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Showing 231 - 240 of 829 results for "Morningstar"

AMP Capital GEFI sold to Macquarie

JAMIE WILLIAMSON  |  THURSDAY, 8 JUL 2021
... integration." Once completed, Macquarie Asset Management expects to have total AUM of $720 billion. The news came as Morningstar lowered its cumulative earnings estimate for AMP Capital by about 20% on the back of AUM losses. Looking specifically at ...

Franklin Templeton shutters fund

KANIKA SOOD  |  MONDAY, 21 JUN 2021
... the fund's FUM in the near term that it is in the best interests of all unitholders to wind up the fund," said Morningstar in a research note. The fund was offered in two share classes which together had about $77 million in assets. It was managed ...

ASIC drops Regal action

ANNABELLE DICKSON  |  WEDNESDAY, 16 JUN 2021
... May. The fund has since regained significant losses and is returning 21.20% over the financial year, according to Morningstar data.

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... end June 30, but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under review following the leadership change. "Going forward the strategy will ...

Lessons from GPIF: Mizuno

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... owners to take climate policy matters into their own hands if their governments are unwilling to do so. Speaking at the Morningstar Investment Conference, United Nations special envoy on innovative finance and sustainable investments Hiro Mizuno was ...

Investors move to thematic funds

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
... showing stellar results through the pandemic but performance over the long term is lacklustre, new research shows. Morningstar's latest Global Thematic Funds Landscape Report revealed assets in thematic funds in Australia grew 160% over a year to US$2 ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...

Research firm launches, hires Macquarie exec

KARREN VERGARA  |  MONDAY, 10 MAY 2021
... told Financial Standard that Inalytics' function is twofold, making it different to other research houses like Morningstar and Zenith. Inalytics works with asset owners like super funds and sovereign wealth funds, as well as fund managers, Goodman ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
Morningstar Australasia has appointed a director of manager research ratings, after Aman Ramrakha moved to a different role. Annika Bradley is currently an independent financial services consultant with Lodrino, providing investment consulting and management ...

Centrepoint Alliance hires from Morningstar

ELIZABETH MCARTHUR  |  FRIDAY, 7 MAY 2021
... Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to ...