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Showing 31 - 40 of 64 results for %22Morningstar Australasia%22

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 ...

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 ...

ANZ launches global technology ETF

EMMA RAPAPORT  |  TUESDAY, 11 APR 2017
... tech names, and through an ETF they can do it easily and for a lower price than buying shares directly." Morningstar Australasia chief executive Heather Brilliant said the firm is pleased ANZ ETFS has licensed its Developed Markets Technology Moat Focus ...

Morningstar appoints research analyst

EMMA RAPAPORT  |  TUESDAY, 17 JAN 2017
Investment researcher Morningstar Australasia expanded its research team with the appointment of former Challenger national key account associate and analyst Sarah Fox. Fox will have broad responsibility across all sectors of Morningstar, including ...

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 ...

AXA IM smart beta fund receives ESG accolades

ALEX BURKE  |  WEDNESDAY, 24 AUG 2016
... ACWI SmartBeta Equity Fund has received multiple responsible investment ratings. The fund recently received a High Morningstar Sustainability Rating and a Responsible Investment Certification by Responsible Investment Association Australasia. On top ...

Responsible assets close to half of total Australia AUM

ALEX BURKE  |  WEDNESDAY, 13 JUL 2016
... data supplied by 69 asset managers, super funds, financial advisers, banks and community investment managers, plus Morningstar statistics, shows that responsible funds under management reached $633.2 billion in 2015. Furthermore, core responsible investment ...

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 ...