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Showing 31 - 40 of 51 results for "Morningstar Australasia"

Morningstar hires insto business development head

ALEX BURKE  |  THURSDAY, 24 NOV 2016
Morningstar Australasia has appointed a new director of institutional business development. James Louw previously worked at Morningstar from 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming ...

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
... performance to better reflect a fund's flows and, in most cases, investors' actual returns lag total returns. Morningstar Australasia director of manager research, Tim Murphy, told a briefing in Sydney yesterday that post-GFC there has been an increasing ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
... Infocus would launch a direct-to-consumer advice service using Ibbotson's investment management services. Morningstar Australasia chief executive Heather Brilliant said at the time that using Ibbotson's (and Morningstar's) services would help Infocus ...

Super the bedrock for multi-sector funds

DARREN SNYDER  |  THURSDAY, 24 MAR 2016
... (ETP) asset flows, showed that total flows had dropped in 2015, from US$1.4 trillion to US$949 billion. Morningstar Australasia director of manager research Tim Murphy said 2015 brought growing uncertainty for markets worldwide, fuelled by changes in ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... from direct consumers who may also need more personalised financial advice at some point in the future." Morningstar Australasia chief executive Heather Brilliant said the deployment of the wealth forecasting engine will enable Infocus' clients to "more ...

Morningstar appoints head of sales and distribution

MARK SMITH  |  MONDAY, 1 FEB 2016
... "Heather will be a key member of our management team in Australia, and I'm excited to be working with her," Morningstar Australasia chief executive Heather Brilliant said. "She's a senior business leader with a proven track record in sales leadership ...

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
... suggest there is a higher likelihood that people will run out of money before they die," Serhan said. Morningstar Australasia chief executive Heather Brilliant said the firm was readying to ramp its retirement solutions research in Australia. "As we ...

Vanguard is Morningstar Fund Manager of the Year

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
Vanguard Investments Australia has been awarded 2015 Fund Manager of the Year by Morningstar Australasia. Morningstar chose Vanguard due to its "disciplined approach, low costs and low portfolio turnover" delivering strong investor outcomes in a year ...

Morningstar launches stewardship ratings in Australia

STAFF WRITER  |  TUESDAY, 24 JUN 2014
Independent investment research Morningstar Australasia has launched stewardship ratings for Australian and New Zealand stocks. The ratings assess a firm's stewardship of shareholder capital as exemplary, standard, or poor. In the initial allocations ...