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The Big Picture
Vanguard Investments Australia Wins Morningstar Australian Fund Manager of the Year Award

The 2019 Australian Morningstar Awards took place last Friday evening at the Establishment in Sydney. Congratulations to Vanguard for taking out the overall Fund Manager of the Year, and all our category winners. All winners in the Morningstar Awards have demonstrated themselves to be good stewards of investors’ capital.

Read more | 5 min read
Research Insights
Safe as Bricks and Mortar? Changes in the Real Assets Space

After a long period of growth, both performance and assets have tailed off for real listed assets since 2016, raising the question of whether they’ve seen their best days for the time being. Recent analysis from our Manager Research Team reveals some significant shifts worth noting for clients with portfolio exposure to this sector.

Read more | 5 min read
In Practice
Sustainable Investing: In the Interest of Clients

Sustainable investing can offer tremendous opportunity for financial advisers and asset managers, alike. Interest in the field is significantly growing among investors – particularly investors who are young, female, or more affluent.

Read more | 5 min read
In Practice
Coaching Risk-Averse Investors in Times of Market Volatility

While well-intentioned, the industry’s current approach to matching investors to appropriate investments is incomplete. To help, Stephen Wendel, Head of Behavioural Science at Morningstar, outlines how you can better manage your risk-averse clients during times of market volatility.

Read more | 4 min read
Research Insights
The Royal Commission and the Importance of Stewardship

Australia’s Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry serves as a stark reminder of the importance of stewardship in evaluating a managed investment product. See how we rate the “big 5’s” stewardship of their funds management business’.

Read more | 5 min read
In Practice
Ten Tips for More Effective ETF Investing

Investors want more information and further education to help them effectively use ETFs. It’s worthwhile revisiting the 10 rules of thumb for ETF transactions that we published in 2015. Every rule remains just as relevant in 2019, and we wouldn’t be surprised if these rules remain relevant for years to come.

Read more | 5 min read
Top stories
Our Plans to Acquire AdviserLogic, a Leading Australian Financial Planning Software

On 3 November, we announced our plans to acquire AdviserLogic, an Australian financial planning software platform that will broaden our product suite and expand our set of capabilities for independent financial advisers.

Read more | 5 min read
The Big Picture
7 Elements of Great Investing Advice

There’s a huge need for great investing advice, and great advice begins with us. Not just with Morningstar, but with the institutions building investment products; with the plan sponsors trying to help a workforce unlock the power of their retirement plans; and with the advisers who face the push and pull between serving clients and building successful practices.

Read more | 4 min read
Top stories
What We Believe In

Hear from Jamie Wickham, Morningstar Australasia Managing Director, as he discusses the ever-growing importance of Morningstar’s values and what we stand for.

Read more | 5 min read
Research Insights
Have Flexible-Bond Strategies Hit Their Mark?

Relatively flexible, or unconstrained, fixed-interest strategies have touted their capacity to handle higher-bond yields better than more-traditional options. Our prior research has found some validity to these claims, albeit in a limited sample size. There were more opportunities to test this in 2018. We consequently investigate whether this has remained true and discuss the implications for using these vehicles in portfolios.

Read more | 8 min read
In Practice
Why Financial Advisers Should Operate as Financial Coaches — And How to Do It

Between social media, financial news outlets, stock apps, and word of mouth, today’s investors have no lack of information. In this environment, financial advisers can no longer view access to data or investment options as the biggest service they provide, as investors are now craving holistic advice that will effectively help them achieve their personal goals.

To meet this demand, financial advisers need to increasingly think of themselves not only as investment advisers, but also as financial coaches.

Read more | 4 min read
Top stories
How to Avoid ‘Terminator’ Exchange Traded Funds

Did you know 25 Australian ETFs have been terminated since 2013? That’s a big number and it means about 12% of Australia’s ETFs have shuttered in that time. In this article, we examine what a termination really means for investors and how to avoid getting caught by ‘Terminator’ ETFs.

Read more | 5 min read
In Practice
What Are You Benchmarking in 2019?

Benchmarking is a concept used to help define whether an investment proposition is delivering value. It is well intentioned; however, we should acknowledge the shortcomings. In this article we discuss the importance of benchmarking to your financial goals.

Read more | 5 min read
The Big Picture
Why We’re Defensive in This Market Environment

It’s important to understand where your edge comes from. We believe ours is analytical, organisational, and behavioural – and this explains why we’re compelled to be defensive in the current market. And, by sticking to our strengths, we believe we will help end investors and those we serve in the long run.

