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MORNINGSTAR

Funds management

Morningstar Australasia has added three new strategies to its six-monthly Prospects Report which aims to highlight promising investment strategies....

Funds management

Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....

Funds management

Platypus, ECPAM and Hyperion have been named the best performing Australian share strategies by Morningstar....

Superannuation

UBS has announced it has selected Morningstar Australasia to deliver market commentary feeds for its platform for super funds....

Funds management

Ageing demographics and a greater focus on real returns strategies have driven a launch of a series of multi-asset products, according to Morningstar....

People & Products

AMP has appointed Morningstar as the external research provider for its advice business. ...

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....

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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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