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Showing 1 - 3 of 3 results for "Morningstar shows"

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... Female fund managers generate 1.2% alpha on average compared to the broader population, a new analysis from Morningstar shows. The assessment of 62 portfolio management teams led by women were able to achieve 0.89% in alpha annualised over five years ...

Merging super funds guaranteed tax relief

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... investments, will impose an "unnecessary tax compliance burden on Australia's managed funds". "A recent survey by Morningstar shows Australia ranks equal last for tax and regulation of managed funds and the SGE change will not help improve our ranking," ...

Industry overestimates amount needed for retirement

MARK SMITH  |  THURSDAY, 6 MAR 2014
... fund the average retirement is much lower than the global pension industry currently estimates, research from Morningstar shows. Using US government data and a "fairly simple" market and mortality model, the investment researcher put commonly held assumptions ...
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