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| | | ... objectives and translate those goals into strategic asset allocation advice. Young joined Morningstar in 2007 as a senior data analyst based in the US. She eventually became director of manager research ratings, Asia Pacific, a position she was promoted ... |
| | | | ... most expensive quintile was hampered by higher fee share classes of existing funds provided by secondary distributors," analyst and report author Liem Nguyen said. "Although the underlying funds were mostly successful, the higher fees posed too much ... |
| | | | ... active funds not only for shorter periods but also through the trailing 10 years," Morningstar manager research senior analyst Zunjar Sanzgiri said. In the Australia equity income category, active funds won out over all time periods, providing excessive ... |
| | | | ... looking to get into that marketplace and serve Australian investors, and that's where our initial focus will be." An analyst asked Peters how the company is addressing underperformance; all funds except for the Platinum Asia Fund have underperformed ... |
| | | | ... QSuper to create Australian Retirement Trust. McQueen began his career in financial services as an equities dealer and analyst, working for several companies, including Goldman Sachs, JBWere, ANZ Trustees and Myer Family Investments. As a dealer/analyst ... |
| | | | The Federal Reserve cut interest rates overnight, in line with market expectations, but chair Jerome Powell faced a raft of questions over President-elect Donald Trump returning to the White House. The Fed continued its policy easing cycle with a 25 ... |
| | | | The local arm of the US-based Asena Family Office has snared the high-profile John Likos as its investment chief. Likos - who has over 20 years of experience in financial markets - joins from BondAdviser, an employee-owned financial services provider ... |
| | | | ... domestic and international conferences and industry events. Before joining the $46 billion Adelaide-based fund, as a senior analyst, James held roles at the Victorian Funds Management Corporation focused on investment risk, and built extensive international ... |
| | | | CommSec has named Ryan Felsman as the new chief economist after Craig James announced he would be stepping down after more than 22 years with the firm. Felsman has been with CommSec since 2017 as senior economist. Prior to that he worked at Colonial ... |
| | | | MLC Asset Management has awarded a mandate to a global investment manager, replacing Presima and BlackRock. Following a review of its global REIT strategy, the fund manager confirmed that NYSE-listed Cohen & Steers won a new mandate but did not disclose ... |
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