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Showing 241 - 250 of 829 results for "Morningstar"

AMP Capital shutters dud fund, Naeimi departs

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... investor returns. The fund suffered in February and March 2020 but its performance had since climbed back, according to Morningstar data. The most recent fund update shows it returned 23.67% year on year in March 2021, and 5.71% gross of fees since inception ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

Morningstar executive joins JANA

ANNABELLE DICKSON  |  MONDAY, 26 APR 2021
Morningstar's former director of risk management in Asia Pacific has been appointed as a consultant in JANA's operational consulting team. Eleanor Cheng has over 15 years' experience in operational risk management and prior to joining Morningstar was ...

Macquarie-linked fund manager shutters

KARREN VERGARA  |  MONDAY, 26 APR 2021
... foreign exchange forward contracts with exposure to developed market and emerging market currencies. According to Morningstar data, the four-year-old strategy has consistently underperformed its benchmark of the Reserve Bank of Australia cash rate, returning ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... unnecessary cost or complexity. Today's announcement represents another step forward in achieving this." Last month, Morningstar also announced a DDO solution that will allow Target Market Determination (TMD) data to be backed by the 8300-unit prices ...

Rest appoints head of investment strategy

KANIKA SOOD  |  TUESDAY, 13 APR 2021
... head of capital markets. Andrew Thomas will report to Rest's chief investment officer Andrew Lill, who joined from Morningstar last year. Thomas most recently worked at BlackRock Investment Management. Prior to this, he worked at insurer QBE for nearly ...

ETP demand soars, unlisted unit trusts retract

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... of Japan's ongoing ETF purchase program directed toward fighting prolonged deflation in the Japanese economy. Morningstar director of ETF research Asia Jackie Choy said: "In 2020, assets in Asia-Pacific strategic-beta ETPs grew marginally slower ...

ARK Innovation ETF cops neutral rating

KARREN VERGARA  |  TUESDAY, 13 APR 2021
... performance, star fund manager Catherine Wood's ARK Innovation ETF has been slapped with a neutral rating from Morningstar. Morningstar strategist Robby Greengold said personnel issues and lax risk controls could be the fund manager's undoing. ...

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Elston Asset Management has made two additions to its distribution team, hiring from Morningstar and Lonsec. Samantha Woodham has joined as a senior business development manager for Queensland and Western Australia. She was previously at Morningstar ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... gearing up for DDO to come into effect and has developed solutions to assist advisers in meeting the obligations. Morningstar today announced a solution that will allow Target Market Determination (TMD) data to be backed by the 8300-unit prices daily ...