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Dan Kemp appointed Global Chief Investment Officer of Morningstar’s Investment Management Group

22 September 2021 Morningstar’s Investment Management Group
Dan Kemp, Global Chief Investment Officer of Morningstar’s Investment Management Group

Dan Kemp, Global Chief Investment Officer of Morningstar’s Investment Management Group

Morningstar’s Investment Management group has announced the appointment of Dan Kemp as Global Chief Investment Officer (CIO). Kemp will be replacing Daniel Needham, who will be transitioning from his position as global CIO to focus on leading the business in his role as President of the Investment Management group.

Having joined Morningstar Investment Management Europe in 2014 as Co-Head of Investment Consulting and Portfolio Management EMEA, Kemp was promoted to CIO – EMEA in 2015 and played an integral role in the launch of the European Morningstar® Managed PortfoliosSM offering. Kemp will continue his responsibilities as CIO-EMEA while Morningstar’s Investment Management group recruits for his replacement.

With 25 years’ experience in financial services, Kemp has extensive knowledge and expertise in portfolio construction and management, research and advisory. Prior to joining Morningstar Investment Management Europe, Kemp was a founding Partner at Albemarle Street Partners LLP, providing client risk profiling, fund research, portfolio construction and asset allocation. He has also held roles with Williams de Broe, Douglas Deakin Young and Holden Meehan.

Daniel Needham, President, Morningstar’s Investment Management group: "Dan is an experienced investor, and his insight and expertise have been integral to the transition to a research-focused investment management team. Throughout his tenure, he has developed a robust team, producing high-quality research and investment strategies that seek long-term outperformance for the end investor. Additionally, he has been key in the development and implementation of the Investment Management group’s investment principles, detailed portfolio guidelines, peer-review process and decision-making framework to help investors meet their financial goals. We believe that under his leadership as Global CIO will continue to thrive, providing our clients with robust asset allocation, investment selection and portfolio construction services.”

Morningstar’s Investment Management group brings together the global research capabilities of Morningstar, Inc. to provide investors with a comprehensive range of investment services, including discretionary portfolio management, ESG integration, asset allocation and manager selection to help investors reach their long-term financial goals.

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