Search Results | Showing 121 - 130 of 273 results for %22Morningstar Direct%22 |
| | | ... carbon risk in portfolios have a new tool to score carbon exposure across 30,000 funds globally. Introduction of the Morningstar portfolio Carbon Risk Score aims to move beyond carbon footprinting to provide an assessment of carbon risks and investment ... |
| | | | ... comes at a time when investors have been drawn to the Kapstream Absolute Return Income strategy and similar products. Morningstar's fixed-interest sector wrap for March 2018 said: "The popularity of a handful of more-flexible, or unconstrained, bond ... |
| | | | A former head of adviser solutions at Morningstar Australasia is taking on a newly created role at Milliman. Andrew Whelan has been appointed as director, adviser services at the actuarial firm. He will be responsible for spearheading the development ... |
| | | | Morningstar is using artificial intelligence to power its funds rating process to rate more than 10,000 products. The research house has launched Quantitative Rating, a machine learning and quant-driven system that boasts the ability to rate funds at ... |
| | | | ... director finance, India and Asia-Pacific at S&P, chief operating officer at Ibbotson associates, head of research at Morningstar and senior audit manager superannuation with Ernst & Young. She is also currently a director at Ord Minnett and Perennial ... |
| | | | ... long-term growth of Calvert's business." Last year, Calvert announced it would be assisting in underwriting the launch of Morningstar's program to better prepare financial advisers for incorporating sustainable investing into advice practices, along ... |
| | | | ... "strengthened its research function through a combination of recruiting additional experienced staff and partnering with both Morningstar, for direct equities support, and Lonsec for managed funds support to provide additional capabilities." Before IOOF ... |
| | | | ... that, she was a senior research analyst at the Investment Innovation Institute in Singapore, a senior consultant with Morningstar, a senior consulting analyst at Russell Investments and a ratings analyst at S&P. Parametric Australia chief executive Chris ... |
| | | | ... increasing amount of advised clients will be using managed portfolios in some form. Speaking in a panel session at the Morningstar investment strategy day in Melbourne, Entwistle said technology will also improve the customisation for both financial ... |
| | | | Morningstar Australasia has received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne ... |
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