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Showing 31 - 40 of 413 results for %22Morningstar Investment Management%22

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... unlisted managed fund structure, which has sustained all-time record outflows so far in 2022. According to data from Morningstar, ETFs have received net inflows of $12 billion in the year to October 2022, compared to $25 billion in net outflows in unlisted ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... clients, Morningstar said. These model portfolios have increasingly been developed collaboratively with the Morningstar investment team. Morningstar added: "We are confident integrating these capabilities into one team will enhance Morningstar's investment ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... consulting colleague Eleanor Cheng has been promoted to senior consultant. Cheng - a former director of risk management at Morningstar- joined JANA in April 2021, reporting to Leaper. She provides clients with an independent and thorough analysis of ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
... popular target date funds might be, he considered whether new asset allocation technologies will render this collective investment scheme irrelevant, likening it to a Walkman about to be overtaken by the fintech equivalent of an iPhone. In Australia ...

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
... undertaking fundamental research in global equity sectors and currencies. Purkis also joined as an associate from Intrinsic Investment Management, where he most recently worked as an equities analyst. "Our people are Frontier's greatest strength ...

FICAP raises over $120k for charity

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
... Templeton Investments, GSFM, Hub24, Ironbark, Janus Henderson, KPMG, Macquarie, Magellan, Montgomery Investments, Morningstar, NMG Consulting, Pendal, Profusion Group, Schroders, Spire Capital, and SQM Research. Financial Standard is the official media ...

Perpetual launches Barrow Hanley ETF

ANDREW MCKEAN  |  TUESDAY, 7 JUN 2022
... respective managed fund, the Barrow Hanley Global Share Fund. Recently the Global Share Fund was upgraded to Gold by Morningstar Analyst Ratings. Perpetual Asset Management Australia group executive Amanda Gillespie said: "In November last year we launched ...

Just 14.8% of hedge fund leaders are female: Report

CASSANDRA BALDINI  |  THURSDAY, 26 MAY 2022
... get a lot of questions when funds look for female partners. They ask us - do you know of any other women?" she said. Morningstar head of manager selection Ruli Vilijoen said there tends to be more balance between men and women at analyst level. Vilijoen ...

Morningstar bets on active fund managers

KARREN VERGARA  |  MONDAY, 21 MAR 2022
As market sell-offs continue to pummel ASX-listed active fund managers, Morningstar is betting big that Pendal, Magellan, Pinnacle and Platinum will deliver past the short-term noise. The fund mangers' "compounding potential" for larger assets under ...