We are very pleased to announce that Jackie Beard, former director of UK fund research, will now head-up Morningstar’s investment trust research in the UK.
If you have attended an Adviser User Forum in the past you’ll remember Jackie and her razor sharp wit when discussing fund ratings and analysis.
Leaning on her 12 years of experience in the UK fund management industry, Jackie’s goal is to increase advisers’ awareness and understanding of investment trusts through a research-focused effort. We see a huge need for more independent investment trust research, especially considering many advisers will need knowledge of the “whole-of-market” come 2013.
Jackie and her team will be joining us at future Adviser User Forums to discuss their research initiatives and how investment trusts might fit into client portfolios. I would highly recommend attending if you are able to make one of these events. For further information, please find a copy of the press release in entirety here.