Search Results | Showing 41 - 50 of 707 results for "Morningstar" |
| | ... requirements under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively scarce. Morningstar Australasia director Annika Bradley has examined the "unlisted assets" allocation of industry fund behemoths Australian ... |
| | | ... In total, Magellan's FUM now sits at $42.7 billion. This time last year, it had $68.6 billion. At the end of March, Morningstar downgraded Magellan to a "very high" uncertainty rating. The further drop in FUM comes as the fund manager targets $100 billion ... |
| | | Morningstar has downgraded four fixed income products following its annual fund manager review. As part of the 2022/23 review, Morningstar completed qualitative assessments of 72 fixed income strategies. As a result, four products were downgraded and ... |
| | | New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ... |
| | | ... equities FUM, as well as a $0.2 billion rise in its infrastructure equities FUM. Still, at the end of last month, Morningstar downgraded Magellan to a "very high" uncertainty rating. Morningstar equity analyst Shaun Ler warned that investors are showing ... |
| | | ... if it is consistent with the client's broader long-term interests and likely circumstances. Rick Di Cristoforo, Morningstar director research and investment products for Australia and New Zealand, said that ASIC 175 urges advisers to understand their ... |
| | | ... year. This frenetic pace of change in the sector has flipped investor and analyst sentiment. This time last year, Morningstar was confident that listed managers Magellan, Pinnacle and Platinum would overcome sporadic market selloffs and the "short-term ... |
| | | ... actively managed and index-based strategies. Three offerings are managed by BlackRock, while the others are run by Morningstar, Nasdaq, Brown Advisory and Macro FX. Saxo Morningstar MOAT for example, is actively managed and invests in 30 under priced ... |
| | | ... more than 50% of funds have either merged or liquidated over a 15-year horizon in all but one reported category. New Morningstar research notes also suggest that numerous listed active fund managers continue to struggle not only over an extended period ... |
| | | Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ... |
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