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Search ResultsShowing 1 - 10 of 100+ results for "Morningstar"
Pinnacle executive director steps back
KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... early days. In March last year, Whittingham handed the head of retail role to Ramsin Jajoo, who joined the firm from Morningstar. At the time Pinnacle said, Whittingham would focus on corporate strategy, distribution and global expansion of Pinnacle ...
Vanguard, Fidelity, BetaShares rank low on ESG: Report
ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
New research from Morningstar has attempted to wade through the greenwashing in funds management based on managers' overall commitment - with some surprising results. The research looked at more than 100 strategies and 40 asset managers to provide ...
Morningstar adds ESG to analysis
ANNABELLE DICKSON  |  WEDNESDAY, 18 NOV 2020
... into its analysis of funds, asset managers and individual stocks, calling out subpar approaches to ESG. As a part of Morningstar's ESG Commitment Level evaluation, research analysts will rate the investment strategy on process, resources and the asset ...
Morningstar's conviction weakened on BlackRock fund
ANNABELLE DICKSON  |  FRIDAY, 6 NOV 2020
Morningstar has dropped its rating for BlackRock's Concentrated Industrial Share Fund to neutral. The fund's lead portfolio manager Charles Lanchester and team have added a total return portfolio and a long-short offering to the fund, but Morningstar ...
Industry fund flags fee cuts
ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
... $50,000 invested dropped from $785 pa to $620 pa. Recently, four of Sunsuper's investment options were downgraded by Morningstar after revising its ratings framework. Morningstar said despite the placing an emphasis on benchmark relativities, Sunsuper ...
AMP valued at $1.85 per share
ELIZA BAVIN  |  MONDAY, 2 NOV 2020
... opportunities. AMP's heritage brand was badly damaged from the Royal Commission which has led to large net outflows, Morningstar said. "Despite AMP's strong market position in a long-term growth industry, large distribution network and offshore ...
Perpetual equities fund cops ratings downgrade
KANIKA SOOD  |  MONDAY, 26 OCT 2020
... a $3.3 billion concentrated equities strategy managed by Perpetual's Paul Skamvougeras was downgraded to bronze at Morningstar. The Perpetual Wholesale Concentrated Growth Equity Fund invests in 20 to 45 Australian stocks, chosen with a value and balance ...
AustralianSuper ratings slide at Morningstar
KANIKA SOOD  |  FRIDAY, 23 OCT 2020
AustralianSuper is the latest casualty in Morningstar's ratings rejig, as three options with nearly 86% of its total $180 billion slide to the lowest analyst rating of "bronze". The superannuation fund's $135 billion balanced option, $13.5 billion high ...
Morningstar creates chief ratings officer role
KARREN VERGARA  |  FRIDAY, 23 OCT 2020
Morningstar has created a new chief ratings officer position and combined the leadership roles of two research units. From 1 January 2021, two long-serving employees will take on new titles as the Chicago-based firm restructures its investment coverage ...
Sunsuper cops rating downgrades
ANNABELLE DICKSON  |  TUESDAY, 20 OCT 2020
All four of Sunsuper's superannuation investment options have had their ratings downgraded by Morningstar following its revised ratings framework. The $70 billion industry fund's balanced, growth, conservative and retirement options are now ...
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