research house

Financial planning

Portfolio Partners’ elite fund taken off hold

Standard & Poor’s has removed the ‘hold’ rating it placed on Portfolio Partners’ concentrated Australian equity fund, the Elite Opportunities Trust....

Financial planning

Citigroup funds on hold after transfer to Legg Mason

Standard and Poor’s has placed a number of Citigroup Asset Management’s funds and sectors on hold following the sale of the division to Legg Mason, which was announced on...

Financial planning

Challenger-HSBC gets first researcher tick

Challenger Financial Services’ purchase of HSBC Asset Management Australia has had its first tick of approval from a research house, with Navigator retaining its ratings ...

Financial planning

Managers call researchers on conflicts

Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...

Financial planning

Research groups: who is fairest of them all?

The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...

Financial planning

Another researcher suspends HSBC ratings

Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...

Financial planning

S&P to alter ratings process

Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...

Rate the raters

Time to rate the researchers

The power of research houses is highlighted by the recent decision of UBS to no longer allow its funds to be rated by van Eyk, which it sees as a competitor....

Financial planning

S&P lays down gauntlet

Standard and Poor’s (S&P) has wasted no time taking up the challenge to its competitors following its purchase of Assirt from the St George bank last week, claiming it wo...

Financial planning

Sunsuper shines at dawn of choice

Publicly offered superannuation fund SunSuper is pushing its credentials on the eve of fund choice, boasting of a positive rating from a research house, and a series of c...

Financial planning

Assirt staff to survive S&P sale

Standard and Poor’s has pledged to keep the majority of Assirt staff, as well as maintain the Assirt brand, after it ended month’s of speculation by agreeing to buy the r...

Financial planning

Rival researchers keen on Assirt

Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...

Financial planning

Challenger’s loss is MFS’ gain

Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...

Policy & Regulation

Morningstar to track after-tax returns

The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...

Financial planning

Vanguard, Pimco top fixed interest class

Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....