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Showing 51 - 60 of 704 results for "Morningstar"

BlackRock rethinks fundamental equities, PMs depart

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2023
... of 19 investors that have a long-standing performance track record, and received the highest ratings available from Morningstar, Zenith and Lonsec," the spokesperson said. As a result, three of the four portfolio management team members for the High ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

ETF sentiment continues to grow: BetaShares

CASSANDRA BALDINI  |  WEDNESDAY, 14 DEC 2022
... unlisted managed fund structure, which has sustained all-time record outflows so far in 2022. According to data from Morningstar, ETFs have received net inflows of $12 billion in the year to October 2022, compared to $25 billion in net outflows in unlisted ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
Morningstar Australia has announced a restructuring of its manager selection and portfolio management team, bidding farewell to its longstanding director of manager research. The financial services firm said its manager selection sector, which previously ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... consulting colleague Eleanor Cheng has been promoted to senior consultant. Cheng - a former director of risk management at Morningstar- joined JANA in April 2021, reporting to Leaper. She provides clients with an independent and thorough analysis of ...

The future of defined contribution asset allocation

ANDREW MCKEAN  |  MONDAY, 7 NOV 2022
Strategy discussions around defined contribution workplace saving tend to focus on plan design and engagement but questions of asset allocation are also critical, according to a discussion summary of the most recent Jasper Forum. The Forum was led by ...

North adds to investment menu

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
North has partnered with BlackRock, Morningstar and InvestSense to add a further 12 managed portfolios to its investment offering. In partnering with BlackRock, North has designed the platform's first international equity portfolio, dubbed the iShares ...

Frontier promotes three

ELIZABETH FRY  |  FRIDAY, 14 OCT 2022
Frontier's latest round of promotions was good news for three staff waiting to be named either principal consultant or consultant. Harry Green has been elevated to the role of principal consultant. He joined Frontier in 2021 from LCP in the UK. ...

Will listed infrastructure protect portfolios during market downturn?

CASSANDRA BALDINI  |  THURSDAY, 15 SEP 2022
... than global equities, however, when markets take a downturn it's not certain that alone will protect portfolios. Morningstar research shows that infrastructure has not been immune from market falls over the last decade. Its report, titled Will listed ...