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Showing 1 - 10 of 30 results for "Morningstar Direct"

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
Colonial First State has partnered with three research consultants to launch a low-cost managed account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... labelling adjustments; fee breakdowns; and the ability for advisers to calculate client-specific fees. Users of Morningstar Direct will have access to historical fees data for trend analysis and peer comparison, along with new views for easily analysing ...

ETP demand soars, unlisted unit trusts retract

KARREN VERGARA  |  TUESDAY, 13 APR 2021
The exchange-traded products market skyrocketed 149% to $95 billion in the three years to December 2020, new research finds. Rainmaker's latest research predicts that ETPs will eclipse the unlisted unit trust market in another three to five years. ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... its wider product suite including Adviser Research Centre, AdviserLogic, Licensee Dashboards, FinaMetrica and Morningstar Direct.

Morningstar appoints director of manager selection

KANIKA SOOD  |  TUESDAY, 2 FEB 2021
Morningstar has appointed Aman Ramrakha as a director of manager selection services, as it looks to grow its implementation business. In his most recent role, Ramrakha was Morningstar's director, manager research ratings for APAC. The firm will recruit ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Monitoring is available via Morningstar Advisor Workstation and elements of the platform will be made available to Morningstar Direct users during the next year.

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
Australia has been given the lowest grade by a research house for being the only mutual fund market in the world that does not have regulated portfolio holdings disclosure. Morningstar's biannual Global Investor Experience (GIE) report gave Australia ...

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 ...

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 ...

Morningstar sticks to AMP Capital ratings

KANIKA SOOD  |  FRIDAY, 4 SEP 2020
Morningstar analysts are holding on their ratings for AMP Capital funds for now, amid harassment allegations and other leadership changes. The ratings house currently covers a number of funds from AMP Capital, across infrastructure, property and multi-asset ...
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