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Showing 1 - 10 of 58 results for "Morningstar"

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 ...

Morningstar adds to multi-asset team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025  |  NEWS
A Mercer portfolio strategist has joined Morningstar Investment Management Australia as a portfolio manager. Morningstar has hired Joel Grosvenor as a portfolio manager with its multi-asset investment team. Grosvenor - who can count over 15 years of ...

Westpac launches social term deposit

ELIZA BAVIN  |  THURSDAY, 20 MAR 2025  |  NEWS
... solution with three Westpac Institutional Bank clients: City of Sydney, University of Sydney and La Trobe University." Morningstar Sustainalytics head of sustainable fixed income research Barbara Lambotte said the deposit seems well-positioned. "The ...

EV boom fuels lithium surge, but risks are significant

ROSE MARY PETRASS  |  TUESDAY, 25 FEB 2025  |  NEWS
... traditional operations over the long term, according to Martin Vezér, ESG research associate director, thematic research at Morningstar Sustainalytics. Vezér is an expert on a wide range of ESG topics, from investment exposure to carbon transition ...

Colonial First State loses private markets manager

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025  |  NEWS
... Cheang joined CFS four years ago from AMP Capital. Before that, he was a senior analyst at BT Financial Group and Morningstar. Much earlier in his career, he worked at the London-based BT Pension Scheme Management, Credit Suisse and Schroders.

Google's DEI dump may tank ESG score

ROSE MARY PETRASS  |  MONDAY, 10 FEB 2025  |  NEWS
... businesses that abandon DEI have not experienced a decline in their ESG scores - but a decline is expected, according to Morningstar. Changes to ESG scores take time because Morningstar relies on information like reports and policies, not public statements. ...

ETF fund flows hit US$16bn

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025  |  NEWS
... the year the category held $14.13 billion in FUM, according to Betashares. Looking at the broader market, data from Morningstar - which includes the New Zealand market and unlisted and open-ended funds - puts fund flows at US$16 billion over the same ...
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