
Thomas Dutka
Director, Manager Research
Morningstar
Morningstar
Matt Olsen is a Director of Manager Research Ratings, Australasia. Prior to Morningstar he was Head of Research and Retirement Income at Insignia Financial, CEO of Lonsec Research and Chief Investment Officer at EISS Super. He also worked as a Senior Stock Analyst for Colonial First State, The Lowy Family Group and Ausbil Dexia.
Prior to his investment career, Matt was a specialist in Equity Derivatives working at JPMorganChase in Sydney and London and at Banker’s Trust in Sydney. He also worked in Group Securitisation at Westpac Treasury.
Matt holds a bachelor’s degree in commerce from the University of New South Wales (Co-Op Scholarship). He is also a Chartered Accountant.
Jono leads Morningstar Sustainalytics’ Client Advisory team for APAC. He transferred to the region after 8 years in the United Kingdom, including five with Sustainalytics. In the UK he led the product strategy for Sustainalytics’ industry renown EU regulatory solutions, including SFDR, EU Taxonomy and EBA Pillar III requirements for banks. Before this he worked as lead Advisor for some of Morningstar Sustainalytics’ largest clients globally, including asset managers, asset owners and banks. During this time he has gained extensive experience in industry leading responsible investment practices, along with a deep knowledge of globally significant sustainable finance regulations.
Thomas Dutka is a director of manager research at Morningstar Australasia Pty Ltd, a wholly owned subsidiary of Morningstar, Inc. He is responsible for conducting qualitative research on Australian and New Zealand fund managers and their funds.
Before joining Morningstar in 2024, Dutka was a director in the investment solutions division of Patrizia SE (formerly Whitehelm Capital), providing investment consulting for institutional clients. He started his career as a financial-services lawyer at a leading Sydney law firm, and then he worked for seven years in the origination team of Macquarie Asset Management's specialized investment solutions division. His experience includes manager selection, strategy design, and investment research.
Dutka holds a Bachelor of Laws and a Bachelor of Commerce in finance (with merit) from the University of New South Wales. He also holds the Chartered Financial Analyst® designation.
Erica is an experienced Environmental, Social and Governance (ESG) management consultant. Her background includes over 25 years working in the arears of responsible investment and sustainable finance policy development, consulting, and program delivery for some of the largest and most highly respected organisations in Aotearoa New Zealand, the United Kingdom and Europe. Erica specialises in practically integrating ESG (including climate change) factors into investment decision-making, and works with financial institutions and corporates across all elements of the investment value chain.
Erica was co-secretariat and co-author of the Sustainable Finance Roadmap for Aotearoa New Zealand and chaired the industry-led committee that developed Aotearoa New Zealand’s inaugural Stewardship Code for investors.
More recently, Erica has worked with corporates, asset owners and managers to implement the Aotearoa New Zealand Climate Standards. Furthermore, she works with the industry body INFINZ to design and deliver climate-related disclosure training to the financial sector in Aotearoa New Zealand.
WATCH ON DEMAND
Presented by:
Thomas Dutka, Director, Manager Research
Matt Olsen, Director, Manager Research Ratings
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The Australian Superannuation sector's rapid growth has led to it playing a pivotal role in the Australian economy and, increasingly, in global capital allocation.
However, challenges persist. While consolidation has enhanced scale and efficiency, regulatory pressures remain ever-present and fresh hurdles continue to emerge. The quest for superior returns and peer outperformance has led to a shift toward diverse asset classes and geographies. For members, super is a long-term commitment; investment decisions made today will impact retirement decades later. Choosing a fund that balances robust returns with competitive fees can make a substantial difference to financial outcomes at retirement.
This webinar, based on a paper recently published by Morningstar Australia's Manager Research team, delves into the current state of the Australian superannuation sector, tracing its evolution and highlighting contemporary trends.
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