Investors Shun Portfolio Diversifiers as They Hedge Their Bets
AQR dominates third-quarter returns, but J.P. Morgan takes the spoils.
Simon Scott is a former senior principal, alternative strategy ratings, for Morningstar.* He was responsible for overall leadership of Morningstar’s global alternatives manager research and ratings.
Before joining Morningstar in 2018, Scott worked as a senior investment analyst for Macquarie Private Wealth, with responsibilities for unlisted fund research and the delivery of model portfolios and asset-allocation advice. He was previously head of product sourcing and origination, where he structured bespoke investment opportunities for clients. Before joining Macquarie, Scott spent five years with Standard & Poor’s Fund Ratings, where he was an associate director and Asia-Pacific sector head for structured products and alternative investments. Before moving to Australia, Scott worked in the UK in structured credit and alternative fixed income for a private investment and advisory firm and within equity and credit derivatives at several investment banks.
Scott holds a Bachelor of Laws (Hons) from City, University of London, a Master of Liberal Arts (finance) from Harvard University, and a Master of Business Administration from Heriot-Watt University.
*Morningstar Australasia Pty Ltd (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.
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