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Showing 131 - 140 of 416 results for %22Morningstar Investment Management%22

Best performing global equities strategies

KANIKA SOOD  |  WEDNESDAY, 11 DEC 2019
... a small Sydney boutique has quietly taken the lead on one-year basis with 31% returns to October end in the latest Morningstar institutional survey. Magellan is the undisputed best performer on a 10-year basis, returning 17.9% on an annualised basis. ...

Boutique portfolio manager to retire

KANIKA SOOD  |  FRIDAY, 22 NOV 2019
... will manage Celeste's small companies strategy alongside Paul Biddle who has been with the company since 2005. Morningstar has retained an analyst rating of bronze but said it will closely monitor Byres' progression of over the next 24 months. ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to close ...

Portfolio manager departs LIC

KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... responsibility for TGG, it said in company filings. Sartori will also co-lead the portfolio management of the unlisted trust, Morningstar said. Here he will be supported by Alan Chua who is also based in Singapore and will be the fund's other co-lead. ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Managed Portfolios on Panorama. The managed accounts in the Multi-Sector Series Portfolios will rely on Morningstar investment advice in relation to asset allocation and investment selection. BT Investment Solutions will provide governance and oversight ...

Funds management excellence to be recognised

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... First State Investments Perpetual Investment Management Limited Multi Asset - Real Return MLC Morningstar Investment Management Australia Limited Perpetual Investment Management Limited International Equities - Emerging Markets and Regional Fidelity ...

Boutique hires from Ellerston Capital

KANIKA SOOD  |  WEDNESDAY, 9 OCT 2019
... and Lonsec. They are currently going through their yearly reviews. Bell says the firm is in an ongoing dialog with Morningstar. Retail, insto split The firm had $2.5 billion in assets under management at September end, after adding about $500 million ...

Portfolio manager resigns from First State Investments

KANIKA SOOD  |  TUESDAY, 1 OCT 2019
... have high confidence in Prew-as well as the broader team--to continue delivering for investors over the long term," Morningstar analyst Andrew Miles said in a note, retaining the fund's rating. "The strategy remains an excellent option for global ...

Paradice portfolio manager departs, US office closed

KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... and two in Denver. He will also have access to Paradice's recently-formed global emerging markets team, according to Morningstar. "Given the evolution of the business, a decision was made to consolidate the offices to improve communication and the speed ...

Australia investor friendly, not consumer friendly: Report

ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
Morningstar research has revealed Australia is one of the most investor friendly nations in the world when it comes to fees and expenses. However, consumers may be getting the short end of the stick when it comes to fees and charges. The Global Investor ...