Chief Investment Officer Investment Management group, EMEA
Morningstar Investment Management Group
Presentation: Three steps to a successful multi asset sustainable investment strategy
As awareness of ESG issues has grown, investors are increasingly interested in adopting a more sustainable approach for their whole portfolio. As a consequence, there is a need for investment managers to develop a coherent multi-asset approach. In this session, Dan Kemp will set out the three most important considerations when building a sustainable investment strategy. This will help professional investors to build ESG portfolios and ensure that those who outsource to other portfolio managers ask the right questions of potential investment partners.
Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20- strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors.
Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).
Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.
Dan holds a bachelor’s degree in theology from King’s College London. He also holds the Investment Management Certificate, the Securities Institute Diploma and the Advanced Financial Planning Certificate.
Morningstar Investment Management Group:
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 debt and 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, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.