RESEARCH HOUSE

Financial planning

Challenger’s Australian share and socially responsible investment (SRI) capabilities have been assessed as strong by research house Assirt in the latest review of the fun...

Financial planning

The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...

Financial planning

Assirt rates Tower’s business management as competent while rating its operating capability as strong in its review of the funds manager....

Financial planning

Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...

Financial planning

Standard & Poor’s (S&P) is preparing to launch a ratings system for managed funds in a move that will bolster its already considerable push into the Australian funds mana...

Financial planning

Dimensional Fund Advisors (DFA) has been rated as a strong manager with strong sectors, while its four funds earned four stars in the latest review of the group from rese...

Rate the raters

The breakdown last week of the proposed deal between the William M Mercer consulting group and van Eyk Research has once again placed the spotlight well and truly on the ...

Financial planning

The former managing director of Morningstar, Graham Rich, has signed joint venture agreements with Plan-for-Life and Resnik Communications, as part of the role out of his...

Financial planning

ING has retained its overall four star fund manager rating from Morningstar despite being marked down in two of its sector strength ratings: Australian fixed interest and...

Financial planning

Assirt chief executive Krystyna Weston has announced her departure from the research house to take up the role of head of retail distribution with AMP Henderson Global In...

People & Products

Assirt chief executive Krystyna Weston has announced her departure from the research house to take up the role of head of retail distribution with AMP Henderson Global In...

Financial planning

Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...

Financial planning

HSBC’s overall three star rating from Morningstar has survived a review by the research house which had scaled down the majority of the fund manager’s qualitive ratings....

Financial planning

BT Funds Management (BTFM) will expand its international capabilities with the addition of small number of Australian analysts in the group’s investment offices in Singap...

Financial planning

Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...

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