Moneysoft expands team with eight new appointments

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Moneysoft has appointed eight new staff in response to growing demand for its suite of personal financial management solutions. This expansion boosts Moneysoft’s frontline account management and client service teams including increased support capability. It follows strong uptake of the company’s core cashflow as a service software and the recent launch of its Round-ups solution.

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Allan Gray, Bennelong, Hyperion Best-Performing Australian Share Managers

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Morningstar has published results of the Morningstar® Australian Institutional Sector Survey, providing comprehensive coverage of the performance of Australian institutional investment strategies to 31 August 2016. The Australian Institutional Sector Survey is designed to enable institutional investors, superannuation trustees, asset consultants, and other market participants to meaningfully compare Australian investment strategies. Key Findings Australian share fund

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Total Financial Solutions Appoints Ibbotson Associates Australia Investment Manager for Managed Accounts and Investment Consultant

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Ibbotson Associates Australia Limited, part of the Morningstar Investment Management group, has been appointed by financial planning dealer group Total Financial Solutions (TFS) Australia as investment manager for the firm’s Privilege Portfolios separately managed accounts. Ibbotson is also providing TFS with investment consulting and advice capabilities including investment committee and governance oversight, investment advice including

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Morningstar makes appointments to Australasian manager research team

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Morningstar has appointed Daniel Cheang, CFA as a Senior Analyst, and Matthew Wu as an Analyst. They will be responsible for undertaking research on Australian and New Zealand managed funds, listed investment companies, and exchange-traded funds. Both report to Tom Whitelaw, Director of Manager Research Ratings. “We’re very pleased to have Daniel and Matthew on board,” Whitelaw said. “Their appointments signal

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Ibbotson Associates Australia Appoints Andrew Lill Chief Investment Officer, Asia-Pacific

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Andrew Lill has joined Ibbotson Associates Australia, a unit of Morningstar,  Inc.’s investment management group, as Chief Investment Officer, Asia-Pacific. Lill will be responsible for leading the investment management teams in the Asia-Pacific region. He will also contribute to Morningstar’s global investment management committees, policies, capabilities, and thought  leadership. Based in Sydney, he reports to

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Morningstar Australian Superannuation Survey – July 2013

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Morningstar today published results of the Morningstar® Australian Superannuation Survey, providing comprehensive coverage of the performance of Australian-offered retirement savings vehicles to 30 June 2013. The Survey includes both commercial for-profit and industry superannuation options. Morningstar classifies funds according to a proprietary classification system created to facilitate meaningful peer-relative comparisons. Key Findings Superannuation funds produced strong

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Morningstar appoints Melbourne-based Business Development Manager

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Morningstar Australasia has appointed Guy Callaghan as Melbourne-based Business Development Manager to further enhance the firm’s sales and client relationship management efforts.   “We’re very pleased to have Guy on board,” said Morningstar Australasia Head of Sales Nigel Crampton. “We’re working with an increasing number of dealer groups, brokers, institutions, and other organisations to provide

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Morningstar announces findings from Global Fund Investor Experience report

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Morningstar has released the results for Australia of its bi-annual global report assessing the experiences of managed fund investors in 24 countries in North America, Europe, Asia, and Africa. The aim of the report is to encourage dialogue about global best practices for managed funds from the perspective of fund investors. Morningstar researchers evaluated and

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Morningstar wraps up research on Global Listed Infrastructure

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Morningstar today released its Sector Wrap-Up for global listed infrastructure funds, covering eight strategies. Key Findings Funds which achieve Morningstar Analyst RatingsTM of Gold, Silver, or Bronze are designated Morningstar Medallists. We gave two of the eight strategies we assessed the second highest-possible Analyst Rating of Silver – Magellan Infrastructure and RARE Infrastructure Value. A

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Managed Funds start 2013 with mainly healthy returns

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Morningstar has released managed fund performance league tables for the first quarter of 2013. “The growth rally that started mid-way through last year continued into the first quarter of 2013, despite more jitters emanating from Europe,” said Morningstar Senior Research Analyst Julian Robertson. “It was a challenging period for fund managers, as the average manager

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