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Showing 371 - 380 of 836 results for "Morningstar"

Antares portfolio manager departs

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... S&P/ASX 200 Accumulation Index during the trailing three, five, and 10-year periods up to the end of November 2018, Morningstar analyst Andrew Miles said. He used short-selling, opportunistic trading and enhanced long positions alongside the traditional ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... These were offered to clients through HUB24 and are owned by CountPlus-owned licensee Total Financial Solutions (TFS). Morningstar has entered a binding agreement with TFS to take over the investment management of the model portfolios, and will pay $1 ...

GAM names local institutional business director

KARREN VERGARA  |  TUESDAY, 11 JUN 2019
... strategic relationships with clients and prospects for the firm's fixed income and equity products. She also worked at Morningstar, initially on the graduate training program, before becoming an analyst on the fund research team, where she covered ...

Downgrade follows fund manager YouTube apology

ELIZABETH MCARTHUR  |  FRIDAY, 7 JUN 2019
Morningstar has downgraded a hedge fund facing liquidity issues. The move follows a sombre apology to investors from the fund manager delivered via YouTube. Neil Woodford issued a YouTube apology to investors whose money is currently frozen in Woodford ...

Managed accounts provider recruits portfolio manager

KARREN VERGARA  |  MONDAY, 3 JUN 2019
... is part of financial services firm Elston, provides managed account solutions that oversee $1.5 billion in assets. Morningstar named Platypus, ECPAM and Hyperion as the best-performing Australian shares strategies in 2018. They returned 8.1%, 8% and ...

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
A global alternative beta fund manager has added a former Morningstar head of alternative investments to its Australian team. Capital Fund Management appointed Craig Stanford as director of investor relations for the firm's US$9.7 billion Australian ...

Active managers overcharge: Research

KANIKA SOOD  |  TUESDAY, 28 MAY 2019
... years to March and compared their performance to three indices (value, growth and multi-factor) depending on their Morningstar fund style classification. It found 48 to 94% of the returns for these funds could be attributed to the index instead of the ...

Morningstar adds Chi-X

KANIKA SOOD  |  FRIDAY, 10 MAY 2019
Morningstar has added Chi-X to its global market data solutions, giving investors access to data on investment products available through the exchange. Chi-X Australia's real-time data covers Australian cash equities, exchange-traded funds and transferable ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... Investors Mutual for over four years and held similar roles at Commonwealth Bank, ABN AMRO and Aspect Huntley (now Morningstar). "Tomas has a proven track record of generating alpha and we are delighted to have him join our team. Vertium aims to deliver ...

ANZ serious on cost cuts

ELIZABETH MCARTHUR  |  MONDAY, 6 MAY 2019
... and restructuring the workforce. The spokesperson commented the sale to IOOF may take some time due to legal action. Morningstar research previously found the acquisition is not in the best interest of members. The restructuring of the workforce has ...