Articles tagged with 'Morningstar'
Top five KiwiSaver providers continue market share jostle
8 August 2024 - KiwiSaver assets rose $3.5 billion to $110.8b at the end of the June quarter, up $13.3b from the June quarter last year.
QuayStreet and Generate prominent in Morningstar’s latest KiwiSaver results
8 May 2024 - KiwiSaver assets increased, owing significantly to market movements, to end the March quarter at $108.6 billion, up $4 billion from the end of last year.
ESG ratings provider faces layoffs
15 September 2023 - Morningstar says it will cut 10% to 12% of the global headcount of its Sustainalytics unit that provides research and ratings on environmental, social and governance (ESG) topics
Morningstar MD heading off
12 May 2023 - Morningstar Australia and New Zealand managing director leaving the research house.
A good quarter for KiwiSaver
10 May 2023 - Rebounding share markets in the March quarter helped all the multi-sector KiwiSaver funds produce positive returns.
Milford adds more gongs to its growing collection
6 March 2023 - Milford Asset Management takes home the Morningstar fund manager of the year award for KiwiSaver for the second consecutive year and the top gong for the third year in a row.
Fund manager of the year shortlist
31 January 2023 - Morningstar has announced the finalists of the 2022 Morningstar NZ Awards.
Morningstar head of research departs
8 December 2022 - Tim Murphy is leaving Morningstar following an internal restructure.
Milford, Harbour and Bentham pick up gongs
5 March 2022 - Morningstar hands out its awards, but one category had no winner.
In defence of Magellan: Editor's Note
5 January 2022 - A stumble or two should not send a man to the gallows.
KiwiSaver rides the waves
5 August 2021 - KiwiSaver funds continue to ride the wave of buoyant stock markets with all funds making positive returns to the quarter ending June 30.
Fund history should reset after reclassification, adviser says
6 August 2020 - One financial adviser says it’s misleading that the fund that tops the Morningstar KiwiSaver growth category for five and 10-year returns was not in that category for the whole of that time.
KiwiSaver managers shake off downturn
30 July 2020 - Growth investment strategies have helped fund managers to outperform over the past quarter, Morningstar says.
NZ Funds cuts ties with Morningstar
2 May 2020 - NZ Funds has opted not to submit information to Morningstar’s fund database, driven by concerns about a lack of ability to compare life stages funds appropriately.
NZ market a better performer in slump: Morningstar
30 April 2020 - While growth funds took a hammering in the first quarter of this year, the category is still the best performer over the longer term, Morningstar’s latest KiwiSaver survey shows.
New Zealand 'below average' for investors, Morningstar says
28 April 2020 - More product providers offering tied financial advice is a “retrograde trend” that could be detrimental to investors, Morningstar says.
FMA: Tell us what you need
20 March 2020 - The Financial Markets Authority says it is “closely monitoring” the impact of coronavirus on New Zealand’s financial market and is considering all its options to ensure that markets continue to function well.
Morningstar: Don't expect another 2019
12 February 2020 - Investors are still being rewarded for taking risk – but there may not be another year like 2019 for some time, Morningstar’s director of manager research for Asia-Pacific Tim Murphy says.
Gold prices soar on back of tensions
26 January 2020 - Geopolitical tensions and low interest rates have driven the price of gold to a six-year high, but there are warnings it may not last.
Morningstar completes acquisition
2 December 2019 - Morningstar Australasia has completed its previously announced acquisition of AdviserLogic; a cloud-based, financial planning software platform for financial advisers in Australia.
Morningstar backs InvestNow
20 November 2019 - Morningstar has deployed a suite of web components for retail investment platform InvestNow.
Advisers' ESG consideration blew our minds: Morningstar
8 August 2019 - More than 60% of financial advisers think it is part of their fiduciary duty to ask clients about their ESG values and preferences – a statistic that “blew our minds a bit”, Morningstar’s director of manager research says.
KiwiSaver 'as good as it gets'
1 August 2019 - Morningstar warns the past quarter was “about as good as it gets” for KiwiSaver returns.
Research tool will expand adviser access to research: Douglas
25 June 2019 - A new research tool offered by MyFiduciary will help give smaller advice groups more access to information, principal Chris Douglas says.
Former Morningstar man teams up with the old firm
21 June 2019 - Former Morningstar research director Chris Douglas has teamed up with the research house to deliver access to a new tool for advisers.
Morningstar: Fortunes turn for KiwiSaver funds
3 May 2019 - A strong quarter for share markets has helped KiwiSaver funds back into positive territory.
Finalists in fund awards announced
19 February 2019 - Nikko Asset Management secured the most finalist nominations in this year's Morningstar Fund Manager of the Year Awards. It is a finalist in all the...
NZ fund managers better positioned than Australian: Researcher
13 February 2019 - New Zealand’s fund management sector has more competitive offerings than the Australian market – and less to worry about as regulators crack down.
KiwiSaver funds suffer under market volatility
4 February 2019 - About 60% of all KiwiSaver funds tracked by Morningstar ended 2018 in the red.
Environment changing for active managers: Researcher
29 January 2019 - New Zealand active fund managers did not deliver in 2018 on their promise to add value in volatile markets, researchers say.
Morningstar committed to New Zealand
17 December 2018 - Morningstar director of manager research, Asia-Pacific, Tim Murphy says it is still committed to the New Zealand market, despite no longer having researchers on the ground here.
No clear reason for KiwiSaver success
30 July 2018 - Morningstar says there’s no clear differentiating factor that makes high-performing KiwiSaver funds stand out.
