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Showing 131 - 140 of 4724 results for "Distribution"

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... parent along with the medalist price score. Morningstar said this will increase stability by eliminating a forced distribution of ratings that caused ratings to change based on updates to other funds. Finally, starting 31 March 2026 Morningstar will ...

MSCI launches index combining public and private equity investments

ANGELIQUE MINAS  |  FRIDAY, 5 DEC 2025
... transparent and accessible." "It reflects MSCI's unique combination of high-quality data, world class research and index distribution capabilities and extends our private assets toolkit that gives investors a simpler way to access, benchmark, and allocate ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... continuing in 2026. "On the retail side, this surveillance will look at disclosures of fees and margins, and the distribution practices of private credit funds to retail investors, with a specific focus on the adviser channel," Kirkland said. "We want ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
Global asset manager T. Rowe Price has promoted Cassandra Crowe to head of institutional distribution for Australia and New Zealand, in addition to her role as head of consultant relations for the Asia Pacific region. The expanded role is effective ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
... much lower exposure to downside volatility. "We are investing with the aim of developing our own local funds and distribution model in Australia over time," Royal London Asset Management head of regional sales Kevin Haran said. "Not only do these fund ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... downplay the risks of their products and flout basic disclosures of the state of their investments. Olsen noted that the distribution, governance and manager track record would be the key attributes they would be interested in when covering these funds. ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... divisions, including investment operations, client service and implementation. His background spans financial advice, distribution and strategic partnerships, positioning him to drive operational excellence as the firm broadens its whole-of-wealth offering. ...

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
Australian funds distribution firm Continental Funds Group (Continental) has announced its formal launch to the domestic wholesale and institutional investment market. Led by founder and managing director Angus Coote and three experienced distribution ...

Federation AM strengthens ESG oversight with fresh leadership

RIDDHIMA TALWANI  |  WEDNESDAY, 26 NOV 2025
... named Tahlia Rozis as business development manager. Rozis has a decade of experience in funds management and platform distribution and will be responsible for adviser engagement and distribution. Prior to joining Federation, Rozis has worked in sales ...