Search ResultsShowing 81 - 90 of 100+ results for "Morningstar"
Vanguard introduces low-cost active funds
EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... 1.23%*. Vanguard Australia manages more than $115 billion of assets for investors across 43 managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as at 31 December 2016.
Financial advisers losing communication battle
EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... to clients if they are to remain relevant in an automated world. Speaking at a media roundtable, newly appointed Morningstar chief executive Kunal Kapoor told reporters that one of the biggest issues facing the future of financial advice is a ...
Aussies attempt CFA in record numbers
JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... 2015. Globally, the number grew by 14% to 59,627 - and more than 25,000 passed. CFA Society Sydney president and Morningstar managing director research strategy, Asia-Pacific, Anthony Serhan, said the growth in Australia is indicative of the ...
Morningstar appoints research analyst
EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
Investment researcher Morningstar Australasia expanded its research team with the appointment of former Challenger national key account associate and analyst Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including ...
APSEC appoints former Macquarie analyst
KERRIE SYDEE  |  THURSDAY, 8 DEC 2016
... a member of the winning team to obtain the 2016 LONSEC Fund Manager of the Year award. Prior to this he worked at Morningstar for 10 years as a senior equity analyst and portfolio manager. Montague-Jones founded the Morningstar Growth Portfolio and ...
Morningstar hires insto business development head
ALEX BURKE  |  THURSDAY, 24 NOV 2016
Morningstar Australasia has appointed a new director of institutional business development. James Louw previously worked at Morningstar from 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before ...
Super assets up despite contributions dip
JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... also been an 8% surge over the past 12 months in assets held in SMSFs, now totaling $635.9 billion. Meanwhile, Morningstar also released the results of its monthly Australian Superannuation Survey, showing that for the month of October the ...
Investors expect gender diversity: CFA
KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... the chronic issue of gender disparity in the investment management industry," CFA Society Sydney president and Morningstar managing director, research strategy Asia Pacific, Anthony Serhan said. "CFA is also under-represented in terms of female ...
Morningstar multi-asset funds recommended
KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Morningstar Investment Management's suite of multi-asset real return funds have received a 'Recommended' rating from Zenith Investment Partners. The real return funds are objective based multi-asset offerings that invest across a wide range of ...
Atrium appoints distribution head from Morningstar
ALEX BURKE  |  WEDNESDAY, 7 SEP 2016
Atrium Investment Management has appointed a new head of distribution. Nigel Crampton joins Atrium from Morningstar, where he was head of sales. Prior to that, he was a strategic business manager at Macquarie, having held other roles at the group ...
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