Search ResultsShowing 1 - 10 of 100+ results for "Morningstar"
Morningstar now an ETF issuer
KANIKA SOOD  |  WEDNESDAY, 13 NOV 2019
Morningstar has listed an active ETF that will invest in global equities, as it enters the segment as an issuer. The Morningstar International Shares Active ETF started trading on the ASX yesterday under the ticker code MSTR. It will invest in an unlisted ...
Morningstar bets on advice software
KANIKA SOOD  |  MONDAY, 4 NOV 2019
... research house is set to acquire AdviserLogic as it looks to add financial planning software to its adviser offering. Morningstar has entered a definitive agreement to acquire AdviserLogic for undisclosed terms, with the transaction expected to close ...
Firetrail fund gets Morningstar rating
KANIKA SOOD  |  THURSDAY, 24 OCT 2019
Firetrail's Australian High Conviction Fund has earned a bronze rating from Morningstar after underperforming the benchmark by 11.7% in the year to September end. The fund holds a concentrated portfolio of Australian stocks and is managed by former ...
Portfolio manager departs LIC
KANIKA SOOD  |  TUESDAY, 15 OCT 2019
... responsibility for TGG, it said in company filings. Sartori will also co-lead the portfolio management of the unlisted trust, Morningstar said. Here he will be supported by Alan Chua who is also based in Singapore and will be the fund's other co-lead. ...
BT Financial Group enlists research provider
ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... Financial Group has appointed an investment research house to provide managed accounts research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios ...
Funds management excellence to be recognised
JAMIE WILLIAMSON  |  THURSDAY, 10 OCT 2019
... (Australia) Limited Colonial First State Investments Perpetual Investment Management Limited Multi Asset - Real Return MLC Morningstar Investment Management Australia Limited Perpetual Investment Management Limited International Equities - Emerging Markets ...
Boutique hires from Ellerston Capital
KANIKA SOOD  |  WEDNESDAY, 9 OCT 2019
... and Lonsec. They are currently going through their yearly reviews. Bell says the firm is in an ongoing dialog with Morningstar. Retail, insto split The firm had $2.5 billion in assets under management at September end, after adding about $500 million ...
Portfolio manager resigns from First State Investments
KANIKA SOOD  |  TUESDAY, 1 OCT 2019
... have high confidence in Prew-as well as the broader team--to continue delivering for investors over the long term," Morningstar analyst Andrew Miles said in a note, retaining the fund's rating. "The strategy remains an excellent option for global ...
Paradice portfolio manager departs, US office closed
KANIKA SOOD  |  WEDNESDAY, 25 SEP 2019
... two in Denver. He will also have access to Paradice's recently-formed global emerging markets team, according to Morningstar. "Given the evolution of the business, a decision was made to consolidate the offices to improve communication and the speed ...
Australia investor friendly, not consumer friendly: Report
ELIZA BAVIN  |  WEDNESDAY, 18 SEP 2019
Morningstar research has revealed Australia is one of the most investor friendly nations in the world when it comes to fees and expenses. However, consumers may be getting the short end of the stick when it comes to fees and charges. The Global Investor ...
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