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Showing 401 - 410 of 836 results for "Morningstar"

Global manager sells local boutique stake

KANIKA SOOD  |  MONDAY, 8 OCT 2018
... team will own 90% of the firm's equity with the remaining spread across a few minority shareholders, according to Morningstar analyst notes. PAC owned a stake in Celeste for nine years. However, it did not provide any operational or distribution services ...

Glut of underperformance in managed funds: Research

KANIKA SOOD  |  TUESDAY, 25 SEP 2018
... to hit benchmark returns over a 10-year horizon, according to new analysis by InvestSMART. The researchers modelled Morningstar data for 5297 manager funds that have a track record of 10 years. They found about 78% of these funds underperformed their ...

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
Commonwealth Bank's executive manager of research has resigned to take up a role at Morningstar, the two companies confirmed. After 11 years in the role, Aman Ramrakha will now join Morningstar as director, manager research ratings APAC. He will ...

Kapstream renews industry fund relationship

DARREN SNYDER  |  THURSDAY, 30 AUG 2018
... those investors able to take a slightly longer-time horizon with their investments," Bloom said. Earlier this year, Morningstar re-rated the Kapstream Absolute Return Income Fund from bronze to neutral. At the same time it talked up the fixed interest ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... Standard, HUB24 chief executive Andrew Alcock confirmed the firm would manage investment options alongside giants such as Morningstar and Lonsec in its new core platform offering. "The standard investment offerings in the core offer are a well-regarded ...

Pendal appoints head of distribution

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... BT Investment Management, announced it appointed a new head of distribution in Australia. Anthony Serhan joins from Morningstar where he was managing director of research strategy for Australasia, and was responsible for the development of research and ...

BNP Paribas AM sells Arnhem stake, appoints new investment manager

JAMIE WILLIAMSON  |  WEDNESDAY, 1 AUG 2018
... Equity Benchmark Insensitive Trust will be offered to retail investors. The existing fund is currently under review by Morningstar, with the ratings house saying it will determine whether to maintain coverage of the new strategy in the coming weeks.

Aussie instos buy ex-US value story

DARREN SNYDER  |  THURSDAY, 26 JUL 2018
The top US-based international equities fund manager for 2017 believes value stocks are best found outside its home nation. Rated by Morningstar's US office as the top international stock fund manager last year, Causeway Capital dedicates its recent ...

Perpetual launches ethical fund

KARREN VERGARA  |  THURSDAY, 14 JUN 2018
... told Financial Standard that after engaging directly with financial advisers and research houses such as Lonsec and Morningstar, it became clear there's an absence of choice in the fixed income space for ethical or SRI funds. "We're seeing a ...

Instos partner with Canadian government

JAMIE WILLIAMSON  |  THURSDAY, 7 JUN 2018
... management via an internship program for female university students in developing markets. For context, a 2015 study by Morningstar of the US funds management industry found that less than 10% of fund managers are female, with only 184 of the 7000 mutual ...