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Showing 361 - 370 of 4124 results for "Analyst"

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... Morningstar will introduce the Medalist Rating system (Gold, Silver, Bronze, Neutral or Negative) to replace the incumbent Analyst Rating. The methodology behind a rating will not change as the three pillars of People, Process and Parent still apply. ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... Group saw the latter delist at the start of the year. This frenetic pace of change in the sector has flipped investor and analyst sentiment. This time last year, Morningstar was confident that listed managers Magellan, Pinnacle and Platinum would overcome ...

ASX chief churn increases: Analyst

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
... experiencing a high turnover in chief executive and investors should be on the lookout. Pendal Australian equities investment analyst Elise Mckay explained the spate of leadership changes can be a warning sign of underlying issues. "There's been a massive ...

CFA Institute unveils major program overhaul

ANDREW MCKEAN  |  MONDAY, 27 MAR 2023
... management segment, worth US$130 trillion. Wiese noted the program now includes new modules on Financial Modelling, Python, and Analyst Skills to provide candidates with practical knowledge that can be applied on the job.

US Fed hikes rates amid banking turmoil

ANDREW MCKEAN  |  THURSDAY, 23 MAR 2023
Amid banking turmoil, the US Federal Reserve announced a rate hike to combat inflation. Recent economic indicators revealed modest growth in US spending, production, and strong job gains, with low unemployment and persistent inflation concerns. As such ...

Spirit Super appoints deputy chief investment officer

ELIZABETH FRY, JAMIE WILLIAMSON  |  FRIDAY, 17 MAR 2023
... QIC as senior portfolio manager in the multi-assets solutions team. He previously worked there from 2003 to 2010 as an analyst and portfolio manager. He joined Frontier two years ago and has also previously held roles with Cbus and Vanguard. Frontier ...

Aware Super restructures investment team

ELIZABETH FRY  |  FRIDAY, 17 MAR 2023
... director at ROC Capital and an associate director at Macquarie Bank. Previous roles include a consultant at Mercer and an analyst at Towers Perrin. Misev - who has worked at Aware Super for eight years - is responsible for the fund's property strategy ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
... 0.275% per annum, which includes GST. From May 2023, Morningstar will introduce the Medalist Rating to replace current the Analyst Rating that uses a gold, silver and bronze grading system. The aim is to provide a single, forward-looking rating for financial ...

Perpetual profits halve post-Pendal deal

CASSANDRA BALDINI  |  THURSDAY, 23 FEB 2023
... deeper into the Pendal acquisition, Perpetual has drawn debt of $769 million, with undrawn facilities of $75 million. At an analyst briefing, Adams said management was not a believer in a merger of equals - that there needs to be a party in control. ...

Reporting season may prove dramatic: UBS

CASSANDRA BALDINI  |  TUESDAY, 14 FEB 2023
Ongoing rate hikes will add a little drama to this year's reporting season; however, experts say things might be looking up for active stock pickers. UBS explained this is due to markets exiting the macro-driven stage of the market cycle and transitioning ...