MORNINGSTAR

Financial planning

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

Financial planning

A Morningstar study of best practice in funds management has produced unflattering marks for Australia and New Zealand....

Funds management

The APN Property Income Fund outpaced index by over 8 per cent for first the quarter of 2009, but was not subject to the full valuation process of its counterparts....

Financial planning

Zenith Investment Partners has joined the ranks of other research houses recommending active management in the current turbulent environment....

Financial planning

Short-term liquidity is still an issue and investors must realise that mortgage funds are more suitable for long-term investment....

Funds management

Research house Morningstar offers qualitative assessment of 15 global listed property strategies; says fully-hedged funds will miss out this year and it's time to re-esta...

Financial planning

BT Wholesale Imputation Fund brokerage dropped by 0.5 per cent....

Financial planning

Fund's exposure to "higher-yielding but riskier sectors" such as construction and pre-developed land fed Morningstar's concerns....

Funds management

Morningstar to reclassify international equities fund at the completion of acquisition on April 30....

Financial planning

The fallout from the financial crisis has hit platforms hard, with funds under administration and their bottom lines slumping dramatically. And as John Wilkinson reports,...

Financial planning

When it comes to fund manager performance in 2008-09, Amal Awad reports that the best-performing managers are those whose investment returns have plumbed lesser depths....

Editorial

The heads of two of Australia’s leading investment research houses have signalled a return to relevance for active investment managers....

Financial planning

Active management in a volatile market has the potential to deliver better returns after fees than index funds...

Financial planning

$38 billion lost in December 2008 quarter....

Editorial

The financial services industry largely failed to protect its clients through the market decline. A focus on robust market valuation and a willingness to adjust portfolio...

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