Search ResultsShowing 81 - 90 of 100+ results for "Morningstar"
Robotics, AI ETF set to launch
KARREN VERGARA  |  TUESDAY, 5 SEP 2017
... specific robotics focus but still believe that technology is "dramatically changing the world we're living in." The ETFS Morningstar Global Technology ETF invests in global equities within the developed market technology sector.
Morningstar Australasia managing director departs
JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Heather Brilliant is leaving Morningstar Australasia and her successor has been named. Having led the local Morningstar business since 2014, Brilliant will relocate to New York to take up the role of managing director Americas for Colonial First State ...
Retirement income fund launches
JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... was responsible for assisting with Forager's large-cap Australian equities portfolio, and has also held roles with Morningstar, Northward Capital and Investors Mutual. A former trader at Franklin Templeton, Crawley has about seven years' investment experience ...
Atlantic Pacific Securities rebrands for wealth focus
JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... established in 2012. Earlier this year the Atlantic Pacific Australian Equity Fund was awarded a five-star rating from Morningstar.
Morningstar partners to drive adviser ESG education
JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...
MyRetirement too product heavy: Morningstar
KARREN VERGARA  |  MONDAY, 26 JUN 2017
Morningstar is pushing for MyRetirement solutions to be less product-centric and a mandatory digital advice component be made available for retirees. In a discussion paper submitted to Treasury on Comprehensive Income Products for Retirement (CIPRs) ...
Managed funds platform launches
KARREN VERGARA  |  TUESDAY, 20 JUN 2017
... - are live on the platform. Funds are required to have a minimum net asset value of $25 million and a three-star Morningstar rating, according to the PDS. Investments start at a minimum of $1000. "For advisers already off platform, uXchange offers the ...
Distribution reshapes globalisation: Capital Group
DARREN SNYDER  |  THURSDAY, 1 JUN 2017
... salesforce and distribution network is driving mergers and acquisitions. The New Perspective Fund received the coveted Morningstar analyst rating of 'Gold' in February and has a 'Recommended' rating from both Lonsec and Zenith Investment Partners. As ...
Boutique fund joins Bennelong suite
JAMIE WILLIAMSON  |  TUESDAY, 16 MAY 2017
... generation, and the impact of management fees. Its initial offering, a global equity income strategy, will track a Morningstar index with a tailor-made derivative overlay, purpose built for retirees. The business places particular focus on actual outcomes ...
Pengana hires Morningstar manager ahead of merger vote
ALEX BURKE  |  WEDNESDAY, 3 MAY 2017
... Australia, Tasmania and Western Australia, ahead of its proposed merger with Hunter Hall. Guy Callaghan joins Pengana from Morningstar, where he was a regional business development manager for the same regions mentioned above. He spent four years in ...
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