Compulsory retirement savings system underpins long-term growth but risk management is critical.
Despite our positive view, no-moat Challenger continues to surprise with stronger-than-expected sales and fund flow performance for first quarter fiscal 2018. Challenger annuities continue to resonate with Australia’s ageing demographic due to the firm’s promise of a stable and secure income stream in retirement. Ironically, the downside to strong annuities and life sales growth is an increasing pool of investable assets. As the investment portfolio grows, so does pressure on investment returns,...
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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