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Showing 11 - 20 of 40 results for "Morningstar Investment"

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified, holistic portfolios comprising quality and ...

Lessons from GPIF: Mizuno

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... 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 asked what Australian ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... These include Australian managers such as Aberdeen Standard, Cbus, Franklin Templeton, J.P. Morgan, MFS, Morningstar Investment Management, Nikko AM, Pengana, PIMCO, RARE Infrastructure, Fidelity International and Vanguard, to name a few," Kennaway said. ...

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 ...