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Showing 51 - 58 of 58 results for "Morningstar"

Sustainalytics CEO discusses impact of Morningstar ownership stake

RACHEL ALEMBAKIS  |  FRIDAY, 18 AUG 2017  |  NEWS
Morningstar, Inc. a leading provider of independent investment research, has acquired a 40% stake in Sustainalytics, a leading global provider of environmental, social, and governance (ESG) research and ratings. Michael Jantzi, CEO, Sustainalytics Morningstar ...

VicSuper launches updated Socially Conscious investment option

RACHEL ALEMBAKIS  |  FRIDAY, 9 JUN 2017  |  NEWS
... can invest in alignment with their social and environmental values and not pay any extra to do it. The most recent Morningstar research shows that funds that are labelled "ESG" or "ethical" are generally more expensive than non-ESG funds."

AXA IM SmartBeta fund receives local recognition

RACHEL ALEMBAKIS  |  FRIDAY, 26 AUG 2016  |  NEWS
... specifically recognising the fund's risk adjusted returns. This adds to recent industry recognition - the fund has received a Morningstar Sustainability Rating of high, and received responsible investment certification by the Responsible Investment Association ...

New Zealand responsible investment tops NZ$78bn: RIAA

RACHEL ALEMBAKIS  |  WEDNESDAY, 27 JUL 2016  |  NEWS
... collection survey, consisting of the value of assets under management (AUM), investment strategies and fund performance. Morningstar provide data for total assets under management in NZ as well as the average performance of mainstream managed fund categories ...

Future Super, Thomson Reuters launch new indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 2 SEP 2015  |  NEWS
... to allow the public to understand how fossil fuels are performing at any given day and time." Future Super uses the Morningstar balanced fund index as a benchmark for its performance. The indices are based on the Thomson Reuters Australia Index, a market ...

Will sustainability survive the end of the boom?

JOSH DOWSE  |  FRIDAY, 7 DEC 2012  |  NEWS
... Australia will shortly be releasing its annual report on the adoption and performance of ESG-related investments. If the Morningstar figures for ESG investments show a rise in funds under management or the outperformance of those funds compared to non-ESG ...

Australian Ethical funds post mixed month for February

RACHEL ALEMBAKIS  |  WEDNESDAY, 11 APR 2012  |  NEWS
... outperforming the benchmark 90 Day Bank Bills Rate which returned 0.36%.The Balanced Trust rose 1.4%, underperforming the Morningstar Multisector Balanced Peer Index, which rose 1.5%.

James Thier retires from Australian Ethical

RACHEL ALEMBAKIS  |  FRIDAY, 26 AUG 2011  |  NEWS
... ethics." Since inception, Australian Ethical's balanced trust managed fund has returned 6.2% against its benchmark, the Morningstar Multisector Balanced, returning 6.7%. Its smaller companies trust has returned 9.1% since inception versus the benchmark ...
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