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Showing 61 - 70 of 829 results for "Morningstar"

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... in performance fees related to the first 5% of absolute returns from the L1 Long Short funds. In an analyst note, Morningstar said some value would be unlocked via a merger, but said it didn't expect any meaningful upside from cross-selling opportunities ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... active managers, including fee pressure and market share loss to passive investment vehicles like ETFs, according to Morningstar. Last week, Platinum announced it was in discussions to merge with L1 Capital, possibly creating an $18 billion fund manager. ...

Aware Super names portfolio and construction lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... head of equities. Other previous roles include portfolio manager at Intech Investment Consultants, now part of the Morningstar Group. "Michael brings extensive investment expertise and leadership experience. We are thrilled to have him on board," said ...

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... This function has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar Investment, where she ran institutional portfolio management and solutions. The new leads report to ART investment chief ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total Cost Ratio. Mercer ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
A Mercer portfolio strategist has joined Morningstar Investment Management Australia as a portfolio manager. Morningstar has hired Joel Grosvenor as a portfolio manager with its multi-asset investment team. Grosvenor - who can count over 15 years of ...

Andrew Lill to run investments at legalsuper

JAMIE WILLIAMSON  |  FRIDAY, 7 MAR 2025
... years' experience in investing, both locally and abroad. Before Rest, Lill was chief investment officer, Americas at Morningstar for two years, having previously held the same role within its APAC business for close to five years. He's also held ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... of industry stakeholders. Its foundation partners include AMP North, HUB24, Insignia Financial, InvestSense, MLC, Morningstar, Netwealth, Quilla Consulting, the SMSFA Association, Vanguard Australia, and Western Sydney University. SMA assets have quadrupled ...

Macquarie shutters 30-year-old fund

MATTHEW WAI  |  TUESDAY, 25 FEB 2025
... diversified portfolio of cash and fixed interest, with limited exposure to growth assets and aimed to outperform the Morningstar AUS Mod Tgt Alloc NR Australian dollar index. It charged a total investment fee of 0.82% per annum and required a minimum ...