Alexander Brownlee

Role
Associate Portfolio Manager at Morningstar
Location
Chicago, IL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Alexander Brownlee

I’m a senior investment professional with extensive experience in client advisory and…

Experience

  1. Associate Portfolio Manager

    Morningstar

    Jan 2023 — Present

    Responsible for managing multi-asset retirement strategies for several plan sponsors and recordkeepers Assist in the management of the Morningstar Lifetime Index Funds Research and implement changes to our capital market assumptions, conduct due diligence on fund managers, and construct allocations that meet the unique demographics of our clients Communicate the strategy, fund allocation changes, capital market assumption updates, and performance of portfolios to our clients’ investment committees, financial advisors, and investment consultants.

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Alexander Brownlee — Associate Portfolio Manager at Morningstar in Chicago, IL, US | Unifers