Morningstar has appointed Daniel Cheang, CFA as a Senior Analyst, and Matthew Wu as an Analyst.
They will be responsible for undertaking research on Australian and New Zealand managed funds, listed investment companies, and exchange-traded funds. Both report to Tom Whitelaw, Director of Manager Research Ratings.
“We’re very pleased to have Daniel and Matthew on board,” Whitelaw said. “Their appointments signal our continuing commitment to resourcing our team to provide our clients with insightful, timely manager research.”
Daniel Cheang worked most recently as Investment Manager, Manager Selection at the British Telecom Pension Scheme in London for three years, where he was responsible for long-only and fund-of-fund manager selection, portfolio construction, and maximising the benefits of manager relationships within the private equity and infrastructure allocations.
Before that, he was a Senior Investment Analyst at EFG Asset Management for three years, responsible for selection and monitoring of equity, fixed income, and property funds. He has also worked in assistant portfolio manager and analyst roles at Schroders, Credit Suisse, and Goldman Sachs Asset Management in the United Kingdom, and BT Financial Group.
Daniel has a Bachelor of Science degree from the University of Sydney, a Graduate Diploma of Applied Finance & Investment from Finsia, and is a CFA charterholder.
Matthew Wu worked previously in junior equity analysis roles at The Intelligent Investor and Microequities and as a property analyst at the University Network for Investing and Trading. He has a Bachelor of Science degree with honours in financial mathematics from the University of New South Wales.