Genium beefs up research ratings house with senior appointment

Boutique investment consulting and research house Genium has appointed a seasoned research analyst to support the growth of its ratings business.

Simon Scott, formerly of Morningstar, has joined Genium as senior analyst – research, tasked with growing the business’s research ratings coverage.

Scott, who has more than two decades’ investment and analyst experience across the UK and Australia, joins a team of three senior analysts at Genium, taking a specialist focus on alternatives and unlisted assets.

He most recently a senior principal within Morningstar’s manager research team. Based in the research house’s Sydney office, he served more than six years in the role, which specialised in research and ratings for the global alternatives sector.

Prior to this, he worked at Macquarie Private Wealth, including as senior investment analyst, where he was responsible for fund research and the delivery of model portfolios and asset allocation advice.

Among his other notable roles include Asia-Pacific sector head for structured products and alternative investments at S&P Fund Ratings, structured credit and alternative fixed income for DM Partners, a private investment firm in the UK, and equity and credit derivative roles at several investment banks, including Deutsche Bank and J.P. Morgan.

Genium co-chief executive and head of research Tim Murphy noted increasing demand from clients for views on alternative and unlisted assets, with “no one more qualified in the market” than Scott to grow the firm’s expertise in this specialist and growing area.

In addition to Scott’s appointment, the firm has also announced the internal promotion of Jayden Ribarovski to investment consultant, with more formal responsibility for servicing some clients and portfolios.

Genium co-CEO, CIO and founder Chris Lioutas welcomed Ribarovski’s promotion as “well-earned recognition for the increasingly important role he is playing with some of our clients”.

Founded in 2013, Genium (formerly Insight Investment Consultants) has existing consulting clients servicing more than 400 advisers and managing more than $25 billion in funds under advice, including approximately $6 billion in managed accounts.