Read more | 5 min read
Top stories
Why Morningstar Believes in Financial Advice

Despite the pressures in the industry right now, we continue to believe in the future of financial planning. This is not just wishful thinking. For five years now, our most senior researchers in the US and Canada have been able to quantify the benefits of good advice – and they are significant.

Read more | 3 min read
The Big Picture
MICAU Talking Point: Plenary Session – A Look At The Big Picture

On 24 May, the curtain was raised at the 2018 Morningstar Investment Conference with an enthralling keynote presentation from two of our industry’s deepest thinkers. Dr Michael Hasenstab and Kerr Neilson captivated the full house of advisers by outlining their predictions and positions for the years ahead.

Read more | 3 min read
The Big Picture
Global Equities Spotlight – Scouring The World For Opportunities In An Aging Bull Market

Jody Jonsson, portfolio manager at Capital Group and Jacob Mitchell, Chief Investment Officer and portfolio manager at Antipodes Partners shared their thoughts on global opportunities in the “Scouring the World for Opportunities in an Aging Bull Market” session at the recent 2018 Morningstar Investment Conference.

Read more | 3 min read
The Big Picture
Fixed Interest Spotlight – Seeking Value Without Jeopardising Its Role In Portfolios

Hear from Brad Boyd, Senior Vice President at Payden & Rygel and Brett Lewthwaite, Co-Head of Fixed Income at Macquarie Investment Management, who shared their thoughts at our recent Morningstar Investment Conference on the impending economic and financial risks impacting the global fixed income market.

Read more | 3 min read
The Big Picture
Australian Equities Spotlight – The Case For Active Management

Kate Howitt, portfolio manager at Fidelity International, and Vince Pezzullo, Perpetual’s deputy head of equities, discuss the expensiveness of the Australian market, potential value traps, and the difficulty in defensively positioning portfolios – outlining the case for active management in the current market environment.

Read more | 2 min read
The Big Picture
What’s Really Behind the Growth of Exchange-Traded Funds?

ETFs are undoubtedly one of the fastest-growing sectors in financial markets today. To learn what’s really behind this trend, Morningstar’s Alex Prineas chaired a riveting Investment Conference panel with Jonathan Howie, head of ETF product and strategy for iShares, and Alex Vynokur, CEO of BetaShares, one of Australia’s fastest-growing ETF managers.

Read more | 3 min read
In Practice
How to Understand What Investors Value in a Financial Adviser
Since meeting investors’ needs is essential to attracting and retaining clients, this level of discordance between the expectations of advisors and their clients can drastically impact the success of an advisor’s practice.
Here, we discuss what advisors can do to help bridge the gap.
Read more | 5 min read
Research Insights
Investing basics: raising a portfolio you don’t have to babysit

According to Morningstar research, portfolios that assumed no further adjustments tended to beat the returns of the actual portfolios, which reflected the fund managers’ trading activity. Read as Tim Murphy explores the many reasons to take a  ‘hands-off’ approach.

Read more | 3 min read
Research Insights
The Morningstar Rating for Funds: A Brief History

Learn how the Morningstar star ratings provide investors and advisers alike with a great starting point in their fund selection process.

Read more | 4 min read
The Big Picture
The Evolving Role of Retirement Plan Advisers

The focus of this year’s Morningstar Investment Conference in Chicago was on what it takes for advisers to work effectively with retirement plans. Read about the five trends we took away from this year’s event.

Read more | 5 min read
The Big Picture
Rising Volatility: How Concerned Should Investors Be?
Volatility returned in October, sending the equity market spiralling downward for a second time in 2018. When this happens, investors naturally look for explanations for the downturn and wonder whether they’re in the right investments. So how can you respond?
Read more | 4 min read
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Morningstar Australasia Pty Limited (MAPL) (ABN 95 090 665 544, AFS Licence 240892) is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar Investment Management Australia Limited (MIMAL) (ABN 54 071 808 501, AFS Licence 22896) is the Responsible Entity and issuer of the Morningstar Investment Funds. Refer to the relevant MAPL Financial Services Guide and MIMAL Financial Services Guide for more information. Morningstar Australasia Pty Limited avoids conflicts of interest by not undertaking or publishing qualitative analyst research on Morningstar Investment Management Australia Limited’s investment products.


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