morningstar

Financial planning

Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...

Financial planning

Fundies unclear about additional fee structures

Vague performance fee structures are making it hard for advisers and investors to compare funds....

Editorial

Asset classes and product types: considering the alternatives

What asset classes/product types does your firm include under the 'alternatives' label? Why? How many strategies/funds do you rate in each?...

Editorial

Asset classes and product types: considering the alternatives

PortfolioConstruction Forum, in association with Money Management, asked the research houses the following questions: What asset classes/product types does your firm incl...

Editorial

April research round-up

PorfolioConstruction Forum asks the major research houses about their most recent projects and appointments....

Financial planning

Morningstar strengthens funds research team

Morningstar has added to its fund research team with the appointment of an associate analyst and the promotion of three team members....

Financial planning

Research fund house update

What's the latest for the major research fund houses?...

Editorial

March research round-up

PortfolioConstruction Forum asks: What's the latest for the major research fund houses?...

Editorial

Analysing the raters

PortfolioConstruction Forum asked the research houses: Of the 15,000 managed funds on offer in the Australian market, how do you determine which ones you will rate, and w...

Funds management

Morningstar urges caution on emerging markets

The challenge for investors and advisers when it comes to investing in emerging markets is harnessing the benefits of anticipated sustained economic growth of developing ...

Financial planning

Investor and consumer sentiment stubbornly conservative

Investment managers say it's anyone's guess when consumer and investor sentiment will shift away from conservatism, writes Caroline Munro....

Financial planning

Investor experience a key measure

Morningstar US head argues investor experience can count for more than total returns when weighing fund performance....

Financial planning

Colonial picks Morningstar as research provider

Morningstar has picked up the research mandate for the Colonial First State (CFS) Advice Business at the expense of S&P....

Financial planning

Researchers move to increase transparency

Research houses may claim to be taking an important step towards greater transparency in the release of their performance statistics, but the depth of this information ha...