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|Search Results||Showing 1 - 10 of 100+ results for "Morningstar"|
|Morningstar's latest cycle of reviews for global equities managers has resulted in 12 upgrades and 21 downgrades, as it takes into account its new analyst rating framework from last year. This round of reviews includes Morningstar changes to analyst ...|
|... members (Peter Moore and James Delaney, who crossed over to Sage), almost instantaneous rating cuts from Zenith and Morningstar, and a $600 million outflow from a single institutional client . By August last year, the fund was down to $331 million - ...|
|Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ...|
|... abating as assets under management double to US$250 billion in just three years. That is according to research firm Morningstar, highlighting the changing attitudes of investors bending toward ESG-conscious products, which has been particularly heightened ...|
|Following a qualitative review of 69 Australian fixed-interest strategies, ratings house Morningstar has made 15 changes; including upgrades, downgrades, and dropping its coverage of one strategy. The changes are attributable to Morningstar's revised ...|
|... that ESG scores indicated share price resilience during the COVID-19 crisis. Among firms that have made the claim are Morningstar, BlackRock and MSCI. The researchers found, once the firm's industry affiliation and risk measures (accounting and market ...|
|... trends such as eSports. These include a Video Gaming and eSports ETF (ESPO), Global Healthcare Leaders ETF (HLTH), Morningstar World ex-Australia Wide Moat ETF (GOAT) and the Morningstar Australian Moat Income (DVDY). ESPO will be the only ETF of its ...|
|... spent on paper-based administrative and compliance work. Its APL is also "very agnostic", El Shammaa said, and uses Morningstar research and an investment committee chaired by Walker to guide the products and solutions offered by the group. In terms ...|
|Four Vanguard funds totaling $17 billion in funds under management had their ratings slashed at Morningstar this week, as they had their first review under the ratings house's new methodology. The Vanguard Growth Index Fund ($5.6 billion), the Vanguard ...|
|... collected data on a total of 143 mandates from the segment. Its funds have also scored strong ratings in their inaugural Morningstar reviews - with the GQG Partners Global Equity Fund getting a silver analyst rating and the emerging markets equity fund ...|
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Allowing more members in SMSFs is unlikely to spur their establishment rates, according to a submission by University of Sydney's Susan Thorp.
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One of Japan's largest providers of shareholder services has admitted to a major operational blunder, after it failed to count 3.4 million postal votes for nearly 1000 companies ahead of their annual general meetings.
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BetaShares' Nasdaq 100 ETF exceeded $1 billion in assets under management at the end of August, a net increase of more than $500 million since the outset of the year.
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Robeco announced it will now exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds.
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