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Showing 381 - 390 of 836 results for "Morningstar"

Morningstar director joins BondAdviser

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit research ...

Tribeca fund cops another departure, downgraded

KANIKA SOOD  |  WEDNESDAY, 17 APR 2019
... Fenton's co-portfolio manager Jun Bei Liu was appointed as sole manager for the long-short strategy. As a result, Morningstar has downgraded the strategy's rating to negative, taking the view that unexpected and ill-timed departures leave the strategy ...

Crestone builds investment team

KANIKA SOOD  |  TUESDAY, 9 APR 2019
The private wealth firm with $17 billion in assets under management has hired from JANA and Morningstar as it builds out its investment team. Stan Shamu is joining Crestone Wealth Management as a senior portfolio strategist from JANA Investment Advisers ...

Ironbark, Zurich shutter funds

KANIKA SOOD  |  FRIDAY, 5 APR 2019
... forward to introducing new and innovative investment products to our loyal advisers and investors." In a March 15 note Morningstar analyst Tim Wong said the fund was expected to make a fee cut in April to nudge it towards the $250 million AUM that would ...

JPMorgan portfolio manager leaves

KANIKA SOOD  |  TUESDAY, 2 APR 2019
A portfolio manager at a $460 million JPMorgan strategy has left, sparking a review of the strategy at Morningstar. The JPMorgan Global Macro Opportunities Fund has been managed by James Elliot and Shrenick Shah since they co-created the strategy in ...

New head of retail at Pinnacle

KANIKA SOOD  |  TUESDAY, 26 MAR 2019
Pinnacle Investment Management hired a new head of retail from Morningstar, as the incumbent moves his focus to corporate strategy. Ramsin Jajoo joined Pinnacle in February. He will manage a team of 16 and report to its founding managing director Ian ...

Morningstar distribution executive joins fund manager

JAMIE WILLIAMSON  |  FRIDAY, 1 FEB 2019
A $6 billion New Zealand-based fund manager has welcomed a head of distribution for Australia, joining from Morningstar. The manager also recently bid farewell to its chief executive. Morningstar's former head of adviser distribution Regan Van Berlo ...

Ironbark dumps investment manager

JAMIE WILLIAMSON  |  FRIDAY, 25 JAN 2019
... reflection of our commitment to ensure that our investment managers continue to meet the needs of current investors." Morningstar has placed the fund under review.

IOOF, ANZ deal not in best interests of members: Morningstar

JAMIE WILLIAMSON  |  WEDNESDAY, 16 JAN 2019
While IOOF remains confident it will be successful in acquiring ANZ's pensions and investments business, Morningstar is not convinced. Despite yesterday's news of amendments to the contract of sale agreed between IOOF and ANZ, the research house said ...

Morningstar names best performing funds in 2018

KANIKA SOOD  |  TUESDAY, 8 JAN 2019
Boutiques dominated Morningstar's list of best performing investment strategies for Aussie institutional investors, outstripping the median managers in their asset classes. Platypus, ECPAM and Hyperion were the best performing Australian shares strategies ...