Director, Passive Strategies and Sustainability Research
Hortense Bioy, CFA, is Director of Passive Strategies and Sustainability Research within the Morningstar Manager Research team in Europe. Based in London, Hortense leads a team that provides independent research on ETFs and index funds.
Since 2017, Hortense's responsibilities have expanded to include sustainability research in Europe. Hortense is spearheading Morningstar's ESG thought-leadership agenda in the region, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens.
Hortense joined Morningstar as an equity ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong.
Hortense was in the 2019 ETF Stream's 30 Index, which acknowledges the most influential experts across the European ETF industry. Morningstar passive research, under Hortense, won the category of "Best Thought Leadership Paper" at the Investment Week Fund Services Awards 2015, "Best ETF Research" at the Investment Week Investment Research Awards 2017, and "Best ETF Research Provider" at the ETFExpress Awards 2017.
Deputy Head of Multi Asset Funds and Head of Research
Ian has been with Premier since 2000 and was formerly the Senior Research Analyst for Closed End funds, having worked on a Global Equity and Utility & Infrastructure desks. Prior to his time at Premier, Ian started his career as an investment adviser before becoming a private client manager utilising third party funds. Ian has oversight for all research sectors and maintains sector responsibility for UK Equity, Structured Investments, Alternative Strategies along with selected Absolute Return Strategies.
Senior Investment Manager
Nathan co-manages the Architas Multi-Asset Active Fund range and the Architas Multi-Manager UK Equity Fund. Nathan's analyst responsibilities consist of US economic research and US fund selection.
Nathan began his 19-year investment career at AIB Investment Managers, where he was responsible for launching and managing the AIB Multi-Manager Funds. Nathan joined Architas in 2010 and has significant experience of asset allocation, portfolio management and fund selection. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.
Senior Portfolio Manager
Seven Investment Management
Peter is a Senior Portfolio Manager at 7IM where he has worked for 11 years, where he helped launch the AAP funds and 7IM's MPS offering. Prior to 7IM Peter worked at Citigroup for 14 years in various investment management roles. Peter qualified as a Chartered Accountant with Arthur Andersen & Co, Manchester
Head of Manager Selection
Morningstar’s Investment Management group
Ruli Viljoen is Head of Manager Selection for Morningstar's Investment Management group in the EMEA region. She is responsible for driving the research efforts of the investment team to ensure best ideas are surfaced and reflected in the Morningstar client portfolios and client panels, as well as ensuring that there is a buy list of suitable alternative funds at all times. In addition, Ruli is involved in the management of consultancy relationships.
She is a member of the Portfolio Review Committee. Ruli joined Morningstar in 2010 through the company's acquisition of OBSR, where she had worked since2009. Most recently she served as head of investment research for Morningstar's open-end manager research in the UK.
Prior to joining OBSR, Ruli managed the long-only fund of funds portfolios for TriAlpha Investment Advisors, a London-based asset management group. She was previously a private client relationship manager for Nedcor Investment Group, a private banking organisation based in South Africa. She has worked in the UK fund research industry since 1996 and the investment industry since 1987. Ruli holds a B.Soc.Sc in Economics, with honours, from the University of Cape Town. She also holds the Investment Management Certificate and the Investment Advice Certificate.
Head of Lipper UK & Ireland Research
Jake joined in 2013 as Head of Lipper UK & Ireland Research. Since 1998, he has specialised in mutual fund research & selection, fund-of-funds portfolio management and asset allocation strategies.
He spent six years as a portfolio manager and fund selector at AIG and has been a mutual fund research specialist for Lloyds Banking Group, Towry and the Commonwealth Bank of Australia. He is a trustee director of the Thomson Reuters UK Pension Plan.
Jake is a Chartered Member of the Chartered Institute of Securities & Investment (CISI) and a Senior Fellow of the Financial Services Institute of Australasia (Finsia).