Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 836 results for "Morningstar"

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 ...

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 ...

Colonial First State loses private markets manager

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... Cheang joined CFS four years ago from AMP Capital. Before that, he was a senior analyst at BT Financial Group and Morningstar. Much earlier in his career, he worked at the London-based BT Pension Scheme Management, Credit Suisse and Schroders.

Our results were strong: Alexis George

ANDREW MCKEAN  |  MONDAY, 17 FEB 2025
... continue investing in that because I think we can make life easier for them with those solutions," George said. A Morningstar analyst noted management's progress in turning around the business but said that AMP is unlikely to improve its competitive ...

GQG records US$1.7bn net flows in January

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... opportunities for the business in the years ahead and are energised to try to capture them." The results follow a recent Morningstar report depicting struggles active managers may face moving forward. "Our covered firms - inclusive of Challenger, Perpetual ...