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Showing 11 - 20 of 37 results for "Morningstar Investment"

Morningstar creates chief ratings officer role

KARREN VERGARA  |  FRIDAY, 23 OCT 2020
... a director of exchange-traded fund analysis, investment manager, and president and investments chief of Morningstar Investment Services. Ptak's most recent role was global director of manager research, overseeing the global manager-research team ...

Disruption not sustainable: Schroders

ANNABELLE DICKSON  |  MONDAY, 12 OCT 2020
... sectors like technology are likely to be disrupted themselves, according to Schroders. Speaking at the Morningstar Investment Conference, Schroders head of Australian equities Martin Conlon said sectors like healthcare and technology make money because ...

Effects of ERS not so bad: Grattan

ELIZA BAVIN  |  THURSDAY, 8 OCT 2020
... Release of Super scheme will not have too great of an impact on retirement outcomes. Speaking at the digital Morningstar Investment Conference, Grattan Institute chief executive Danielle Woods said the ERS scheme was incredibly important in providing ...

Rest names chief investment officer

JAMIE WILLIAMSON  |  MONDAY, 29 JUN 2020
A former Morningstar investment lead has been appointed inaugural chief investment officer of the $54 billion industry superannuation fund. Rest has named Andrew Lill as chief investment officer, joining from Morningstar Investment Management where ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Managed Portfolios on Panorama. The managed accounts in the Multi-Sector Series Portfolios will rely on Morningstar investment advice in relation to asset allocation and investment selection. BT Investment Solutions will provide governance and oversight ...

Funds management excellence to be recognised

JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... Colonial First State Investments Perpetual Investment Management Limited Multi Asset - Real Return MLC Morningstar Investment Management Australia Limited Perpetual Investment Management Limited International Equities - Emerging Markets and Regional ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... focus for CountPlus," CountPlus said in ASX filings on Friday. "The Countplus leadership team consider Morningstar Investment Management to be a logical successor for Privilege, given the historical links as the investment consultant for the underlying ...

Morningstar IM appoints regional chief investment officer

KANIKA SOOD  |  TUESDAY, 13 NOV 2018
A former Qantas Super portfolio manager is taking on the role of Morningstar Investment Management's chief investment officer for Asia Pacific. Matt Watcher will start in the role in late January 2019, based out of Sydney. He takes over from current ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... roles, including: chief executive of Morningstar Australasia; managing director, Ibbotson Associates (now Morningstar Investment Management). Prior to this, he also worked for investment research firm ASSIRT, AMP Consulting and Mutual Benefit Consulting. ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... amount of advised clients will be using managed portfolios in some form. Speaking in a panel session at the Morningstar investment strategy day in Melbourne, Entwistle said technology will also improve the customisation for both financial advisers and ...