morningstar

Funds management

Outperforming managers with skills hard to find

Fund managers producing consistent levels of outperformance are hard to find with only two per cent producing a regular average of 2.5 per cent above benchmark....

Funds management

Australian funds steady in July

The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...

Rate the raters

Managers look past money to focus on results

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

Funds management

Planners cautioned on objective based strategies

Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....

Financial planning

Median managers post solid year across board

Median managers across all major investment classes posted above index performance for the past financial year according to statistics released by Morningstar as part of ...

Financial planning

Morningstar announces research team changes

Morningstar announces changes to its research team make-up....

Financial planning

Morningstar launches stewardship ratings

Morningstar has launched stewardship ratings for Australian and New Zealand stocks, based a company’s capital allocation policies and track record. ...

Financial planning

FSC builds ties with Korea

The Financial Services Council (FSC) has signed memoranda of understanding (MOU) with Korea to foster financial services trade and investment between Australia and Korea....

Financial planning

Retirement saving criteria creating false expectations

Retirement savings calculations may be using incorrect values for the level of savings required creating a false gap between reality and expectations. ...

Editorial

ETF: The low-cost revolution

ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...

Superannuation

Morningstar to launch Approved Share Lists for SMSFs

Morningstar will launch an Approved Share List for SMSF advisers dealing with rapid growth of the sector....

Funds management

Fund managers work best outside bank culture

Former head of BT, Rob Coombe, claims funds management groups operate better when not under bank control. ...

Funds management

Aussie shares outshine in April: Morningstar

Australian shares surpassed international shares over April, with Australian listed property the standout for growth assets, the Morningstar Australian Institutional Surv...

Editorial

Why alternative investments could be a hot ticket option in 2014

Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...