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Showing 1 - 10 of 21 results for "Simon Scott"

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... also worked in managed funds research and advisory in Australia for Macquarie and Lonsec. He said Michael Malseed and Simon Scott will provide day-to-day oversight on an interim basis with additional support from Morningstar's regional analyst teams ...

MA Financial Group expands research team

CHLOE WALKER  |  MONDAY, 17 JUL 2023
... "Paul brings significant experience and deep sector relationships to the team," MA Moelis Australia head of markets Simon Scott said. "Natural resources have long been a global strength of Moelis & Co, our strategic alliance partner, and we are looking ...

Portfolio manager departs

KANIKA SOOD  |  FRIDAY, 6 SEP 2019
... enviable stability over the decades, and this has cultivated a strong investment culture," Morningstar senior analyst Simon Scott said in a note. "Pleasingly, seasoned decision-makers Brian Matthews and Scott Weiner remain. Furthermore, Eric Souders ...

S&P withdraws Ashton-Paulson rating

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... level of conviction. He said Ashton Advisors (Australia) is working with Standard & Poor's to address this issue. Simon Scott, analyst at Standard & Poor's, said the ratings firm was concerned about the fund's liquidity profile, double layer of fees ...

BT Global Macro gains three stars

MICHAEL HOBBS  |  TUESDAY, 3 FEB 2009
... asset classes. Instead, the actively managed fund aims to generate alpha from market neutral top down strategies. Simon Scott, Standard & Poor's fund services analyst, said the fund's team is appropriately qualified and has the quantitative knowledge ...

S&P reinstates ratings for 18 funds

RUTH LIEW  |  THURSDAY, 2 OCT 2008
... that these multi-manager, multi-strategy funds can continue to meet their objectives," said S&P Fund Services analyst Simon Scott. S&P's latest move followed a similar decision to release four funds from its 'On Hold' rating late last week. Despite the ...

Four funds crossed off "On Hold" list

RUTH LIEW  |  FRIDAY, 26 SEP 2008
... strategies and implement their positions through the futures and forwards markets," said S&P Fund Services analyst Simon Scott. "After consultation with these and a number of other participants, we are comfortable that the derivatives markets are functioning ...

More than 50 funds 'on hold' after shorting ban

RUTH LIEW  |  TUESDAY, 23 SEP 2008
... house's decision to put 57 funds on hold is "the best course of action" following the recent ban on short selling. Simon Scott, fund analyst at Standard & Poor's, said the ratings house was in the midst of a long/short review of funds when news broke ...

S&P studies single manager alternatives

MICHAEL HOBBS  |  MONDAY, 4 AUG 2008
... access to a new or hard to obtain manager or strategy, or deriving income off a well-established growth process," said Simon Scott, Standard & Poor's analyst. "The mix of funds ranges from single-strategy hedge funds, to simple bond/equity tactical allocations ...

DWS Strategic Value gains four stars

MEDIA RELEASE  |  WEDNESDAY, 30 JUL 2008
... As always, the investor incurs some costs to achieve this, but these are not unreasonable," said S&P fund analyst, Simon Scott. "This method is one of the strongest that S&P has seen to date to provide daily liquidity in this asset class," he added.
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