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Showing 141 - 150 of 708 results for "Morningstar"

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ...

Departure at Perpetual small caps team

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... analyst last year to assist lead manager Jack Collopy in 2019 after seven years at UBS's small-cap sales desk, Morningstar said. He left the team on December 9, Morningstar said in a note while holding the fund's rating steady at neutral. Perpetual ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... to increasing investor expectations around environmental, social and governance (ESG) and stewardship disclosure. Morningstar director of manager research for Australia Grant Kennaway told Financial Standard the results are not unexpected but disappointing ...

Pinnacle executive director steps back

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... early days. In March last year, Whittingham handed the head of retail role to Ramsin Jajoo, who joined the firm from Morningstar. At the time Pinnacle said, Whittingham would focus on corporate strategy, distribution and global expansion of Pinnacle ...

Vanguard, Fidelity, BetaShares rank low on ESG: Report

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
New research from Morningstar has attempted to wade through the greenwashing in funds management based on managers' overall commitment - with some surprising results. The research looked at more than 100 strategies and 40 asset managers to provide ...

Morningstar adds ESG to analysis

ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
... into its analysis of funds, asset managers and individual stocks, calling out subpar approaches to ESG. As a part of Morningstar's ESG Commitment Level evaluation, research analysts will rate the investment strategy on process, resources and the asset ...

Morningstar's conviction weakened on BlackRock fund

ANNABELLE DICKSON  |  FRIDAY, 6 NOV 2020
Morningstar has dropped its rating for BlackRock's Concentrated Industrial Share Fund to neutral. The fund's lead portfolio manager Charles Lanchester and team have added a total return portfolio and a long-short offering to the fund, but Morningstar ...

Industry fund flags fee cuts

ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
... $50,000 invested dropped from $785 pa to $620 pa. Recently, four of Sunsuper's investment options were downgraded by Morningstar after revising its ratings framework. Morningstar said despite the placing an emphasis on benchmark relativities, Sunsuper ...

AMP valued at $1.85 per share

ELIZA BAVIN  |  MONDAY, 2 NOV 2020
... opportunities. AMP's heritage brand was badly damaged from the Royal Commission which has led to large net outflows, Morningstar said. "Despite AMP's strong market position in a long-term growth industry, large distribution network and offshore ...

Perpetual equities fund cops ratings downgrade

KANIKA SOOD  |  MONDAY, 26 OCT 2020
... a $3.3 billion concentrated equities strategy managed by Perpetual's Paul Skamvougeras was downgraded to bronze at Morningstar. The Perpetual Wholesale Concentrated Growth Equity Fund invests in 20 to 45 Australian stocks, chosen with a value and balance ...