Chief Indexing Officer of Morningstar, Inc. Responsible for provision of innovative, independent index services to the index industry. Market expert in index / benchmark research, design, governance and related regulatory matters. Chair, Morningstar Index Services Methodology & Administration ...more

Chief Indexing Officer of Morningstar, Inc. Responsible for provision of innovative, independent index services to the index industry. Market expert in index / benchmark research, design, governance and related regulatory matters. Chair, Morningstar Index Services Methodology & Administration Committee. Chair, OPIS Joint Benchmarks Administration Committee. Chair, ROBO Global Index Oversight Committee. In previous roles: Co-founder and chairman of Moorgate Benchmarks, independent service provider to the index industry, built in three years and acquired by Morningstar Inc. in 2021. Created and built successful business opportunities, contributing to an increase in clients from 40 to 150, a tripling in revenue to $8m, a more than doubling in ETF assets under management to $1bn and increase in fund assets under management from $35bn to $100bn. Created and managed numerous standard and ‘smart beta’ indices, such as FTSE RAFI, the FTSE4Good ESG indices, FTSEurofirst, S&P Risk Control and Target Risk, Russell European tradable indices and Russell GeoExposure.less