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RESEARCH HOUSE
Rate the raters
Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Financial planning
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Financial planning
In line with Assirt shifting its focus from a pure research based group to offering diversified research consultancy services, former NSP Buck investment consultant gener...
Financial planning
Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...
Rate the raters
<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 ...
Rate the raters
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...
Editorial
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...
Financial planning
Research house Morningstar says it is definitely not pulling out of the Australian market despite continuing industry speculation that such a move is imminent....
Financial planning
There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...
Financial planning
Van Eyk Research has placed a hold on Rothschild Australian Asset Management’s (RAAM) International Equities fund, going against decisions earlier in the week by both Ass...
Financial planning
Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...
Financial planning
Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....
Financial planning
Morningstar Research Pty Ltd chief executive and publisher, Graham Rich, is filing for damages against the group’s US based majority shareholder, Morningstar Inc....
Financial planning
The methodology for finding the Top 10 Most Influential lists was that Money Management contacted a range of individuals throughout the industry, including those involved...
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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,...