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Showing 31 - 40 of 829 results for "Morningstar"

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
In 2019, then APRA chair Wayne Byres had a blunt message for superannuation funds: "Are you going to get better, or are you going to get out?" The question marked the decisive shift in the regulator's tone, making its agenda explicit: super funds ...

Morningstar boosts analyst team

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025
Morningstar Australasia has bolstered its manager research team with two new hires. Eun Sub Kim joins as senior manager research analyst for fixed interest, reporting to Thomas Dutka. He was most recently at Mercer as a market strategist and investment ...

Aussie executive tapped for top Kiwi job

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... business development, he covered both the institutional and wholesale markets. Before that, he spent nine years at Morningstar, running the firm's alternative investment funds. Before that, he did a stint as a senior analyst at Ellerston Capital ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
Morningstar will offer issuer-initiated ratings in Australia starting June 2026, under which fund managers and financial product issuers will pay a fee to the research house for a rating. Morningstar said this is consistent with the prevailing market ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
Morningstar will kick start ratings coverage of Australian private credit and private equity funds from next year, picking Metrics Credit Partners for its first assessment. The research house said that while the private credit ratings will be available ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... also served as an economist at the Reserve Bank of Australia. In its most recent note on Magellan, dated November 17, Morningstar said the group is exposed to several ESG risks, "such as data breaches, conflicts of interest or misconduct that could result ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... positioned to continue driving momentum within the business." Prior to joining Milford, van Berlo spent six years with Morningstar Australia as head of adviser distribution, investment management. He was responsible for servicing a national footprint ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... continued to outperform their actively managed counterparts across major segments over the past year, according to Morningstar's latest Active/Passive Barometer. The study spanned over 800 open-ended strategies in Australia across nine categories including ...

First Sentier Group to combine investment affiliates

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... said. The decision follows the departures of David Gait, Sashi Reddy and Sujaya Desai in August. Upon their exit, Morningstar reviewed the rating for the Global Emerging Markets Leaders Fund, with the research house saying the departures "raised concerns ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... developed market equities. The Blended Global Equities Hedged MPS Fund has about $56 million in net assets, according to Morningstar, while the Guardcap Global Equity MPS Fund has about $107.5 million. T. Rowe Price's strategy has about $97.8 million ...