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Showing 81 - 90 of 823 results for "Morningstar"

Zenith hires from Preqin and Morningstar

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... Mosaic, Chant West's Switching Tools and FE Analytics. His most recent role was director of advice software solutions at Morningstar where he refined and executed business strategies for the adviser and licensee segments in Australia and New Zealand. ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... Stewart Brentnall. She has 20 years' experience in the asset management industry, including more than 10 years with Morningstar in Chicago and Sydney. Young spent the last five years working for the family office of the Fairfax family. There, she ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
Morningstar has heaped praise on Australian Retirement Trust (ART), saying it is home to a "high calibre investment leadership team playing to their strengths," but warned of key person risks. In its review of the $305 billion-plus super fund, Morningstar ...

Super funds 'playing to their strengths' in private markets

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
Super funds are proving a good case study for investing in private assets, according to Morningstar's 2025 outlook. "Australia's super funds have successfully pioneered investment in asset classes such as unlisted infrastructure and property for decades ...

Low-cost funds outperform in most asset classes: Morningstar

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
A new report from Morningstar demonstrates low-cost funds have typically outperformed their more expensive peers in the past, with the cheapest options always achieving a higher success ratio in most categories. Most prominently, in the multisector ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... certain categories like Australian equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis of more than 800 open-ended strategies domiciled in Australia over ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
Morningstar Australasia has appointed a TCorp investment leader to spearhead its qualitative research on Australian and New Zealand fund managers. Eva Cook has joined the firm as director, manager research. Originally from France, Cook has over 25 years ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... right strategic recipe and leadership to continue delivering for members, but there are some areas to keep an eye on, Morningstar says. Releasing its review of the nation's largest superannuation fund, Morningstar said the fund's clear strategic planning ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... portfolio manager with the asset management business for five years. Before that, he served as a research director at Morningstar Australia, focusing on listed debt and equities while managing a team of analysts. In that role, Likos was responsible for ...