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Showing 1 - 10 of 74 results for "Morningstar"

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 ...

Morningstar boosts analyst team

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025  |  NEWS
Morningstar Australasia has bolstered its manager research team with two new hires. Eun Sub Kim joins as senior manager research analyst for fixed interest, reporting to Thomas Dutka. He was most recently at Mercer as a market strategist and investment ...

Aussie executive tapped for top Kiwi job

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... business development, he covered both the institutional and wholesale markets. Before that, he spent nine years at Morningstar, running the firm's alternative investment funds. Before that, he did a stint as a senior analyst at Ellerston Capital ...

Morningstar Sustainalytics names climate, nature solutions lead

JAMIE WILLIAMSON  |  FRIDAY, 21 NOV 2025  |  NEWS
Jodie Tapscott has been appointed head of climate and nature solutions at Morningstar Sustainalytics. Tapscott will lead Morningstar Sustainalytics' climate and nature product strategy, development and delivery. This includes driving innovation at the ...
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