The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "Morningstar"|
|The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...|
|... told Financial Standard that Inalytics' function is twofold, making it different to other research houses like Morningstar and Zenith. Inalytics works with asset owners like super funds and sovereign wealth funds, as well as fund managers, Goodman ...|
|Morningstar Australasia has appointed a director of manager research ratings, after Aman Ramrakha moved to a different role. Annika Bradley is currently an independent financial services consultant with Lodrino, providing investment consulting and management ...|
|... Farisha Cabrera will step into the position. She was most recently senior product manager for financial planning at Morningstar. Cabrera has worked at Centrepoint Alliance previously and was head of advice technology at the dealer group from 2018 to ...|
|... investor returns. The fund suffered in February and March 2020 but its performance had since climbed back, according to Morningstar data. The most recent fund update shows it returned 23.67% year on year in March 2021, and 5.71% gross of fees since inception ...|
|... technology and ability to support for advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based advice ...|
|Morningstar's former director of risk management in Asia Pacific has been appointed as a consultant in JANA's operational consulting team. Eleanor Cheng has over 15 years' experience in operational risk management and prior to joining Morningstar was ...|
|... foreign exchange forward contracts with exposure to developed market and emerging market currencies. According to Morningstar data, the four-year-old strategy has consistently underperformed its benchmark of the Reserve Bank of Australia cash rate, returning ...|
|... unnecessary cost or complexity. Today's announcement represents another step forward in achieving this." Last month, Morningstar also announced a DDO solution that will allow Target Market Determination (TMD) data to be backed by the 8300-unit prices ...|
|... head of capital markets. Andrew Thomas will report to Rest's chief investment officer Andrew Lill, who joined from Morningstar last year. Thomas most recently worked at BlackRock Investment Management. Prior to this, he worked at insurer QBE for nearly ...|
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Macquarie Securities Australia (MSA) has copped a $126,000 fine for breaching market integrity rules, making this its fifth infringement in the last six years.
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IOOF has handed a $23 billion index investing mandate to a global investment manager following Vanguard's decision to stop managing passive strategies for other institutions.
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Addressing the annual Conference of Major Superannuation Funds, the Prince of Wales has asked Australia's super funds to get involved in his Sustainable Markets Initiative.
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Nearly seven in 10 Australians who dipped into their superannuation during COVID-19 are concerned the decision has made them less financially secure, according to a poll from the Australian Institute of Superannuation Trustees.
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