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Showing 141 - 150 of 275 results for %22Morningstar Direct%22

Investment management industry needs overhaul: CFA

KARREN VERGARA  |  MONDAY, 10 APR 2017
... new global investment era," CFA Society Sydney president and managing director of research strategy, Asia Pacific at Morningstar, Anthony Serhan said. "As the drivers of this transformation, industry leaders hold our profession's future in their hands. ...

PIMCO fund "Highly Recommended"

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... inflows in 2016, outpacing all other actively managed stock and bond mutual funds in the US - according to the Morningstar Direct US Asset Flows Update as at January 2017. PIMCO head of Australia and New Zealand, Adrian Stewart, said: "With volatility ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... Anne-Marie Esler. Matt has previously been head of adviser services at Ibbotson Associates (now fully integrated under the Morningstar brand) and head of technical services at Advance Asset Management. He is also a former co-owner at Midwinter Financial ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... managed funds, 17 exchange traded funds and a range of separately managed accounts. *Source: Vanguard analysis of Morningstar data, as at 31 December 2016.

Financial advisers losing communication battle

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... value to clients if they are to remain relevant in an automated world. Speaking at a media roundtable, newly appointed Morningstar chief executive Kunal Kapoor told reporters that one of the biggest issues facing the future of financial advice is a communication ...

Aussies attempt CFA in record numbers

JAMIE WILLIAMSON  |  MONDAY, 30 JAN 2017
... December 2015. Globally, the number grew by 14% to 59,627 - and more than 25,000 passed. CFA Society Sydney president and Morningstar managing director research strategy, Asia-Pacific, Anthony Serhan, said the growth in Australia is indicative of the ...

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
Investment researcher Morningstar Australasia expanded its research team with the appointment of former Challenger national key account associate and analyst Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including ...

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
Morningstar Australasia has appointed a new director of institutional business development. James Louw previously worked at Morningstar from 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming ...

Investors expect gender diversity: CFA

KERRIE SYDEE  |  FRIDAY, 11 NOV 2016
... addressing the chronic issue of gender disparity in the investment management industry," CFA Society Sydney president and Morningstar managing director, research strategy Asia Pacific, Anthony Serhan said. "CFA is also under-represented in terms of female ...

Antipodes LIC aims to raise $200m

MARK SMITH  |  MONDAY, 15 AUG 2016
... All Country World Net Index (-0.6%). It also ranked second out of a pool of 54 global equity funds in the June 2016 Morningstar Australian Institutional Sector Survey. The initial public offering is seeking to raise up to $220 million for the LIC, with ...