Ibbotson is also providing TFS with investment consulting and advice capabilities including investment committee and governance oversight, investment advice including asset allocation, and dealer group and practice support.

Ibbotson has developed a comprehensive suite of managed account portfolios for TFS designed to meet investors’ needs across all life stages and risk profiles. Combining Ibbotson’s asset allocation, portfolio construction, and investment selection with Morningstar’s equity research capabilities enables TFS advisers to focus on building their business and client relationships.

“By selecting Ibbotson as investment manager for the Privilege Portfolios and investment consultant, TFS recognises the strong cohesion between our approach of growing and preserving wealth and the goals and objectives of end investors,” Chris Galloway, Ibbotson Associates Australia Managing Director and Head of Investment Advisory, said. “Leveraging our capabilities in capital markets research, asset allocation, portfolio construction, and managed accounts enables us to help TFS advisers create better outcomes for their clients.

“We offer advisers and advice practices a genuine alternative to bank- and insurance-owned dealer groups, and a home for advisers seeking cultural independence, strong referral opportunities, and a commitment to innovation,” Phillip Aris, Chief Executive Officer of TFS, said. “By working with Ibbotson, we’re able to provide our members with a comprehensive, differentiated service that enables them to be more efficient and enhance their client value proposition and best interest obligations.”

The Morningstar Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data and research. With approximately US$169.0 billion in assets under advisement and management at 30 September 2014, the Morningstar Investment Management group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, superannuation funds, and financial advisers around the world. In Australia, Ibbotson Associates Australia Limited provides these services. Ibbotson Associates Australia is regulated by the Australian Securities and Investments Commission.

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Lill will be responsible for leading the investment management teams in the Asia-Pacific region. He will also contribute to Morningstar’s global investment management committees, policies, capabilities, and thought  leadership. Based in Sydney, he reports to Daniel Needham, Morningstar’s Global Chief Investment Officer.

“We’re pleased to have Andrew on board,” Needham said. “His extensive background in investment  management, consulting and advice, asset allocation, portfolio construction, and related fields will enable him  to make a major contribution to our goal of building a leading global investment management business.”

Lill has 20 years’ experience in advising and managing institutional funds and investment teams in Australia, Asia, and the United Kingdom. He worked most recently at AMP Capital Investors as Head of Investment Solutions in the Multi-Asset Group, and before that, Head of Investment Specialists, Listed Assets.

He previously spent seven years with Russell Investment Group, as Director of Consulting – Asia-Pacific and ultimately as Director of Investment Strategy. His experience in the United Kingdom included roles in manager research with investment consultant Lane Clark & Peacock and as an investment analyst with Watson Wyatt. He has bachelor’s and master’s degrees in economics from Cambridge University and is a Fellow of the UK Institute of Actuaries.

“I look forward to contributing to Ibbotson and Morningstar Investment Management’s goal of creating better pre- and post-retirement investment outcomes for institutions, advice groups, and their clients in Australia and the Asia-Pacific region,” Lill said.

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