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Showing 21 - 30 of 33 results for "Morningstar Australia"

Antipodes LIC aims to raise $200m

MARK SMITH  |  MONDAY, 15 AUG 2016
Sydney-based international equities boutique Antipodes Partners has launched its first listed investment company (LIC) to Australian and New Zealand investors. Antipodes Global Investment Company Limited (ASX: APL), which has a 'Recommended' rating ...

CFA societies launch advocacy council

DARREN SNYDER  |  FRIDAY, 12 FEB 2016
... projects, Wesfarmers Anthony Serhan - acting Council chair, president CFA Society Sydney, and managing director Morningstar Australia Dean Spicer - director CFA Society New Zealand, and head of capital markets - global markets, ANZ Thomas Tam - director ...

Economic experts still defensive in 2016

DARREN SNYDER  |  WEDNESDAY, 20 JAN 2016
A panel of economic experts has told Morningstar that financial markets may have been overreacting to volatility in the Chinese sharemarket, overplaying risks to respective economies. The discussion earlier this month also said Australia's economic ...

Hyperion closes funds to new investors

MARK SMITH  |  THURSDAY, 2 APR 2015
Hyperion Asset Management is soft-closing its retail funds and has already completely closed its institutional business to new inflows. The soft closure for retail investors will take effect as at 30 April 2015. The fund manager will no longer accept ...

Morningstar Australia announces 2013 award winners

MICHELLE BALTAZAR  |  MONDAY, 25 FEB 2013
Morningstar today announced the winners of its annual Australian Morningstar Awards 2013, with Perpetual Investments, Perennial Partners and Hyperion among the top recipients. Perpetual Investments scooped the main gong as the Morningstar Australian ...

Former Morningstar chief joins Sharesight

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
Andrew Bird, former chief executive of ratings house Morningstar Australia has shifted across the Tasman and joined the board of New Zealand-based portfolio management service firm, Sharesight, as executive director. Bird will lead the company's first ...

Morningstar to buy Ibbotson

... programs, the popular iPlan and enCorr software solutions, and retirement plan advisory services. Phillip Gray, Morningstar Australia's spokesperson, says it is too early to comment on the implications of the move to the local arm although the parent ...

Australian fund data added to Morningstar Direct

... both the US and Europe in March 2005 and had close to 800 registered users shortly after its inception. Morningstar Australia chief executive Scott Cooley says the product offers investment professionals unmatched access to the research house's investment ...

Morningstar announces major revamp of ratings

... to adopt a more unified approach as the group starts to deliver more global products. It also means that Morningstar Australia can import ratings of existing US products. "People will know a Morningstar rating is based on risk-adjusted returns over three ...

Morningstar launches next phase of its Adviser workstation platform

... include a shift in the overall asset allocation or a sudden underperformance of one of the portfolio's funds. Morningstar Australia's chief executive Scott Cooley highlights the ability of the module to examine more closely the true diversification of ...