| Jackie Beard, Director of Investment Trust Research, Morningstar
Jackie Beard joined Morningstar in September 2008 as director of fund research for Morningstar UK and in her current role is leading the launch of Morningstar’s move into qualitative research on investment trusts for the UK market. Prior to that, Jackie headed the roll out of Morningstar’s qualitative fund research and ratings for funds available for sale to UK investors.
Before joining Morningstar, Jackie spent seven years at Forsyth Partners where her role included fund research, the management of the group’s broker client funds and the development of proprietary research and information tools.
Jackie started out in the financial services industry in 1991, initially at private bank Hill Samuel before moving to stockbrokers Albert E Sharp and ultimately fund research. She is a fellow of the Chartered Institute of Securities and Investment, and an MSI Diploma holder.
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