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Morningstar Australasia Appoints Jamie Wickham as Managing Director

SYDNEY, 3 August 2017 — Morningstar Australasia, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that it has appointed Jamie Wickham as managing director, Australasia, effective 1 September 2017. He replaces Heather Brilliant, who has led the business since 2014, and is leaving the organization to take a new role with Colonial First State Global Asset Management/First State Investments based in New York. Chris Galloway will continue to lead Morningstar’s Investment Management business in Australia and across the Asia-Pacific region.

Wickham is currently Asia-Pacific head of products and solutions and has developed teams and processes that have significantly improved how Morningstar operates throughout Asia. Prior to that, he spent four years leading the Data business from Morningstar’s London office. In prior roles with the Morningstar Australasia business, Wickham has been instrumental in helping to lead its evolution from a single room office to where the business is today.

“I am pleased to appoint Jamie Wickham as our incoming Australasian managing director. Jamie is well-qualified for this role with 20 years of experience with Morningstar and its predecessors’ Australasia business. His hands-on approach to solving our clients’ issues makes him ideal for this new leadership opportunity,” said Kunal Kapoor, Morningstar’s chief executive officer. “I would also like to thank Heather for her numerous contributions to our business over the years. She leaves Morningstar Australasia well positioned for its next phase of growth.”

“I’m delighted to take the helm at Morningstar Australasia,” said Wickham. “There continues to be significant opportunities for our business in Australia and New Zealand, drawing on our established strengths in research, data, and technology solutions as well as investment management for institutions, advisers, and individuals. I’m excited to build on the momentum we have created and will continue to grow the business while serving investors.”

In his role, Wickham will continue to focus on Morningstar’s mission to serve individual investors and help them meet their financial goals. Morningstar shares this mission with our asset managers and adviser clients, and will continue to create best-in-class solutions for them to engage investors, deliver superior investment outcomes, and demonstrate the value of their advice.

About Morningstar Australasia and Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $200 billion in assets under advisement and management as of June 30, 2017. The company has operations in 27 countries.

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Media Contacts:
Australia/New Zealand: Merryn Stewart, +61 2 9276 4456 or merryn.stewart@morningstar.com
United States: Sasha Bigda, + 1 312 244 7493 or sasha.bigda@morningstar.com

©2017 Morningstar, Inc. All Rights Reserved.

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