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Showing 251 - 260 of 836 results for "Morningstar"

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 ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
With the October 2021 deadline for ASIC's new product design and distribution obligations fast approaching, Morningstar has released a new solution. "The most meaningful way to keep regulatory compliance costs low for industry participants and consumers ...

Hyperion ETF goes live

ANNABELLE DICKSON  |  TUESDAY, 23 MAR 2021
... earnings, low debt, high interest cover, sustainable competitive advantages, and strong free cash flow. In addition, Morningstar recently upgraded the Hyperion Small Growth Companies to the esteemed gold rating from silver.

Changes on Lazard Aussie equities fund

KANIKA SOOD  |  THURSDAY, 18 MAR 2021
... as an analyst on the team. She previously worked at long/short value hedge fund in the United States, according to Morningstar which has retained its bronze rating on the fund after the personnel changes. The fund is offered by Lazard Asset Management ...