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Showing 81 - 90 of 704 results for "Morningstar"

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... Growth Portfolio invests in five to 15 ethical ETFs across Australian equities, international equities and bonds. The Morningstar Australia Moderate Target Allocation NR AUD is the benchmark. The underlying ETFs must be sustainable, responsible, and ...

Willis Towers Watson expands investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... Ksenia Zaychuk has been appointed as senior associate within the Australian client consulting team. She joins WTW from Morningstar, where she was a manager research analyst. Edward Huynh joins the equity research team, based in Sydney. He also joins ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
New analysis from Morningstar suggests Australia has "blown its opportunity" to improve portfolio holdings disclosures. "As an otherwise sophisticated market, it is remarkable that Australia has consistently ranked bottom of all major global markets ...

AMP continues to lose ESG investors

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... the booming sustainable investment trend, suffering outflows for the fifth consecutive quarter. According to a new Morningstar note, AMP lost $69 million over the September quarter thanks to corporate issues at parent company AMP and investment team ...

Governments must act on net zero: Morningstar

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... to industry-led initiatives. Governments have been lagging and now need to align their commitments with industry," Morningstar director manager research Grant Kennaway said. "However, asset managers and their investors clearly want action on climate ...

Morningstar launches multi-asset indexes

ELIZABETH MCARTHUR  |  THURSDAY, 28 OCT 2021
Morningstar has launched new target allocation indexes to benchmark multi-sector funds in Australia and New Zealand. The launch of the Morningstar Australia and New Zealand Target Allocation Index Family follows recent research from the rating house ...

Energy leads top stock picks: Morningstar

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
... only undervalued area of the Australian equity market while consumer cyclical is the most overvalued, according to Morningstar. The research house's latest equity market outlook for Q4 2021 revealed Woodside Petroleum, Beach Energy and Santos as its ...