Forward-looking ratings adjustments for Fidelity, JP Morgan, Invesco, Henderson and Schroders products, largely due to fund manager changes.
Tag: Morningstar
Morningstar launches ESG ratings for funds
The research firm has introduced a rating system that helps investors evaluate funds based on environmental, social and governance factors.
Asian equity managers like India: Morningstar
Portfolio managers of Asia ex-Japan equity funds favour India while avoiding Malaysia and Australia, according to Morningstar.
CPF swaps out Morningstar for Mercer
After eight years using Morningstar to support due diligence for its fund selection, Singapore’s Central Provident Fund Board has switched investment consultants to Mercer.
Morningstar Asia hires investment director
The firm hired a hedge fund investment analyst to oversee teams in China, Hong Kong and Singapore.
Morningstar Asia fund reviews and re-ratings – December
Some upgrades for JP Morgan and Schroders; some downgrades for First State and Templeton; in total 15 funds in Asia get rated.
Morningstar Asia fund reviews and re-ratings – November
A retiring fund manager impacts two Blackrock products, a JP Morgan vehicle gets upgraded, and a Templeton fund is taken down a notch, according to the research firm’s monthly review of funds available in Asia.
Asia’s ESG fund flow is an anomaly
Developed Asia’s socially-responsible funds had investment outflows over time compared to inflows for other regions, Morningstar has found.
Morningstar fund reviews and re-ratings – October
Management reshufflings have impacted analyst ratings of BlackRock and Henderson products and a Schroders fund gets an upgrade, according to the research firm’s monthly review of funds available in Asia.
Morningstar fund reviews and re-ratings – September
Management changes impacted analyst ratings of Parvest and Fidelity products and a Jupiter vehicle gets an upgrade, according to Morningstar’s review of funds available in Asia.
