Morningstar has added its style box tool to Australian equities funds rated by the group as part of an ongoing rollout of the tool in the local market....

Research house Morningstar has appointed ex-Assirt executive John Lozano as the head of technology for its Australian business....

Perpetual Investments has emerged as the strongest smaller companies fund manager in Morningstar’s new Australian Equities Smaller Companies qualitative sector strength r...

Master trust provider Strategic Investments Australia has dropped Sagitta Rothschild from its listed property trust lineup following the recent departures of a number of ...

With over two decades in the game, dealer manager Michael Summers has always kept his practices ahead of their time. John Wilkinson reports....

Morningstar has appointed former chief operating officer Scott Cooley as chief executive officer of its Australian and New Zealand businesses....

Recent ratings from Assirt, Lonsec and Morningstar....

Geof Marsh has joined Morningstar as Australian national account executive, and will now be responsible for managing and developing the research house’s relationships wit...

Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...

Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....

Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...

The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...

Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....

For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...