Search ResultsShowing 1 - 10 of 100+ results for "Morningstar"
GAM names local institutional business director
KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... relationships with clients and prospects for the firm's fixed income and equity products. She also worked at Morningstar, initially on the graduate training program, before becoming an analyst on the fund research team, where she covered all ...
Downgrade follows fund manager YouTube apology
ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
Morningstar has downgraded a hedge fund facing liquidity issues. The move follows a sombre apology to investors from the fund manager delivered via YouTube. Neil Woodford issued a YouTube apology to investors whose money is currently frozen in ...
Managed accounts provider recruits portfolio manager
KARREN VERGARA  |  MONDAY, 3 JUN 2019
... part of financial services firm Elston, provides managed account solutions that oversee $1.5 billion in assets. Morningstar named Platypus, ECPAM and Hyperion as the best-performing Australian shares strategies in 2018. They returned 8.1%, 8% and ...
Alternatives manager adds former Morningstar head
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
A global alternative beta fund manager has added a former Morningstar head of alternative investments to its Australian team. Capital Fund Management appointed Craig Stanford as director of investor relations for the firm's US$9.7 billion ...
Active managers overcharge: Research
KANIKA SOOD  |  TUESDAY, 28 MAY 2019
... to March and compared their performance to three indices (value, growth and multi-factor) depending on their Morningstar fund style classification. It found 48 to 94% of the returns for these funds could be attributed to the index instead of ...
Morningstar adds Chi-X
KANIKA SOOD  |  FRIDAY, 10 MAY 2019
Morningstar has added Chi-X to its global market data solutions, giving investors access to data on investment products available through the exchange. Chi-X Australia's real-time data covers Australian cash equities, exchange-traded funds and ...
Boutique appoints portfolio manager
KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... Mutual for over four years and held similar roles at Commonwealth Bank, ABN AMRO and Aspect Huntley (now Morningstar). "Tomas has a proven track record of generating alpha and we are delighted to have him join our team. Vertium aims to ...
ANZ serious on cost cuts
ELIZABETH MCARTHUR  |  MONDAY, 6 MAY 2019
... restructuring the workforce. The spokesperson commented the sale to IOOF may take some time due to legal action. Morningstar research previously found the acquisition is not in the best interest of members . The restructuring of the workforce has ...
Morningstar director joins BondAdviser
HARRISON WORLEY  |  MONDAY, 6 MAY 2019
A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit ...
Tribeca fund cops another departure, downgraded
KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... Fenton's co-portfolio manager Jun Bei Liu was appointed as sole manager for the long-short strategy. As a result, Morningstar has downgraded the strategy's rating to negative, taking the view that unexpected and ill-timed departures leave the ...
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