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Morningstar

Wrap/platforms

Morningstar expands IFA portfolio service

Morningstar Associates Europe has added five fund portfolios to its Portfolio Selections service for advisers and their clients.

clock 01 September 2009 •

TMT

A Rising Star?

As regular readers will know, over the last few weeks, we have been looking at some of the specialist financial planning tools. Our review of Morningstar gave us a different perspective as it was its depth rather than breadth that stood out.

clock 15 July 2009 •

Investment

FundsNetwork adopts Morningstar qualitative reports

Fidelity FundsNetwork has adopted Morningstar's qualitative fund research to allow the fund supermarket's users access to independent fund analysis.

clock 19 May 2009 •

Investment

Morningstar unveils adviser model portfolio range

Morningstar Associates Europe, the independent investment research provider, is launching a range of model portfolios for advisers to help them select appropriate funds for clients.

clock 13 May 2009 •

Investment

Top IMA sector returns 0% in September

No IMA sector was able to generate an average positive return in September, with a flat result for the Money Market category providing the only respite from last month's stock turmoil.

clock 28 October 2008 •

Investment

Just six in 53 fund categories return in Q1

Only six out of 53 Morningstar fund categories delivered a positive return in the first quarter this year, four of those from the bond sector.

clock 04 April 2008 •

Investment

Bolton to speak at Morningstar Investment Conference

Fidelity's investment guru Anthony Bolton will join other big names in the world of UK fund management including BlackRock's Richard Plackett, Neptune's Robin Geffen and Artemis' Mark Tyndall at the Morningstar Investment Conference in May.

clock 01 April 2008 •

Investment

Baillie Gifford snares two Morningstar gongs

Boutique investment house Baillie Gifford has won two 2008 Morningstar UK fund awards.

clock 18 March 2008 •

Investment

Morningstar unveils its 2008 conference line-up

Morningstar has revealed the line-up of speakers for its 2008 investment conference.

clock 06 March 2008 •

Investment

Emerging markets equities front February fightback

Equities swung back into favour in February as investors regained faith in the emerging markets, the latest Morningstar research suggests.

clock 05 March 2008 •
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