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MORNINGSTAR
Financial planning
Morningstar has downgraded BT/Sagitta’s listed property outlook in response to the recent team changes, while upgrading BT’s international equities outlook....
Financial planning
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...
Rate the raters
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...
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....
Financial planning
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 ...
Rate the raters
Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....
Editorial
Many property syndicates have such flawed structures they would be completely unacceptable in any other form of managed investment, says Rob Keavney....
Financial planning
Former associate director with Assirt, Anthony Serhan, has joined rival research house Morningstar as head of consulting....
Financial planning
Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....
Financial planning
The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....
Financial planning
Morningstar Australia has sacked its head of research Daisy Chee a year after it removed its previous managing director Graham Rich....
Financial planning
Hunter Hall Investment Management has been given a damning report card by Morningstar in the research house’s sector strength rating of the boutique manager....
Financial planning
The Morningstar research house has given its tick of approval to Colonial First State’s decision to link up with 452 Capital, reconfirming Colonial as a five star manager...
Financial planning
Morningstar Inc managing director Don Phillips has stated the style of research undertaken by the Australian operation of Morningstar will not change and the group will r...
Financial planning
The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...