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Showing 211 - 220 of 836 results for "Morningstar"

Morningstar cuts fair value estimate for Magellan

ELIZABETH MCARTHUR  |  TUESDAY, 21 DEC 2021
Morningstar cut its fair value estimate for narrow-moat Magellan Financial Group by 25% to $38 per share, after the fund manager lost a major mandate. That's according to a note from analyst Shaun Ler, who said the impact of St James' Place (SJP) cutting ...

Team turnover sees AMP Capital funds downgraded

ELIZABETH MCARTHUR  |  TUESDAY, 14 DEC 2021
AMP Capital has had two multi-sector funds downgraded from neutral to negative by Morningstar, with the research house citing staff turnover as the reason for the downgrades. The AMP Capital Core Retirement Fund and AMP Capital Multi-Asset fund were ...

Retirees require 3.3% drawdown: Research

KARREN VERGARA  |  WEDNESDAY, 1 DEC 2021
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio. Using the 3.3% rate over a 30-year time horizon, Morningstar found that newly minted retirees cannot safely withdraw 4% of their initial ...

Morningstar appoints head of business development

CHLOE WALKER  |  THURSDAY, 25 NOV 2021
Morningstar Australia has announced the appointment of Peter Bryant as the head of business development for Australia and New Zealand. Bryant will join Morningstar in mid-January and will lead the Morningstar sales team responsible for data, research ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... Growth Portfolio invests in five to 15 ethical ETFs across Australian equities, international equities and bonds. The Morningstar Australia Moderate Target Allocation NR AUD is the benchmark. The underlying ETFs must be sustainable, responsible, and ...

Willis Towers Watson expands investment team

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... Ksenia Zaychuk has been appointed as senior associate within the Australian client consulting team. She joins WTW from Morningstar, where she was a manager research analyst. Edward Huynh joins the equity research team, based in Sydney. He also joins ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
New analysis from Morningstar suggests Australia has "blown its opportunity" to improve portfolio holdings disclosures. "As an otherwise sophisticated market, it is remarkable that Australia has consistently ranked bottom of all major global markets ...

AMP continues to lose ESG investors

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... the booming sustainable investment trend, suffering outflows for the fifth consecutive quarter. According to a new Morningstar note, AMP lost $69 million over the September quarter thanks to corporate issues at parent company AMP and investment team ...

Governments must act on net zero: Morningstar

ANNABELLE DICKSON  |  WEDNESDAY, 3 NOV 2021
... to industry-led initiatives. Governments have been lagging and now need to align their commitments with industry," Morningstar director manager research Grant Kennaway said. "However, asset managers and their investors clearly want action on climate ...