal commission whereas there is that engagement now.”
AUTHOR
Jessica Penny
Recommended for you
The Albanese government has appointed Jim Craig as a member of the Future Fund Board of Guardians for a five‑year term.
The $100 billion fund has appointed a new deputy CIO from within.
The $149 billion fund has named new directors following the departure of three outgoing board members.
The Association of Superannuation Funds of Australia (ASFA) has announced changes to its structure, marking an “exciting phase of growth” for the organisation.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Global X GlobalX FANG+ ETF
33.51 3 y p.a(%)
2
Spire Oaktree Opportunities XI Second Close
32.68 3 y p.a(%)
3
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
32.45 3 y p.a(%)
4
Spire Oaktree Opportunities XI First Close USD
31.36 3 y p.a(%)
5
Fidante Credit Suisse Global Private Equity
29.60 3 y p.a(%)
