Morningstar moves into ETF research
Morningstar Australasia, a provider of independent investment research, has begun publishing qualitative analyst research on Australian-offered exchange-traded funds (ETFs).
The first set of reports covered seven iShares ETFs, the three State Street SPDRs, and the three Vanguard ETFs offered locally, representing 96 per cent of total Australian assets invested in ETFs as of 31 July, 2010.
Morningstar’s ETF reports contained ratings and commentary, as well as performance data. The research house currently employs 15 ETF analysts and tracks around 4,000 ETFs globally.
Recommended for you
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.