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Showing 471 - 480 of 836 results for "Morningstar"

Morningstar introduces global risk model

ALEX BURKE  |  THURSDAY, 7 JUL 2016
Morningstar has launched its first global risk model for investors. The risk model is targeted at equity portfolios at the outset, but Morningstar plans to expand to other asset classes in the future. It currently evaluates over 40,000 stocks and 10,000 ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE  |  FRIDAY, 24 JUN 2016
Commonwealth Bank has reappointed Morningstar Australasia as primary investment research provider for its wealth management advice licensees - Commonwealth Financial Planning, Financial Wisdom and BW Financial Advice. From 1 September 2016, Morningstar ...

Objectives-based investing under the spotlight

DARREN SNYDER  |  TUESDAY, 21 JUN 2016
... about $10 billion yet risk and return outcomes are not necessarily living up to expectations. Investment researcher Morningstar says in a new white paper that investor experiences with objective-based managed funds have, to date, been worse than reported ...

IOOF appoints direct equities head

ALEX BURKE  |  MONDAY, 6 JUN 2016
... strengthened its research function through a combination of recruiting additional experienced staff and partnering with both Morningstar, for direct equities support, and Lonsec for managed funds support to provide additional capabilities. "The IOOF ...

Foreign managers priced out of super

ALEX BURKE  |  MONDAY, 30 MAY 2016
... initial trajectory." These findings were echoed in a report developed jointly by the Financial Services Council and Morningstar, which said: "Investment management fees charged in Australia are among the world's lowest (if not the lowest)... The FSC ...

Robo advice set to fail: Morningstar

KERRIE SYDEE  |  FRIDAY, 20 MAY 2016
Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...

Government bonds no longer a safe bet

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
... multi-asset at Schroder Investment Management Australia. Speaking as part of an asset allocation panel at the 2016 Morningstar Investment Conference, Stevenson argued that risk outweighed reward for those looking towards government bonds as portfolio ...

PIMCO Income fund launched in Australia

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... officer, Dan Ivascyn, and Alfred Murata, a managing director at PIMCO's Newport Beach office, both of whom were named Morningstar's 2013 Fixed Income Managers of the Year in the US. PIMCO has offered this strategy to investors in the US since 2007 and ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
... Associates Australia has announced it will rebrand under its parent company. From July 1, Ibbotson will be renamed Morningstar Investment Management Australia, a move that Ibbotson managing director Chris Galloway said is a "further step in uniting our ...

Super the bedrock for multi-sector funds

DARREN SNYDER  |  THURSDAY, 24 MAR 2016
... proven themselves as "the bedrock contributor" for positive flows in to multi-sector funds, according to the latest Morningstar data. The firm's fourth annual Global Asset Flows Report shows the AustralianSuper Balanced fund topped local multi-sector ...