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Simon Ewan Appointed Managing Director for Morningstar Investment Management Europe

Morningstar Investment Management Europe Ltd, a provider of investment advisory and portfolio services, has appointed Simon Ewan to the role of Managing Director.

Simon will lead operations, client management, marketing, and business development for Morningstar’s investment management and consulting operations in the UK, Europe, the Middle East, and Africa (EMEA), including Morningstar OBSR and Morningstar Investment Consulting France. He reports to Daniel Needham, Global Chief Investment Officer for Morningstar Investment Management, a unit of Morningstar, Inc.

Simon brings more than 25 years of experience in investment management and asset management to Morningstar. Most recently, he worked for MSCI in London, where he was Executive Director, Head of EMEAI Asset Owners and Consultants. Prior to that, Ewan was Global Head of Sales for Hermes Fund Managers in London. In addition, he has held senior roles at ABN AMRO, SEI, Russell, and Countrywide.

“Simon has extensive experience in building investment research and consulting businesses,” Needham said. ”He will work closely with our leadership team to expand our unified investment management business, delivering the full breadth of our investment capabilities and investment consulting services to intermediaries, institutional investors, and group personal pension plan providers across the UK and Europe.”

Morningstar’s investment management professionals create tailored investment, pension, and portfolio management solutions including select lists and model portfolios using the company’s expertise in asset allocation, research and selection, portfolio construction, and portfolio monitoring. In May 2013, the company introduced the Morningstar OBSR Managed Portfolios, a complete outsourced discretionary fund management and portfolio construction service that combines asset allocation and fund manager selection to assist advisers in meeting their clients’ investment objectives.