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Showing 1 - 10 of 823 results for "Morningstar"

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... years. Prior to that, he held similar roles at Nikko Asset Management and Suncorp Group, and was a research analyst at Morningstar. Marais will report to head of portfolio solutions Andrew Yap, who said the appointment reflects the growing demand for ...

Vanguard's oldest ETF eclipses to US$1tn in value

RIDDHIMA TALWANI  |  FRIDAY, 5 JUN 2026
... US$1 trillion mark in net asset value for the first time, becoming the first in the asset class to achieve the feat. Morningstar associate director Daniel Sotiroff said the achievement underscores the immense success of index funds and Vanguard's role ...

Asset owners staying invested in the US: Morningstar

RIDDHIMA TALWANI  |  MONDAY, 1 JUN 2026
Morningstar's latest Asset Owner Perspectives found that despite growing frustration with policy uncertainty and geopolitical volatility coming from the US, asset owners understand the need to continue to stay invested in the US market while ensuring ...

Super 'safest' entry in private market for retail investors: Morningstar

RIDDHIMA TALWANI  |  THURSDAY, 28 MAY 2026
Morningstar said super funds could be the safest and most effective option for retail investors to access private market investments. This, it said, would especially benefit those investors who do not have the capacity to do their own research and due ...

Platforms should be wary of cutting options: Experts

RIDDHIMA TALWANI  |  FRIDAY, 22 MAY 2026
Experts have warned that cutting too many options on platforms could restrain client choice. Speaking at the Morningstar Investment Conference 2026 in Sydney, BT Financial Group chief executive Matt Rady noted the role of platforms as a core component ...

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
The latest research by Morningstar found lower fees played a major factor in a fund's chance of survival and outperformance compared to more expensive peers. "Across nearly all major categories examined in this study, the lowest fee quintile achieved ...

GQG reports nearly US$10 outflows, keeps FUM stable

KARREN VERGARA  |  TUESDAY, 12 MAY 2026
... US$163.9 billion. Net income increased 7% from the prior year to US$463 million. Analysing the full-year results, Morningstar equity analyst Shaun Ler said GQG's profits were much better than expected, benefiting from the compounding of its funds under ...

Magellan confirms job losses

ELIZA BAVIN  |  THURSDAY, 7 MAY 2026
... reduce the management fees for the funds from 1.35% p.a. to 0.89% p.a., and performance fees will no longer be charged. Morningstar equity analyst Shaun Ler said the changes were an acknowledgement of competitive pressure. "Magellan is ceding management ...

JANA appoints inaugural chief investment officer

JAMIE WILLIAMSON  |  FRIDAY, 1 MAY 2026
... As first reported by Financial Standard, Wacher recently stepped down as chief investment officer, Asia Pacific at Morningstar Investment Management and chair of its global investment committee. Prior to Morningstar, Wacher was the investments chief ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...
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