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| | | ... matters across its domestic and global equities funds as well as the Alphinity Sustainable Share Fund. Research house Morningstar commenced covering the Sustainable Share Fund in its latest Australian Equities Sector Wrap, giving the fund a bronze ra ... |
| | | | Morningstar's latest report card for Australian equities funds has downgraded more funds, including strategies from Pendal and Fidelity, than it upgraded. Morningstar's latest Australian Equities Sector Wrap downgraded 10 funds, upgraded nine and commenced ... |
| | | | ... other associate-level additions to the consulting team include: Jenny Li, who has previously worked at UniSuper and Morningstar, and Sorin Zota, who has worked at Mercer and LaSalle Investment Management. In business development, Frontier has hired Caryn ... |
| | | | A new report from Morningstar has explored how ETFs performed in stressed market environments during February and March 2020, revealing liquidity suffered. ETFs, despite their reputation as extremely liquid instruments, could not escape the market turmoil ... |
| | | | ... reported a record $1.8 billion of inflows throughout the December quarter but AMP Capital missed out on the rush. Morningstar's latest Sustainable Investing Landscape for Australian Fund Investors revealed AMP Capital, Pendal and Perpetual struggled ... |
| | | | Morningstar has appointed Aman Ramrakha as a director of manager selection services, as it looks to grow its implementation business. In his most recent role, Ramrakha was Morningstar's director, manager research ratings for APAC. The firm will recruit ... |
| | | | ... services at Milliman, general manager of sales and marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said Whelan's appointment comes as WealthO2 ... |
| | | | ... highest outflows for a calendar year. Mutual funds are still roughly three times the size of ETFs in the United States, Morningstar said, But when it comes to 2020 flows, there was a stark contrast in the two fund types. ETFs set a new record for the ... |
| | | | Morningstar has launched a new platform that helps advisers, traders and market analysts stay on top of market movements. Morningstar Market Monitoring provides real-time data, market insights and newsfeeds. The platform has 40 configurable web components ... |
| | | | ... analyst last year to assist lead manager Jack Collopy in 2019 after seven years at UBS's small-cap sales desk, Morningstar said. He left the team on December 9, Morningstar said in a note while holding the fund's rating steady at neutral. Perpetual ... |
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