DFM

Follows FCA due diligence report

Support for adviser clients

Portfolios becoming increasingly concentrated

Discretionary fund managers and new multi-asset solutions are squeezing the traditional multi-manager model, which cost more and no longer offer anything new. Jon 'JB' Beckett and Stephen Walker debate the issues surrounding the traditional multi-manager...

Joins London office

Mark Roomans, the head of Morningstar UK, has highlighted launching new 'strategic beta' indices and growing its discretionary fund management (DFM) business as key priorities for the group.

Strategy to grow Solutions business

Portfolios will invest in a number of collectives

Need to consider longer time horizons

Dan Kemp has been promoted to chief investment officer for Europe, Middle East, and Africa (EMEA) at Morningstar, replacing Daniel Needham.