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Showing 41 - 50 of 836 results for "Morningstar"

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
Morningstar will offer issuer-initiated ratings in Australia starting June 2026, under which fund managers and financial product issuers will pay a fee to the research house for a rating. Morningstar said this is consistent with the prevailing market ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
Morningstar will kick start ratings coverage of Australian private credit and private equity funds from next year, picking Metrics Credit Partners for its first assessment. The research house said that while the private credit ratings will be available ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... also served as an economist at the Reserve Bank of Australia. In its most recent note on Magellan, dated November 17, Morningstar said the group is exposed to several ESG risks, "such as data breaches, conflicts of interest or misconduct that could result ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... positioned to continue driving momentum within the business." Prior to joining Milford, van Berlo spent six years with Morningstar Australia as head of adviser distribution, investment management. He was responsible for servicing a national footprint ...

Passive strategies show 'higher survivorship' over active: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 14 NOV 2025
... continued to outperform their actively managed counterparts across major segments over the past year, according to Morningstar's latest Active/Passive Barometer. The study spanned over 800 open-ended strategies in Australia across nine categories including ...

First Sentier Group to combine investment affiliates

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025
... said. The decision follows the departures of David Gait, Sashi Reddy and Sujaya Desai in August. Upon their exit, Morningstar reviewed the rating for the Global Emerging Markets Leaders Fund, with the research house saying the departures "raised concerns ...

Mercer Investments shutters four options

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... developed market equities. The Blended Global Equities Hedged MPS Fund has about $56 million in net assets, according to Morningstar, while the Guardcap Global Equity MPS Fund has about $107.5 million. T. Rowe Price's strategy has about $97.8 million ...

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. ...