KATE KACHOR explores the research process and finds facts still speak louder than words....
The words ethics and integrity seem to sit comfortably alongside the work of research groups. But, as GEORGE LIONDIS reports, funds managers paint an entirely different p...
<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 ...
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...
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...
Up to 20 per cent of Morningstar Australia’s capacity staff has left the company over the past three months, reportedly due to “dissatisfaction with the lack of company d...
Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....
Research house Morningstar has given the thumbs up to IOOF after the fund manager appointed two international specialist fixed interest managers for its suite of multi-se...
The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...
Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...
Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...
Following a downward trend in the performance of its funds, Morningstar has downgraded Credit Suisse Asset Management from a five to a four star fund manager....
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
As much as US advisers would love exclusive rights to the financial intermediary needs of all Americans, the reality is that with a fast-growing and profitable customer b...
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...