Research boss moves on
20 July 2018 - Morningstar's director of research ratings. Asia-Pacific, is leaving his role.
Time for 'green' classification system
11 July 2018 - Advisers say there’s too much uncertainty about “responsible” investment funds.
Fees 'still too high'
19 June 2018 - Pie Funds' move to cut performance fees should prompt useful industry discussions - but isn't in itself a good move for investors, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas says.
Watch out for 'green-washing'
1 June 2018 - Investment advisers need to look closely at fund managers that promise "responsible" or "ethical" investment options, industry researchers warn.
Mixed sustainability report card for NZ
23 April 2018 - New Zealand has received mixed scores in the latest Morningstar Sustainability Atlas.
Morningstar finalists announced
20 February 2018 - This year Harbour, Nikko and Milford Asset Management are the three finalists for the Morningstar Fund Manager of the Year. Nikko and Harbour (including...
FMA tool ignites fee debate
28 November 2017 - The Financial Markets Authority is being told its KiwiSaver Fund Tracker tool needs a longer timeframe than five years if it is going to make meaningful statements about funds’ performance.
Kiwi investor experience improving: Morningstar
12 October 2017 - New Zealand has received its best ranking yet from Morningstar’s biennial survey of investor experience, but the study flagged concerns about vertically integrated organisations’ sales practices.
Funds not 'true to label': Researcher
7 September 2017 - When is a 'balanced' fund not a balanced fund? When it takes the risk of a growth fund, one researcher says.
New boss for Morningstar
3 August 2017 - Morningstar has appointed a new managing director for Australia and New Zealand.
Growth funds shine again: Morningstar
2 August 2017 - Growth KiwiSaver funds performed strongly again in the June quarter, Morningstar's latest research shows.
Performance fees still need work: Morningstar
19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.
Harbour named top manager - again
2 March 2017 - Harbour Asset Management was, last night, crowned Fund Manager of the Year for the second consecutive time.
Fund manager finalists revealed
14 February 2017 - 2016 was a good year for New Zealand fund managers, Morningstar’s director of research ratings says.
Traditional balanced fund models may not deliver
7 December 2016 - The ability to swim away from risk underpins the investment philosophy behind the new 5 Oceans Fund launched by Castle Point Funds Management.
KiwiSaver bounces back
26 October 2016 - A solid quarter has seen KiwiSaver investments shake off the impact of Brexit-induced market turmoil.
Tool helps analyse portfolios
9 August 2016 - Morningstar has launched a new global risk model that will help financial advisers understand an investment’s factor exposures.
Morningstar's Chris Douglas returns
4 August 2016 - Chris Douglas is returning to New Zealand to take up a new role with researcher Morningstar. He’s spent the past two years working as a senior leader...
Autopilot mode helps KiwiSaver members to better returns
17 May 2016 - KiwiSaver investors are suffering less of a “behaviour gap” in returns than investors in other New Zealand managed funds, new research from Morningstar shows.
Conservative funds take lead
20 April 2016 - More conservative KiwiSaver schemes are starting to get their chance to shine.
Morningstar researcher departs
14 April 2016 - Auckland-based Morningstar research analyst Elliot Smith has left.
Sustainability rating launched
2 March 2016 - Morningstar has launched a new sustainability rating for funds. The new rating will enable investors around the world to evaluate mutual funds and exchange-traded...
Harbour takes top award
24 February 2016 - [UPDATED] Harbour Asset Management has taken out the top prize at this year’s Morningstar New Zealand Fund Manager of the Year awards.
Risk-taking pays off
20 January 2016 - KiwiSaver funds with more assets invested in growth assets shone in the December quarter, Morningstar analysis shows.
KiwiSaver well-positioned for 2016
7 January 2016 - Aggressive and growth funds are likely to continue to top the KiwiSaver performance tables through 2016, an analyst says.
KiwiSaver hits negative returns
22 October 2015 - KiwiSaver accounts took a hit for the first time in years in the September quarter, new Morningstar data shows.
Morningstar makes research appointment
8 October 2015 - Morningstar has appointed Carolyn Holmes as director of equity research for Australia and New Zealand.
Analyst goes independent
5 August 2015 - Former Morningstar equity analyst Nachiket Moghe is branching out on his own, offering independent stock research.
Falling dollar drives returns
23 July 2015 - New Zealand’s falling dollar made the biggest difference to KiwiSaver members’ account balances over the most recent quarter, research firm Morningstar says.
Milford fund downgraded
21 July 2015 - Morningstar says its downgrade of Milford’s Trans-Tasman Fund reflects the fact that Brian Gaynor will have to adopt an unfamiliar strategy to manage its money.
Defensive stocks overpriced
13 July 2015 - Investors' search for yield in a low-interest rate environment is pushing up prices of some equities and sparking warnings.
Morningstar slims down its NZ presence
16 June 2015 - Morningstar has confirmed that it is moving many of its New Zealand operations back to Australia.
Advisers losing out: Morningstar
10 June 2015 - Morningstar’s latest biennial report into the experience of managed fund investors worldwide notes that New Zealand financial advisers are losing market share.
AMP opts out of Morningstar review
4 June 2015 - AMP Capital has turned down Morningstar’s invitation to be part of its latest NZ equities manager review.
Fund research options disappear for AFAs
28 April 2015 - News that FundSource has all but closed down its research operations in New Zealand spells bad news for AFAs.
Small Kiwi market a problem for KiwiSaver
28 April 2015 - Capacity constraints are a looming issue for the KiwiSaver market to contend with as it grows, research house Morningstar says.
Research houses agree on something - a winner
10 March 2015 - This blog runs the risk of being seen as a little sycophantic – I hope it isn’t taken that way. It's genuine, as you will find out at the end.
