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.