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Showing 1 - 10 of 741 results for "Morningstar"

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 ...

Cbus implements senior redundancies

ANDREW MCKEAN | THURSDAY, 31 OCT 2024

... increase of full-time roles to service the needs of its growing membership - currently around 900,000. Earlier this week, Morningstar highlighted turnover across Cbus' senior ranks remains an issue in an investment report, specifically noting the ...

UniSuper offers plenty to like, says Morningstar

ANDREW MCKEAN | WEDNESDAY, 30 OCT 2024

... UniSuper's collaborative approach to capital deployment and sound governance makes it a solid choice, according to Morningstar. Morningstar said UniSuper's strong leadership and collaborative nature reflect a team that's aligned with a total ...

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Funds SA appoints chief investment officer

ANDREW MCKEAN

Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN

Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON

UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA

Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

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Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

Managing Director

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

Chief Executive Officer

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

Chief Executive Officer

GBST

Mistaking financial literacy for retirement literacy

Many are unclear about how to transition from working life to retirement, particularly regarding their retirement savings and the options available to ...

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Advisers Big Day Out - Adelaide

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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