Morningstar Associates Inc.

 

Independent. Insightful. Trusted.

Morningstar Associates Inc. is a wholly owned subsidiary of Morningstar Research, Inc, a Canadian Subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar Research, Inc, offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar Investment Management Group

The Morningstar Investment Management group, through 11 investment advisory subsidiaries, creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data. The group provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and financial advisers around the world.

Morningstar Inc. provides data on over 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on nearly 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets.

For more information visit morningstar.ca


MANAGEMENT TEAMS

Morningstar Investment Team

  • Michael Keaveney, M. Sc., CFAHead of Investment Management, Canada at Morningstar Associates Inc.

    Michael Keaveney leads Morningstar’s Canadian institutional investment consulting and investment management practice. He oversees the delivery of investment solutions to domestic clients, with particular emphasis on asset allocation, investment strategy and product development. Prior to joining Morningstar in 2014, Michael had more than 18 years of investment industry experience. Previously he was a Director on the Investment Management Research team at CIBC Asset Management where he was a senior team member and group spokesperson, leading teams responsible for investment policy guidelines, investment proposals, portfolio construction, and communications. Before joining CIBC, he was a Portfolio Analyst and Portfolio Manager with Baskin Financial, a Toronto-based Investment Counsel firm, managing the investment portfolios of high net worth retail clients. Prior to that, he spent 13 years with TD Asset Management in several analytical, business development, sales and management positions. Michael holds a bachelor’s degree in Economics from the University of Waterloo, and master’s degree in finance from the University of London. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.

  • Robert Miehm, CFASenior Investment Analyst in the Morningstar Investment Management group in Canada

    Robert has more than 15 years of investment industry experience. He has worked extensively in Product Development, Product Management and in Portfolio Management with Morningstar. He has consulted with institutional clients to develop equity strategies, and acted as a subject matter expert for the broader CPMS team within CPMS. Robert holds a bachelor’s degree in economics from McMaster University and a MBA from the University of Toronto. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Toronto.