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Showing 241 - 250 of 836 results for "Morningstar"

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 ...

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 ...