MORNINGSTAR

Policy & Regulation

New research from Morningstar shows that 70 per cent of Australia’s top 10 performing wholesale funds delivered double digit income returns in the 12 months to June 2005,...

Financial planning

Boutique research house Zenith has put out a review of Australia’s international equities funds, with Macquarie and AWFM Davis coming out on top....

Financial planning

For the second time in a week investors have been told to hold off on investing in funds managed by Colonial First State, sparking expectations of radical changes to the ...

Funds management

In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...

Funds management

Ausbil Dexia: Although Ausbil Dexia is not new to the boutique scene, having first pushed its way into the Australian market in 1997, a number of research analysts predic...

Financial planning

All the trouble Perpetual Investments went to set up its Dublin-based international share fund looks to be paying off, with three Australian research houses slapping a st...

People & Products

The departure of the head of BT’s listed property team, Antoinette Platter, has not resulted in any ratings downgrades, but will do little to boost the fund manager’s cur...

Financial planning

Colonial First State’s in-house funds management arm suffered another blow today with both of its small caps funds downgraded to a ‘hold’ rating by research house Morning...

Financial planning

MLC has strayed further down the road of “over-diversification” in adding a ninth Australian equities manager to its portfolio, a Morningstar analyst has said....

Financial planning

The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...

Financial planning

Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....

Superannuation

Any adviser unclear over the extent to which super choice will raise the bar on their duty of care towards clients need only look to the recent experience of their collea...

Financial planning

Local fund managers are sure to cash in on a decision today by US-based research giant Morningstar to include Australian funds on its global research platform, the head o...

Financial planning

Deutsche Asset Management’s Global Select Equity and Global Bond funds have been hit with multiple ‘hold’ recommendations due to management changes resulting from the sal...

Financial planning

Mercer Global Investments added three diversified and four sector funds to its investment products range, taking a more aggressive approach to achieving returns whilst re...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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