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Showing 481 - 490 of 836 results for "Morningstar"

Hyperion named Fund Manager of the Year

MARK SMITH  |  MONDAY, 7 MAR 2016
Hyperion Asset Management has been named Australian Fund Manager of the Year at the Australian Morningstar Awards. The Australian equity house also took home two category awards for Domestic Equities and Domestic Equities - Small Cap. Morningstar praised ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... Non-aligned wealth manager Infocus is launching a direct-to-consumer financial advice solution in May that will incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. ...

Sustainalytics sets up shop in Australia

ALEX BURKE  |  THURSDAY, 18 FEB 2016
... its Sydney office. The company, which has provided responsible investment research to clients including BNY Mellon, Morningstar and ING Investment Management, said this move "expands Sustainalytics' global footprint and enables the firm to better serve ...

CFA societies launch advocacy council

DARREN SNYDER  |  FRIDAY, 12 FEB 2016
... business 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 ...

Morningstar appoints head of sales and distribution

MARK SMITH  |  MONDAY, 1 FEB 2016
In her new role, Heather Dawson oversees Morningstar's sales and distribution efforts in Australia and New Zealand. Dawson has more than 20 years' experience in business leadership roles in the financial services industry in Australia and the United ...

Martin Currie argues for multi-assets in retirement

DARREN SNYDER  |  MONDAY, 1 FEB 2016
... income from capital, and avoid costly capital drawdowns during equity downturns." Yet recent research published by Morningstar argues a balanced portfolio is the right retirement mix. The Martin Currie paper was released by chief investment officer Reece ...

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
The latest research paper by Morningstar confirms balanced investment portfolios are most likely the best option for Australians when considering all the trade-offs around retirement income. Looking at the probability of successful withdrawal rates ...

S&P launches long-term sustainability index

ALEX BURKE  |  MONDAY, 25 JAN 2016
... environmental, social and governance (ESG) evaluations, collectively called the Corporate Sustainability Assessment (CSA). Morningstar has also introduced ESG ratings, based on scores provided by ESG researcher Sustainalytics, for managed and exchange-traded ...

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 ...

Vanguard notches fourth successive year of record inflows

MARK SMITH  |  TUESDAY, 19 JAN 2016
... investors have become less convinced that performance is worthy of the higher fees. Some in the industry, including Morningstar director of global ETF research Ben Johnson, believe the move towards passive investment has changed the complexion of the ...