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Showing 1 - 10 of 26 results for "Analyst Team"

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
Morningstar has confirmed the departure of two longstanding executives from the manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim ...

Perpetual promotes Anthony Aboud

ELIZABETH FRY  |  WEDNESDAY, 21 DEC 2022
Perpetual has appointed a new deputy head of equities within the asset management business following Vince Pezzullo's recent promotion to head of equities. Longtime portfolio manager Anthony Aboud will take up the new role continuing to work closely ...

Vanguard, Fidelity, BetaShares rank low on ESG: Report

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
New research from Morningstar has attempted to wade through the greenwashing in funds management based on managers' overall commitment - with some surprising results. The research looked at more than 100 strategies and 40 asset managers to provide ...

Research expert joins Fidelity

KARREN VERGARA  |  WEDNESDAY, 2 MAY 2018
... for Fidelity International and so I am delighted to welcome someone of Viral's calibre to lead our Australia-based analyst team." Fidelity International launched in Australia in 1996 and manages a range of strategies on behalf of its clients including ...

APSEC appoints former Macquarie analyst

KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
Atlantic Pacific Securities (APSEC) made a senior appointment to its analyst team. Tim Montague-Jones will join APSEC, bringing more than 20 years' of investment management experience. Montague-Jones joins from Macquarie Group where he was a senior ...

Fund managers must offer genuine partnerships

MARK SMITH  |  WEDNESDAY, 14 SEP 2016
... a concentrated, benchmark agnostic approach. Built into the investment process is a focus on objectivity and the analyst team, which includes a former investigative journalist and a forensic accountant, is encouraged to challenge the case for investing ...

Frontier appoints two analysts

ALEX BURKE  |  MONDAY, 18 JAN 2016
Frontier Advisors has expanded its analyst team with two new appointments. James Chang joins Frontier from Lonsec, where he was a quantitative research analyst, specialising in quantitative models, IT support and fund manager due diligence. Brandon ...

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
Research house Morningstar has appointed a director of equity research to its Australian and New Zealand business. Carolyn Holmes joins the company from J.P. Morgan where she was most recently an executive director and senior equity analyst. Before ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... as a senior adviser in Shaw's Adelaide office. The company also recently bolstered its fixed interest and hybrid analyst team with two new appointments: former head of Macquarie's debt sales and trading desk Cameron Duncan and head of Citi's equity linked ...

Morningstar CEO departs, replacement named

JAMES FERNYHOUGH  |  FRIDAY, 21 FEB 2014
... driving business strategy and growth and in leading teams," Mansueto added. "Heather has led our equity and credit analyst team for the last few years, managing more than 100 analysts across five offices around the world, including our Australian analysts. ...
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