This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

Although the rest of the world has moved heavily into index funds in recent years, Australians and Kiwis have to a degree maintained their love affair with an active mana...

The domestic Exchange Traded Fund (ETF) sector has grown rapidly in the last quarter, thanks to a spike in the Australian stock market, Morningstar has revealed. ...

With both bonds and equities looking set to struggle if inflation rises, it will be important to limit exposure to them via diversification and dynamic asset allocation, ...

The Asian equities market is vulnerable to US quantitative easing in the short term, but the market itself is very diverse and the longer-term outlook stronger. ...

As the boom in the Australian economy recedes, investors from this country are beginning to look at rising Asian equities as a strategy to boost returns – but a sense of ...

Morningstar analysis paints the big four banks as being an oligopoly which is stronger now than before the GFC....

Investing in hedge funds is one of the more polarising topics in the investment world. There are strongly-held views at each end of the spectrum, with little in-between, ...

Former Standard and Poor’s executive managing director Tom Schiller has joined independent research agency Morningstar as it looks to expand its Asia-Pacific presence. ...

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

With large parts of the investment industry focused on benchmark-hugging rather than rocking the boat, it can be a tough time to be a boutique fund manager, but ultimatel...

Despite having a global presence and scale it was the specific product and services offered locally that have boosted the reputation of Morningstar, according to responde...

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

The old adage that managed funds launched in a short space of time and/or pursuing specific themes can herald poor future returns has a great deal of validity, warns Juli...