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Showing 1 - 10 of 702 results for "Morningstar"

Boutiques, quant funds shine among active funds

KARREN VERGARA  |  FRIDAY, 15 MAR 2024
... quants are among the most popular actively managed funds, bucking the trend among peers that continue to see outflows, Morningstar research finds. MQG Investment Management, Metrics Partners, Real Investment Management, and Resolution Capital were among ...

Pendal shutters costly equity fund

KARREN VERGARA  |  MONDAY, 11 MAR 2024
... costs for investors, which would reduce investment returns." The fund had about $20.4 million in assets, according to Morningstar, and is designed for experienced investors who want the potential for long-term capital growth and tax effective income ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
Female fund managers generate 1.2% alpha on average compared to the broader population, a new analysis from Morningstar shows. The assessment of 62 portfolio management teams led by women were able to achieve 0.89% in alpha annualised over five years ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
The cost-of-living crisis has the potential to threaten women's financial security in retirement, but there are overlooked yet effective strategies they can undertake to help conquer the obstinate gender superannuation gap. A new survey from Finder ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
A key Morningstar executive is taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at ...

Bloom Impact, MSC pulled up for greenwashing

RACHEL ALEMBAKIS  |  THURSDAY, 29 FEB 2024
... opportunity." ASIC has issued 16 other infringement notices relating to greenwashing. Most recently, in December, Morningstar paid $29,820 to comply with two infringement notices over allegations that its investor funds "were exposed to controversial ...

Magellan needs more consistent progress: Morningstar

ANDREW MCKEAN  |  MONDAY, 19 FEB 2024
While the appointment of Sophia Rahmani as managing director is an "encouraging step forward," Morningstar's view of the fund manager won't be changing any time soon, it says. The research house indicated that it would require more time to rebuild trust ...

Perpetual weathers $4.3bn in outflows

ANDREW MCKEAN  |  MONDAY, 29 JAN 2024
... period for active asset managers," denoting "the worst quarter in 15 years for active equity fund flows," referencing Morningstar data. "Whilst the net outflows of $4.3 billion in our asset management business was disappointing, it was pleasing to see ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
On completion of Australian Equities reviews, Morningstar upgraded its ratings for three share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice ...
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