Search ResultsShowing 21 - 30 of 100+ results for "Morningstar"
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
... 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 been ...
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 ...
Link to something URBhZDkp