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Showing 81 - 90 of 272 results for %22Morningstar Direct%22

BetaShares to list hedged versions of global stocks ETFs

KANIKA SOOD  |  WEDNESDAY, 10 JUN 2020
... million into currency-hedged global equities managed funds in the three months to March, according to data provided by Morningstar. Similar ETFs had received $337 million from start of the year to April end. Previously, VanEck Australia's director of ...

Behavioural tools to limit losses, fear

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... behavioural biases and structure investment decisions for long-term financial success. In a virtual conference held by Morningstar, the investment manager's global head of decision sciences Ryan Murphy said arming investors with the skills to limit behavioural ...

Morningstar downgrades two Vanguard funds to neutral

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
Two unlisted funds from Vanguard have had their retail share classes downgraded at Morningstar, with the ratings house bringing attention to the vehicles' higher fees compared to their listed or wholesale versions. The lower-investment-minimum share ...

Morningstar appoints adviser solutions head

HARRISON WORLEY  |  THURSDAY, 7 MAY 2020
Morningstar has tapped HUB24's senior business development ranks to appoint an adviser and asset management solutions lead. HUB24 senior business development manager Doug Hope has joined Morningstar, with the former Macquarie Wrap key account manager ...

What's next for income-focused funds

KANIKA SOOD  |  THURSDAY, 9 APR 2020
... deferrals, or cancellations spell trouble for income-focused funds which are popular with retirees and pre-retirees. Morningstar senior analyst Matthew Wilkinson says its universe includes about 11 income-focused equities funds, of which only one is ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ...

The impact of COVID-19 on emerging markets

ALLY SELBY  |  TUESDAY, 24 MAR 2020
... up 18.4% in 2019. So far in the COVID-19 sell-off the benchmark has fallen 30%. Yet, in its latest equities report, Morningstar found that the Asian and emerging market bourses had performed surprisingly better than their developed counterparts during ...

Women rule ESG, but gap remains

ALLY SELBY  |  THURSDAY, 5 MAR 2020
... would like to see more portfolio managers and senior investment analysts in the industry who are women." Similarly, Morningstar found that gender diversity in funds management globally hasn't changed over the past two decades. "At the end of 2000 ...

Gender diversity remains static, women still disadvantaged

ALLY SELBY  |  TUESDAY, 3 MAR 2020
... run by people named Dave than women. "That is, there were 108 UK funds run by managers named David or Dave in Morningstar Direct-and only 105 funds run by women of any name," it said. In 2000, women made up 19.4% of passive fund managers in the US, compared ...

ETF popularity soars 52%

ALLY SELBY  |  FRIDAY, 28 FEB 2020
... playing a major role. The average fee for a strategic-beta ETF is 0.44% (as of December 2019, according to Morningstar Direct), which is only 0.08% higher than its traditional passive rival. "Another attractive feature of strategic-beta ETFs is that ...