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Showing 1 - 10 of 47 results for "Morningstar Australasia"

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
Morningstar Australasia has appointed the former chief executive of Adviser Ratings to the newly created role of senior vice president, enterprise sales, to steer the research firm's growth in the superannuation and retirement sectors. Mark Hoven has ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... under SPG530 - Investment Governance, public disclosure on liquidity stress-testing is relatively scarce. Morningstar Australasia director Annika Bradley has examined the "unlisted assets" allocation of industry fund behemoths Australian Retirement Trust ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
Morningstar Australasia is looking to scale its ratings universe, introducing the new Morningstar Medalist Rating. From May, the Medalist Rating will replace the Analyst Rating depicted by gold, silver and bronze medals. The aim, Morningstar says, is ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... to the market, and are now materially below global best practice for portfolio holdings disclosures," Morningstar Australasia head of manager selection Grant Kennaway said. "Overall, the regulations offer little value to Australian investors and do not ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
Morningstar Australasia has appointed a new head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower ...

Fidelity changes up global equities team

KANIKA SOOD  |  FRIDAY, 11 JUN 2021
... but he will stay on as a senior adviser until September 2021 to help with the transition, according to Morningstar Australasia, which put funds managed by Lodha under review following the leadership change. "Going forward the strategy will have a new ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
... acquisition, Sidhu left the company and founded a property facilities management software called NowYouCan. Morningstar Australasia managing director Jamie Wickham thanked Gara for his contributions to AdviserLogic and Morningstar and said his insight ...

Morningstar appoints director

KANIKA SOOD  |  FRIDAY, 7 MAY 2021
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 ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... while still remaining compliant with the "master" template issued by their licensee, Morningstar said. Morningstar Australasia managing director Jamie Wickham said the move comes to support and empower independent advisers during this challenging period. ...

Morningstar to cease in-house credit research

KANIKA SOOD  |  MONDAY, 25 NOV 2019
Morningstar Australasia will cease in-house credit research, as it strikes an agreement with a rating house founded by its former credit analyst. BondAdviser, co-founded by Nick Yaxley, will take over Morningstar's coverage of ASX-listed hybrids ...
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