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| | | ... already has $1 billion in assets across four clients. Former WA Super chief investment officer Chris West, senior investment analyst Chris McAlpine and investment operations analyst Mark Foo are Context's three co-founders. The advisory panel includes ... |
| | | | Robeco has brought an established credit income fund to the Australian market with the strategy focusing on positively contributing to the United Nations Sustainable Development Goals (SDGs). The SDG Credit Income Fund is an actively managed global ... |
| | | | ... First Sentier). Elsewhere, Nik Burns has been appointed head of energy research. He was an energy and utilities research analyst at UBS Australia for six years but for the past two years Burns has served as head of investor relations at oil and gas company ... |
| | | | ... of New Zealanders," she said. Swan has held a number of roles within AMP Capital, having started in 2001 as a business analyst in the finance team. Swan then moved into the relationship management team, taking on more senior roles including head of distribution. ... |
| | | | ... superannuation, and the Diploma of Superannuation is suitable for those seeking specialist technical operational and research analyst roles in the super and SMSF spaces. Knight said the new qualifications are designed to benefit the industry, with individuals ... |
| | | | ... appointments. Marissa Rossi has been appointed head of sustainable investments and Jason Kururangi has been appointed senior analyst in the Australian equities team. Rossi joined the firm in 2019 from UBS Asset Management where she was senior analyst ... |
| | | | In a study of 3.8 million analyst forecasts in 45 countries between 1994 and 2019 it has been found that US analysts fail to outperform on average. The research paper, titled Analyst Recommendations and Anomalies Across the Globe by Victor Azvevedo ... |
| | | | ... centralised team of ESG specialists that would supplement the fundamental research conducted by the core equity and fixed-income analyst teams," Morningstar said. "Led by Nicole Connolly and David King, both of whom lacked ESG experience prior to taking ... |
| | | | ... lows, company earnings in most countries may take until 2022 or later to rebound to pre-pandemic levels based on consensus analyst forecasts," Campbell said. "That means that when looking at conventional valuation metrics such as price to earnings ratios ... |
| | | | The research house has commenced integration of environmental, social and governance (ESG) factors into its analysis of funds, asset managers and individual stocks, calling out subpar approaches to ESG. As a part of Morningstar's ESG Commitment Level ... |
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