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MORNINGSTAR
People & Products
Matt Wacher has been appointed as chief investment officer for Morningstar Investment Management, Asia Pacific, effective from late January, with Andrew Lill moving to Ch...
Rate the raters
Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate the Raters survey that Lonsec remained their favourite research...
People & Products
Mercer and Morningstar have formed an alliance to offer a single global digital platform for institutional investment manager data, performance analytics and qualitative ...
Funds management
Australian listed property, global listed property and global listed infrastructure have all experienced strong performance and flows over the past few years, according t...
People & Products
Pendal has appointed Morningstar’s managing director, research strategy Australasia, as its head of distribution, Australia. ...
Funds management
Australian income-oriented equities strategies have managed to deliver to their expectations and achieved above-average franked dividends and unitholder distribution yiel...
Funds management
For long-term global equity investors, 2017 was the sixth year in a row in which the asset class delivered a positive return, according to Morningstar’s Sector Wrap-Up....
Funds management
Australia’s exchange-traded product market has seen growth in size thanks to the rise of sustainability-focused listed products, according to Morningstar....
Funds management
Morningstar has announced the launch of its new portfolio carbon risk score, a measure that will help investors evaluate a portfolio’s exposure to carbon risk....
Funds management
Australian companies performed well in in the areas of social and governance but scored poorly in controversy in the latest Morningstar Sustainability Atlas report. ...
Funds management
Trend-following has become a well-understood alternative investment style, according to Morningstar....
Funds management
Fund managers have adopted a more cautious tone on credit as spreads have approached historic levels, according to Morningstar....
Funds management
Morningstar achieved five crown ratings for six of its 15 funds, FE’s second bi-annual Crown Rating reports. ...
Funds management
The latest FE Crown Ratings confirm that substance always defeats hype, with four of the six funds rated as having the most Crown Ratings in November, last year, continui...
Funds management
The number of new micro-cap strategies that were launched in 2017 was a ‘surprising theme’, according to Morningstar’s report....
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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...