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Showing 31 - 40 of 45 results for "Morningstar Direct"

Morningstar to cease in-house credit research

KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... advisers through two main offerings: the Adviser Research Centre (ARC) which offers research, data and tools and Morningstar Direct, which helps advisers or licensees construct client portfolios and monitor approved product lists. It reaches about 60% ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
BT Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...

Morningstar director joins BondAdviser

HARRISON WORLEY  |  MONDAY, 6 MAY 2019
A Morningstar director has joined BondAdviser as the firm plans to build out its investment management capability. BondAdviser confirmed John Likos has joined as director of investment management. Most recently director of equity and credit research ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
UBS will use Morningstar to provide securities pricing and industry news on its platform that five large superannuation funds use for their direct investment options. In an arrangement signed off six weeks ago, Morningstar replaced Reuters, which had ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
AMP appointed Morningstar as its external research provider to advice licensees. Working with AMP's existing in-house advice research team, Morningstar will provide a range of services to enhance investment research and governance across approved product ...

Morningstar creates carbon risk investment tool

DARREN SNYDER  |  WEDNESDAY, 2 MAY 2018
Investors measuring carbon risk in portfolios have a new tool to score carbon exposure across 30,000 funds globally. Introduction of the Morningstar portfolio Carbon Risk Score aims to move beyond carbon footprinting to provide an assessment of carbon ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...

PIMCO fund "Highly Recommended"

DARREN SNYDER  |  TUESDAY, 4 APR 2017
... inflows in 2016, outpacing all other actively managed stock and bond mutual funds in the US - according to the Morningstar Direct US Asset Flows Update as at January 2017. PIMCO head of Australia and New Zealand, Adrian Stewart, said: "With volatility ...

UBS Microcap fund added to Macquarie Wrap

MARK SMITH  |  MONDAY, 25 JUL 2016
The UBS Microcap fund has been approved for inclusion on all the menus on adviser platform Macquarie Wrap. Established only 18 months ago, the UBS Microcap Fund gives investors access to an actively managed, diversified portfolio with some of the fastest ...