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Showing 21 - 30 of 45 results for "Morningstar Direct"

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Monitoring is available via Morningstar Advisor Workstation and elements of the platform will be made available to Morningstar Direct users during the next year.

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...

AustralianSuper ratings slide at Morningstar

KANIKA SOOD  |  FRIDAY, 23 OCT 2020
AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...

Sunsuper cops rating downgrades

ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
All four of Sunsuper's superannuation investment options have had their ratings downgraded by Morningstar following its revised ratings framework. The $70 billion industry fund's balanced, growth, conservative and retirement options are now ...

Morningstar sticks to AMP Capital ratings

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ...

Behavioural tools to limit losses, fear

ALLY SELBY  |  THURSDAY, 14 MAY 2020
Market volatility is unavoidable, especially after a significant crash, but focusing on practical techniques to limit behavioural risk can help financial advisers limit the fear, anxiety and grief that they and their clients may be feeling. Behavioural ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...

Gender diversity remains static, women still disadvantaged

ALLY SELBY  |  TUESDAY, 3 MAR 2020
... run by people named Dave than women. "That is, there were 108 UK funds run by managers named David or Dave in Morningstar Direct-and only 105 funds run by women of any name," it said. In 2000, women made up 19.4% of passive fund managers in the US, compared ...

ETF popularity soars 52%

ALLY SELBY  |  FRIDAY, 28 FEB 2020
... playing a major role. The average fee for a strategic-beta ETF is 0.44% (as of December 2019, according to Morningstar Direct), which is only 0.08% higher than its traditional passive rival. "Another attractive feature of strategic-beta ETFs is that ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
Fund managers of active fixed income strategies are rethinking their pricing as financial advisers and institutional investors drive a harder bargain in a lower-returning world, and new retail opportunities beckon. Several fixed interest giants, including ...