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MORNINGSTAR
Financial planning
HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....
Financial planning
The agribusiness industry has some serious hurdles to overcome if it is to become part of the mainstream of investments recommended by financial advisers in Australia....
Editorial
Efficient Market Theory (EMT) argues talent and effort have no affect on market outcomes. ROB KEAVNEY analyses the theory and its impact on developing investment methodol...
Financial planning
Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...
Financial planning
Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...
Financial planning
Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Financial planning
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Financial planning
Research house InvestorWeb will phase out the purchase of raw data from Morningstar as it seeks to create its own, depriving the latter of a sizeable portion of its reven...
Financial planning
Morningstar has reconfirmed the Tower group’s one star rating indicating a relatively ‘very poor quality’ fund manager....
Financial planning
Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...
Rate the raters
<i>Money Management</i><i>’</i><i>s </i>‘Rating the Raters’ survey was carried out in conjunction with Tom Collins from the Tom Collins Consultancy....
Rate the raters
KATE KACHOR explores the research process and finds facts still speak louder than words....
Rate the raters
The words ethics and integrity seem to sit comfortably alongside the work of research groups. But, as GEORGE LIONDIS reports, funds managers paint an entirely different p...
Rate the raters
<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...