RESEARCH HOUSE

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

In line with Assirt shifting its focus from a pure research based group to offering diversified research consultancy services, former NSP Buck investment consultant gener...

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 has brought to the surface a number of grievances and added a missing element in the debate on the value ...

Rate the raters

Despite rating the value that research houses provide as high, funds managers are not clear on how the research market differentiates itself, and as a result, who is best...

Editorial

Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...

Financial planning

Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....

Financial planning

There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...

Financial planning

Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...

Financial planning

Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...

Financial planning

Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....

Financial planning

Morningstar Research Pty Ltd chief executive and publisher, Graham Rich, is filing for damages against the group’s US based majority shareholder, Morningstar Inc....

Financial planning

The methodology for finding the Top 10 Most Influential lists was that Money Management contacted a range of individuals throughout the industry, including those involved...

People & Products

Morningstar head of sales Toby Potter will leave the research house after submitting his resignation, effective immediately, which came at the end of a review of its busi...

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