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Showing 1 - 10 of 77 results for "Morningstar"

Local sustainable funds fall into outflows: Morningstar

KARREN VERGARA  |  THURSDAY, 6 AUG 2026  |  NEWS
... Australia and New Zealand shed almost US$120 million, ending a three-quarter run of positive inflows, according to Morningstar. Despite the outflows, total sustainable fund assets across Australia and New Zealand grew to about US$40.2 billion at the ...

Ratings downgrade, governance issues to stunt Centuria Bass Credit Fund flows: Morningstar

KARREN VERGARA  |  FRIDAY, 31 JUL 2026  |  NEWS
Amid a ratings downgrade and possible governance issues concerning the Centuria Bass Credit Fund (CBCF), Morningstar predicts the property debt fund will be pulled from major investment platforms and unlikely receive new inflows. In an analyst note ...

Macquarie injects more into Southern Water with new partner

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026  |  NEWS
... polluted rivers and coastal waters in southern England and was handed a record fine of £90 million ($172m) in 2021. Morningstar noted Southern Water was among five firms in the UK which were not allowed to hike bills by as much as they had requested ...

Values take a backseat to performance: Morningstar

MICHELLE BALTAZAR  |  FRIDAY, 29 MAY 2026  |  NEWS
... the session were RIAA's top policy and certification experts. Shamir Popat, senior manager research analyst at Morningstar, delivered some home truths, particularly with the defence sector outperforming most indices in the last 12 months. "You had ...

Green moves: Australian Ethical, KPMG, Morningstar Sustainalytics

ELIZABETH FRY, RIDDHIMA TALWANI  |  THURSDAY, 12 MAR 2026  |  NEWS
Morningstar Sustainalytics has promoted its Australia and New Zealand commercial lead to head sales across Asia Pacific. Michelle Cameron will oversee the firm's sales and client success teams across the region, working with institutional investors ...

Morningstar Sustainalytics launches climate investment tool

MATTHEW WAI  |  THURSDAY, 5 FEB 2026  |  NEWS
Morningstar Sustainalytics has launched the updated Climate Transition Toolkit. The toolkit is designed to help investors manage climate integration by providing targeted transition relevant data, metrics and insights to support investment, research ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... software firm has recruited James Louw as chief growth officer, while Sarah Murray will oversee products. Louw joins from Morningstar, where he most recently served as head of wealth solutions. In his new role, he will be responsible for aligning sales ...

Pathzero partners with global providers to integrate climate data

RIDDHIMA TALWANI  |  WEDNESDAY, 21 JAN 2026  |  NEWS
Pathzero is collaborating with S&P Global Energy, MSCI and Morningstar Sustainalytics to help institutional investors access auditable climate data across both private and public markets on one secure platform. The Australian-founded platform is offering ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ...

Sustainable investing trends for 2026: Morningstar Sustainalytics

ANGELIQUE MINAS  |  THURSDAY, 8 JAN 2026  |  NEWS
In its recent Sustainable Investing Trends report, Morningstar Sustainalytics provided a comprehensive review of sustainable investing in 2025 and market insights for the new year. Characterising 2025 as an "undeniably challenging year for ESG and sustainable ...
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