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Showing 41 - 47 of 47 results for "Morningstar Australasia"

Fund house publishes full holdings online

MARK SMITH  |  THURSDAY, 14 MAR 2013
Bedlam Asset Management has set a new standard in portfolio disclosure, revealing full fund holdings to investors with just a 72-hour lag. The UK-based fund house, which is currently marketing its Global and Emerging Markets funds to Australian institutional ...

The year of balanced funds and fixed income: report

LAURA MILLAN  |  TUESDAY, 12 MAR 2013
... countries, in particular the withdrawals from share funds and the strong demand for fixed interest offerings," Morningstar Australasia chief executive Anthony Serhan said. The global funds management industry grew at 3.90% organic growth rate and US$565 ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... jointly to Don Phillips, president, fund research at Morningstar, Inc and Anthony Serhan, chief executive, Morningstar Australasia. "Grant is a respected member of the Australian investment research community, with a global outlook and strong commitment ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR  |  WEDNESDAY, 16 FEB 2011
Researcher Morningstar Australasia has stolen the march on rival S&P when it secured a research agreement with Colonial First State, providing managed fund research and other services to planning groups with a combined $35 billion of funds under advice. ...

Morningstar buys Aegis

PRESS RELEASE  |  THURSDAY, 25 MAR 2010
Morningstar Australasia has agreed to buy Aegis Equities Research from its holding company. Aegis Equities Research was founded in 1999 and services institutions, financial advisers and retail clients. The firm has a web-based research platform that ...

Bird to step down as CEO

COMPANY RELEASE  |  MONDAY, 1 FEB 2010
Andrew Bird, chief executive at Morningstar Australasia, is stepping down from the role at the end of March. Bird will serve in an advisory role after he leaves this position. "Now that Aspect Huntley and Morningstar have been fully-integrated, I'm ...

Intech CEO to leave after buyout

RUTH LIEW  |  WEDNESDAY, 3 JUN 2009
... Gethin-Jones will continue to run the Intech business until the deal is finalised, and will then be replaced by Morningstar Australasia head of research, Anthony Serhan. Despite the firm's current chief executive stepping down, Intech is not anticipating ...
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