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Showing 21 - 30 of 51 results for "Morningstar Australasia"

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
... delivery of objective advice to AMP's licensee investment management committee. "We have worked closely with Morningstar Australasia to agree a robust and comprehensive suite of services and are confident they will support the investment needs of our ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... Brandweiner said. Serhan joined Morningstar in 2003 and has held several roles, including: chief executive of Morningstar Australasia; managing director, Ibbotson Associates (now Morningstar Investment Management). Prior to this, he also worked for investment ...

Thought leadership: Building portfolios for market crises

DARREN SNYDER  |  THURSDAY, 3 MAY 2018
... about what you're doing relative to the market," Walker says. READ: Building portfolios for market crises Morningstar Australasia senior analyst Kunal Kotwal says investor reaction times to market crises are critical to returns and the wrong choice made ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
A former head of adviser solutions at Morningstar Australasia is taking on a newly created role at Milliman. Andrew Whelan has been appointed as director, adviser services at the actuarial firm. He will be responsible for spearheading the development ...

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... spokesperson said the model will be rolled out in Australasia, although at an unconfirmed date. In November, Morningstar Australasia received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
Morningstar Australasia has received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

Morningstar Australasia managing director departs

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Heather Brilliant is leaving Morningstar Australasia and her successor has been named. Having led the local Morningstar business since 2014, Brilliant will relocate to New York to take up the role of managing director Americas for Colonial First State ...

ANZ launches global technology ETF

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
... tech names, and through an ETF they can do it easily and for a lower price than buying shares directly." Morningstar Australasia chief executive Heather Brilliant said the firm is pleased ANZ ETFS has licensed its Developed Markets Technology Moat Focus ...

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
Investment researcher Morningstar Australasia expanded its research team with the appointment of former Challenger national key account associate and analyst Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including ...