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Showing 1 - 10 of 37 results for "Morningstar Investment"

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar Investment, where she ran institutional portfolio management and solutions. The new leads report to ART investment chief Ian Patrick who ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
A Mercer portfolio strategist has joined Morningstar Investment Management Australia as a portfolio manager. Morningstar has hired Joel Grosvenor as a portfolio manager with its multi-asset investment team. Grosvenor - who can count over 15 years of ...

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... it would begin a comprehensive search to appoint a new chief investment officer. Lill joined Rest from Morningstar Investment Management where he had been responsible for the Americas mutual fund and managed portfolio operations. Prior to that Lill served ...

Morningstar cops greenwashing fine

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... infringement notice is not an admission of guilt or liability," ASIC said. Morningstar said in a statement that: "Morningstar Investment Management Australia Limited has agreed to settle two infringement notices issued by ASIC that arose when Morningstar ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... super fund in late January 2024 as head of investment resilience and planning. Fitzgerald is currently Morningstar Investment Management's head of institutional portfolio management and solutions, a role she took in 2018. She was previously Australian ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... clients, Morningstar said. These model portfolios have increasingly been developed collaboratively with the Morningstar investment team. Morningstar added: "We are confident integrating these capabilities into one team will enhance Morningstar's investment ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
... advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified, holistic portfolios comprising quality and ...

Lessons from GPIF: Mizuno

ANNABELLE DICKSON  |  THURSDAY, 3 JUN 2021
... climate policy matters into their own hands if their governments are unwilling to do so. Speaking at the Morningstar Investment Conference, United Nations special envoy on innovative finance and sustainable investments Hiro Mizuno was asked what Australian ...

Australia bottoms out on fund disclosure

ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
... These include Australian managers such as Aberdeen Standard, Cbus, Franklin Templeton, J.P. Morgan, MFS, Morningstar Investment Management, Nikko AM, Pengana, PIMCO, RARE Infrastructure, Fidelity International and Vanguard, to name a few," Kennaway said. ...
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