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Showing 171 - 180 of 829 results for "Morningstar"

Active fund managers historically underperform: SPIVA

KARREN VERGARA  |  WEDNESDAY, 15 MAR 2023
... more than 50% of funds have either merged or liquidated over a 15-year horizon in all but one reported category. New Morningstar research notes also suggest that numerous listed active fund managers continue to struggle not only over an extended period ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

Lazard Asset Management slashes fund fees

CHLOE WALKER  |  MONDAY, 13 FEB 2023
... to third party data," Lazard Asset Management said. "All three funds also strongly outperformed the median of the Morningstar Large Cap Value Peer Group, with the Select Australian Equity Fund being the leading fund in this peer group, based on Morningstar ...

Things to watch this reporting season: Morningstar

ANDREW MCKEAN  |  MONDAY, 13 FEB 2023
... Reserve Bank of Australia (RBA) continues to hike rates, the market should brace for a potential slowdown in 2023, Morningstar says. Morningstar warned of the looming impact of the RBA's aggressive interest rate hikes, saying the Australian economy is ...

HUB24 launches new ESG ratings

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
HUB24 has launched additional ESG ratings on its platform, following a collaboration with Morningstar and Responsible Investment Association Australasia (RIAA). The new functionality provides advisers with access to "data-driven insights" and reporting ...

BlackRock rethinks fundamental equities, PMs depart

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... of 19 investors that have a long-standing performance track record, and received the highest ratings available from Morningstar, Zenith and Lonsec," the spokesperson said. As a result, three of the four portfolio management team members for the High ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... unlisted managed fund structure, which has sustained all-time record outflows so far in 2022. According to data from Morningstar, ETFs have received net inflows of $12 billion in the year to October 2022, compared to $25 billion in net outflows in unlisted ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
Morningstar Australia has announced a restructuring of its manager selection and portfolio management team, bidding farewell to its longstanding director of manager research. The financial services firm said its manager selection sector, which previously ...