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Daniel Needham
Directeur en chef des Investissements chez
MORNINGSTAR, INC.
Profil
Actuellement, Daniel Edward Needham occupe le poste de président et directeur des investissements de Morningstar, Inc. et de directeur des investissements de Morningstar Investment Services LLC et de directeur des investissements de Morningstar Investment Management LLC (tous deux sont des filiales de Morningstar, Inc.). M. Needham est également membre du conseil d'administration de Morningstar Funds Trust. Dans sa carrière antérieure, il a occupé le poste de Chief Investment Officer chez Ibbotson Pty Ltd, de Managing Director chez Morningstar Investment Management Europe Ltd et de Global Chief Investment Officer chez Morningstar Investment Management Australia Ltd. Il est titulaire d'un diplôme de premier cycle de l'Université de Sydney.
Dernières actualités sur Daniel Needham
Postes actifs de Daniel Needham
| Sociétés | Poste | Début |
|---|---|---|
| MORNINGSTAR, INC. | Directeur en chef des Investissements | - |
Morningstar Investment Services LLC
 Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | President | 01/01/2009 |
Morningstar Investment Management LLC
 Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | President | 01/02/2015 |
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as open-end management investment company | Directeur/Membre du Conseil | - |
Smartx Advisory Solutions LLC
 Smartx Advisory Solutions LLC Packaged SoftwareTechnology Services Develops asset management platform | Directeur/Membre du Conseil | - |
Anciens postes connus de Daniel Needham
| Sociétés | Poste | Fin |
|---|---|---|
Morningstar Investment Management Europe Ltd.
 Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’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 and leading investment techniques. | Directeur en chef des Investissements | 31/01/2015 |
Morningstar, Inc. Ltd.
 Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Provides other information services | Directeur/Membre du Conseil | - |
Ibbotson Pty Ltd.
 Ibbotson Pty Ltd. Investment ManagersFinance Provides asset management services | Directeur en chef des Investissements | - |
Morningstar Investment Management Australia Ltd.
 Morningstar Investment Management Australia Ltd. Investment ManagersFinance Morningstar Australia is an active, valuation-driven investor that invests with a multi decade horizon. The firm takes a fundamental approach and builds portfolios holistically to help manage risk and deliver better returns. | Directeur en chef des Investissements | - |
Formation de Daniel Needham
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
10
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Morningstar Investment Services LLC
Morningstar Investment Services LLC Investment ManagersFinance MIS is a valuation-driven investor that strives to minimize costs by investing for the long-term and taking a fundamental approach to find opportunities. The firm focuses extensively on the portfolio structure to maintain a careful balance between being allocated similarly to the portfolio benchmarks and one that reflects their assessment of the value available in the current market environment. | Finance |
Morningstar, Inc.
 Morningstar, Inc. Financial Publishing/ServicesCommercial Services Operates as a investment insights company that provides investment and wealth management & credit rating services | Commercial Services |
Ibbotson Pty Ltd.
Ibbotson Pty Ltd. Investment ManagersFinance Provides asset management services | Finance |
The University of Sydney
 The University of Sydney Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morningstar Investment Management LLC
Morningstar Investment Management LLC Investment ManagersFinance Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds. | Finance |
Morningstar Investment Management Europe Ltd.
Morningstar Investment Management Europe Ltd. Investment ManagersFinance MIME designs portfolios that help investors reach their financial goals. The firm’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 and leading investment techniques. | Finance |
Morningstar Investment Management Australia Ltd.
Morningstar Investment Management Australia Ltd. Investment ManagersFinance Morningstar Australia is an active, valuation-driven investor that invests with a multi decade horizon. The firm takes a fundamental approach and builds portfolios holistically to help manage risk and deliver better returns. | Finance |
Morningstar Funds Trust
Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as open-end management investment company | Miscellaneous |
Smartx Advisory Solutions LLC
Smartx Advisory Solutions LLC Packaged SoftwareTechnology Services Develops asset management platform | Technology Services |
Morningstar, Inc. Ltd.
Morningstar, Inc. Ltd. Internet Software/ServicesTechnology Services Provides other information services | Technology Services |
