research house

Financial planning

JBWere culture limits Morningstar rating

Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...

Financial planning

Morningstar rates IOOF as mid range

Morningstar has released its business and management strength rating for IOOF and its funds management arm Perennial Partners giving the group a three out of five rating,...

Financial planning

InvestorWeb reaffirms intention to remain for the long haul

InvestorWeb Research has responded angrily to recent press reports that there was some question mark over the continuation of its research operations following the merger...

Financial planning

Deutsche gets solid qual rating, despite integration issues

Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...

Financial planning

Morningstar gives Barclays solid qual report

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

Financial planning

Challenger scores solidly from Assirt

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

Assirt drops Colonial Australian shares

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 gives Tower mixed review

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

Financial planning

Assirt slams Merrill’s offshore capabilities

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

S&P forges ahead with fund research

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

Assirt rates Dimensional as strong

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

Spotlight again cast on researchers

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

Rich in Brillient joint ventures

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 retains rating from Morningstar

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 heads to AMP Hendersons

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...