Former Morningstar man teams up with the old firm

Former Morningstar research director Chris Douglas has teamed up with the research house to deliver access to a new tool for advisers.

Friday, June 21st 2019, 9:16PM

Morningstar and MyFiduciary have partnered to allow financial advice firms in New Zealand to access a MyFiduciary version of Morningstar’s Adviser Research Centre (ARC) tool.

Morningstar will continue to offer and support its standalone version of ARC directly to New Zealand users, as well as continuing to provide its model portfolios and consulting services to New Zealand clients.

It means adviser clients can more easily access model portfolios, asset allocation views and thematic research.

Morningstar’s ARC is a web-based tool designed to support financial advisers and brokers by providing independent research, data and market commentary on a variety of investment vehicles including managed funds, shares, exchange traded funds, and listed investment companies.

Jamie Wickham, managing director of Morningstar Australasia, said: “For over 20 years, New Zealand has been an important market for Morningstar. We continue to look for opportunities to help advisers run efficient practices and empower investor success. Morningstar is the longest-standing provider of fund manager research in New Zealand, and we’re pleased that this agreement gives us the opportunity to offer our independent research to advisers who work with MyFiduciary.”

Chris Douglas, principal at MyFiduciary, said: “This agreement is well-aligned with our mission of helping fiduciaries gather, grow and protect assets. Morningstar are the leading global provider of funds data and research, with a well-known brand and presence in New Zealand. We are excited to complement the rich content in ARC with our own model portfolios and market research services. We believe it offers New Zealand investors a localised offering that demonstrates both Morningstar’s and MyFiduciary’s commitment to helping our clients navigate investment markets”.

Tags: Morningstar

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