Return per unit risk has fallen for core assets worldwide – and especially in the US, Morningstar capital markets head Philip Straehl says.
Meredith BoothJune 12, 2018
Clearing complexity out of a portfolio is particularly challenging in tough markets but it pays off in more ways than one.
Jean-Paul PelosiJune 1, 2018
Catholic Super and Hostplus delivered 10.1 per cent for MySuper members in 2016, leading a pack of industry funds that topped the rankings.
Dan PurvesJanuary 19, 2017
Changing the way in which job adverts are written and requiring search firms to include relevant female candidates have been recommended to increase gender diversity in the investment industry. Heather Brilliant, CFA board member and chief executive of Morningstar Australia, told attendees at the CFA Societies’ Australia Investment Conference in Sydney, that single sex investment […]
Dan PurvesOctober 15, 2015
The 50 per cent of Australian funds that disclose holdings on a regular basis stand to gain from the growing priority investors place on transparency and open business practices, according to the chief executive of Morningstar Australia. Heather Brilliant, whose background is in equity analysis in the USA, believes such practices should be a hygiene […]
David RowleyAugust 17, 2015
Three leading investment experts have called for the debate over how to classify growth and defensive assets to be abandoned, following an exchange of views in Investment Magazine. Over the past 10 days IM has published views from PwC and Sam Sicilia, chief investment officer of HOSTPLUS on the issue. PwC highlighted how differing interpretations […]
David RowleyJuly 16, 2015
Restoring trust in the funds management industry, through improved personal integrity, is mutually beneficial to the end investor and to funds management firms, a panel of industry participants said at a CFA Society lunch yesterday, launching the “Putting the Investor First” week. http://www.cfainstitute.org/learning/future/getinvolved/Pages/community.aspx Investor First Week is part of CFA Institute’s global Future of Finance […]
Amanda WhiteMay 13, 2014