RESEARCH HOUSE

People & Products

Morningstar head of sales Toby Potter will leave the research house after submitting his resignation, effective immediately, which came at the end of a review of its busi...

Financial planning

Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...

Funds management

Assirt is to include hedge funds on its research radar for the first time....

Financial planning

News of the departure of Chris Selth from the head of international equities at BT has not made a great impression on researchers Lonsdale Securities (Lonsec) and Investo...

Funds management

Investors in property would do well to reweight their investment portfolio to commercial rather than retail property, says research house BIS Shrapnel....

Funds management

The Deutsche owned Paladin Property Securities has been recognised for its performance in the property investment market with an award of best overall fund by Property In...

Financial planning

Fund manager Tyndall Investment Manager has received conflicting ratings from two of the industry’s research houses....

Financial planning

Zurich has joined the four-star club for managers rated by Morningstar....

Financial planning

Morningstar has upped its star rating of Rothschild funds from three to four....

Financial planning

AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....

Financial planning

Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....

Financial planning

Assirt Research head of ratings Patrick Bennett will be leaving the group to take on a role in funds management with ING....

Financial planning

Morningstar has brought in its original founder, Joe Mansueto, to replace Don Phillips as chief executive of the US-based business....

Financial planning

Morningstar is set to expand its product offerings with the roll out of further products designed at bringing its local offerings in line with that offered through the re...

Financial planning

Poor performance by AMP’s older style funds have dragged down the fund manager’s Morningstar overall rating to three stars....

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