June 5, 2018

Morningstar Adds to Investment Management Group with Appointment of Steve Croucher

LONDON, 5 June 2018 -- Morningstar Investment Management Europe Ltd, part of the Morningstar Investment Management group, has appointed Steve Croucher to the role of Chief Operating Officer, responsible for managing key functional areas of the company’s investment management business in the UK and Europe, Middle East, and Africa (EMEA) region.

Based in London, Croucher will work with global business leaders in the development and execution of strategy, managing areas that include product and account management, operations and trading, sales, distribution, and marketing.

With more than 24 years of experience in the financial services industry, he most recently served as Chief Operations Officer at Rockfire Capital. Croucher has also held Chief Operations Officer roles at Border & Cie (UK) PLC, INSYNERGY Investment Management, and Skandia Investment Group.  

“Steve’s knowledge of the global financial services marketplace is extensive, and he is excellently placed to help drive the success of our Morningstar Managed Portfolios services in the UK and throughout EMEA,” said Matthew Radgowski, Global Chief Operating Officer, Morningstar Investment Management. “His superior business judgement and management skills will make key contributions to our work helping investors reach their financial goals. We are pleased to welcome him to the team.”

Morningstar Investment Management has over $200 billion in asset under advisement and management globally. April 2018 marked the five-year anniversary of the Managed Portfolio range launching in the UK.

About Morningstar Investment Management Europe Ltd
Morningstar’s Investment Management group is a leading provider of discretionary investment management and advisory services. Guided by seven investment principles, the group is fiercely independent, which allows it to stay focused on its mission to design portfolios that help investors reach their financial goals. The group’s global investment management team works as one to apply its disciplined investment process to all strategies and portfolios, bringing together core capabilities in asset allocation, investment selection, and portfolio construction. This robust process integrates proprietary research, patented methodologies, and leading investment techniques. As of 31 March 2018, Morningstar’s Investment Management group was responsible for US$201 billion* in assets under advisement and management across North America, EMEA, and Asia-Pacific, employing 200-plus professionals, more than half of which were portfolio managers or investment analysts. In addition to advisory services, the group’s investment professionals build and manage model portfolios for financial advisors in the United States, United Kingdom, Australia and South Africa to create strategies that incorporate a wide variety of investment objectives. In the UK, Morningstar Investment Management Europe Ltd is authorised and regulated by the Financial Conduct Authority to provide services to professional clients.

About 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. The company has operations in 27 countries.

*Includes assets under management and advisement for Morningstar Investment Management LLC, Morningstar Investment Services LLC, Morningstar Investment Management Europe Ltd., Morningstar Investment Management Australia Ltd., Ibbotson Associates Japan KK, and Morningstar Investment Management South Africa (PTY) LTD all of which are subsidiaries of Morningstar, Inc. Advisory services listed are provided by one or more of these entities, which are authorized in the appropriate jurisdiction to provide such services.

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