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Showing 31 - 40 of 70 results for "WIC"

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 ...

Chief economist update: Still the lucky country?

BENJAMIN ONG  |  FRIDAY, 19 OCT 2018
Financial markets remain in a state of flux as investors' chills appear to be multiplying on growing concerns over: Wall Street's heightened volatility, Fed rate rises and the risk of a policy mistake, Trump's protectionist policy, China's ...

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
Commonwealth Bank's executive manager of research has resigned to take up a role at Morningstar, the two companies confirmed. After 11 years in the role, Aman Ramrakha will now join Morningstar as director, manager research ratings APAC. He will ...

Aberdeen Standard launches AI-powered global equity fund

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
Aberdeen Standard Investments launched a new fund that uses active quantitative strategies powered by machine learning to identify sources of potential returns. Launched in Luxembourg, the Aberdeen Global (AG) Artificial Intelligence Global Equity SICAV ...

Fund manager boosts leadership

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
... oversees stock selection and portfolio construction. Westoz has managed funds since May 2005 for Westoz Investment Company (ASX:WIC) and since January 2008, for Ozgrowth (ASX:OZG). WFM said WIC returned 39.1% in FY18, while OZG returned 30.7%.

Morningstar fuels fund ratings with AI

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
Morningstar is using artificial intelligence to power its funds rating process to rate more than 10,000 products. The research house has launched Quantitative Rating, a machine learning and quant-driven system that boasts the ability to rate funds at ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
Morningstar Australasia has received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne ...

Former adviser cops 10-year imprisonment

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2017
The former principal of Sherwin Financial Planners was sentenced to 10 years imprisonment for fraud. Bradley Thomas Sherwin was found guilty of 25 charges following an ASIC investigation arising from of the collapse of his financial planning business ...

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 ...

Morningstar Australasia managing director departs

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Heather Brilliant is leaving Morningstar Australasia and her successor has been named. Having led the local Morningstar business since 2014, Brilliant will relocate to New York to take up the role of managing director Americas for Colonial First State ...