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Showing 11 - 20 of 74 results for "Morningstar"

First Sentier merges sustainable manager into FSSA

JAMIE WILLIAMSON  |  THURSDAY, 13 NOV 2025  |  NEWS
... said. The decision follows the departures of David Gait, Sashi Reddy and Sujaya Desai in August. Upon their exit, Morningstar reviewed the rating for the Global Emerging Markets Leaders Fund, with the research house saying the departures "raised concerns ...

HESTA pays $40k fine for greenwashing

ELIZA BAVIN  |  THURSDAY, 6 NOV 2025  |  NEWS
... issued infringement notices to other licensees in response to concerns about alleged greenwashing including against Morningstar, Future Super, Diversa Trustees, Northern Trust Asset Management and Melbourne Securities, between 2022 and 2024. ASIC also ...

Asset owners prioritise climate action in investment strategies: Survey

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025  |  NEWS
Morningstar's fourth annual Voice of the Asset Owner survey offers insights into how Australian asset owners are navigating an evolving investment landscape amid growing global disruptions and climate imperatives. The survey polled 50 Australian asset ...

Portfolio managers exit Stewart Investors

KARREN VERGARA  |  MONDAY, 25 AUG 2025  |  NEWS
... Leaders Fund since 2022. Reddy was with the firm for more than 18 years, while Desai was closing in on nine years. Morningstar has been forced to review the rating of the Global Emerging Markets Leaders Fund upon the trio's exit. The fund had a rating ...

Ethical ETFs to hit $15bn in assets

JAMIE WILLIAMSON  |  MONDAY, 11 AUG 2025  |  NEWS
... in 2021 and 2022, in the first half of the year about $500 million in new money was seen. Though, at the same time, Morningstar estimates about $253 million left sustainable funds, including ETFs, in Australia and New Zealand. "Despite some headwinds ...

Europe remains bullish on ESG funds: Morningstar

MATTHEW WAI  |  MONDAY, 28 JUL 2025  |  NEWS
... second quarter of 2025, presenting a notable rebound despite geopolitical and regulatory uncertainties, according to Morningstar. Following record first quarter results, Morningstar's Global Sustainable Fund Flows: Q2 2025 in Review indicated the momentum ...

Aware Super names portfolio and construction lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
... head of equities. Other previous roles include portfolio manager at Intech Investment Consultants, now part of the Morningstar Group. "Michael brings extensive investment expertise and leadership experience. We are thrilled to have him on board," said ...

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025  |  NEWS
... This function has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar Investment, where she ran institutional portfolio management and solutions. The new leads report to ART investment chief ...

Asset managers back new Avoided Emissions Platform

KARREN VERGARA  |  MONDAY, 7 APR 2025  |  NEWS
... EDF, Eramet and Fives are some of the global corporations partnered in the initiative. The data providers include Morningstar Sustainalytics and Sustainable Fitch.

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025  |  NEWS
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...