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Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation

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Peng Chen, president of Morningstar‘s Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation, Francois Gadenne, executive director and chairman of the Retirement Income Industry Association (RIIA,) announced on Thursday.

RIIA says the RMA program is dedicated to serving the financial services industry, including defined contribution and retail distribution organizations, investment managers, financial advisors, broker-dealers, banks and insurance companies.

“Individuals earning the RMA designation are uniquely prepared to deliver retirement income solutions and services to clients who want a secure income stream and ongoing professional management throughout their retirement years,” according to the organization.

As president of Morningstar’s Investment Management division, Chen, (left), is responsible for overseeing the company’s investment consulting, retirement advice and investment management operations in North America, Europe, Asia and Australia.”Our mission statement is, ‘the view across the silo,’” Gadenne says. “Because we’re not wedded to the status quo in our industry, our value proposition is to help our members see disruptions that no one else sees before they happen. There are two main advisor types; planners through the CFP and managers through the CFA. They’re two different cultures, and Peng is able to bridge those cultures.”

“My work with Morningstar and Ibbotson gives me that unique view across the silos, so I’ll be spending as much time as I can on the Curriculum Advisory Board,” Chen said.

As a member of the RMA Advisory Board, Chen will provide advice and counsel to the Director of Curriculum Wade Pfau, associate professor at the National Graduate Institute for Policy Studies in Tokyo, as he oversees and reviews the academic direction of the evolving RMA curriculum.

“He’ll be involved with the structure of the designation, as well as writing, revising and editing the curriculum,” Gadenne added. “There is serious work involved. We’re not just sitting around.”


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