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Showing 41 - 50 of 829 results for "Morningstar"

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... without a UN umbrella over us, and that was in 2022 when we passed the Russia Sanctions Act," she said. Last December, Morningstar deleted any references to the "Israeli-Palestinian conflict area" from consideration in its human rights research. An investigation ...

HESTA pays $40k fine for greenwashing

ELIZA BAVIN  |  THURSDAY, 6 NOV 2025
... issued infringement notices to other licensees in response to concerns about alleged greenwashing including against Morningstar, Future Super, Diversa Trustees, Northern Trust Asset Management and Melbourne Securities, between 2022 and 2024. ASIC also ...

Morningstar DBRS expands into regional Australia

ANGELIQUE MINAS  |  WEDNESDAY, 29 OCT 2025
Global credit rating agency Morningstar DBRS (Morningstar) has announced its expansion into the Asia Pacific region with the opening of a new regional hub in Australia. The Sydney hub will function as a service center for the broader Asia Pacific region. ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... estimated modest returns for listed asset managers in the medium term rather than the double-digit gains seen in 2024. Morningstar equity analyst Shaun Ler said even though equity markets appear buoyed by optimism around further rate cuts by the US Federal ...

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows ...

Retail investors want true hedge fund exposure: Morningstar

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... hedge funds, continue to face substantial hurdles and receive lower returns from similar strategies, according to Morningstar. Retail investors see that hedge funds can truly diversify their portfolios amid rising inflation, higher interest rates and ...

More than 75% of asset owners wary of trade disputes

ANGELIQUE MINAS  |  WEDNESDAY, 24 SEP 2025
The fourth annual Voice of the Asset Owner survey conducted by Morningstar Indexes and Morningstar Sustainalytics reveals how global asset owners are navigating an evolving investment landscape amid global disruptions and climate imperatives. It found ...

Three portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025
... Leaders Fund since 2022. Reddy was with the firm for more than 18 years, while Desai was closing in on nine years. Morningstar has been forced to review the rating of the Global Emerging Markets Leaders Fund upon the trio's exit. The fund had a rating ...

WAM eyes Platinum LIC

KARREN VERGARA  |  FRIDAY, 15 AUG 2025
... Geoff Wilson. More broadly, Platinum Asset Management's board has unanimously recommended merging with L1 Capital. Morningstar equity analyst Shaun Ler said the combined entity will have greater asset class and client diversity, facilitating cross-selling ...

High-risk super options pay off: Morningstar

ELIZA BAVIN  |  THURSDAY, 14 AUG 2025
... Superannuation funds delivered strong performance in Q2 2025, particularly among higher-risk options, according to Morningstar's inaugural Superannuation 360 Quarterly report. The report found that Aggressive and Growth peer group averages led the way ...