Title
Topic
Content Type
Liquid Alternatives Have Yet to Prove They Belong in Portfolios
By Jason Kephart, Maciej Kowara  | 14 August 2018

Asset Allocation
In Search of Management Skill
Multi-Asset
Liquid Alternatives
Modern Portfolio Theory
Outcome-Oriented Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar ETF Managed Portfolios Landscape--Q1 2018
By Ben Johnson  | 07 August 2018

Assets in ETF managed portfolios decreased slightly in the first quarter of 2018. At the end of March, strategies in Morningstar's database had collective assets under management and assets under advisement of $121.9 billion.
ETFs
Research Paper
Individual
Fund Buyer
Morningstar Rating Analysis of European Investment Funds
By Ali Masarwah  | 06 August 2018

The Morningstar European Rating Analysis of Investment Funds is designed to compare managed fund ranges across asset managers and domiciles in Europe by aggregating their Morningstar ratings. The research format is calculated on a quarterly basis. It provides a quantitative assessment of the risk-adjusted return of all European-domiciled open-end funds and ETFs carrying a Morningstar rating.
Quantitative Analysis
Performance
Fund Ratings Activity
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Markets Observer - Q2 2018 Data
By Timothy Strauts, Alina Lamy  | 01 August 2018

In this quarterly collection of charts and analysis, we offer new and timely macroeconomic and markets data that you can use with clients to discuss trends, set appropriate risk and return expectations, and explain investment behavior. Please contact your Morningstar account representative if you wish to license this report for distribution.
Economic Outlook
Market Outlook
Research Paper
Advisor
AM Sales & Marketing
Liquid Alternatives Have Yet to Prove They Belong in Portfolios
By Jason Kephart, Maciej Kowara  | 30 July 2018

A framework for evaluating the diversification benefits an alternative mutual fund might confer to a traditional portfolio.
Asset Allocation
In Search of Management Skill
Benchmarks
Active Investing
Multi-Asset
Liquid Alternatives
Modern Portfolio Theory
Outcome-Oriented Investing
Research Paper
Individual
Advisor
Morningstar Direct Asset Flows Commentary: Europe--June 2018
By Valerio Baselli, Ali Masarwah  | 27 July 2018

Fund investors sell Europe, emerging-markets, and high-yield bonds but continue to seek exposure to US and growth equities.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Fund Flow Model Methodology
By Madison Sargis, Lee Davidson  | 23 July 2018

Until now, we have been refreshing our flows models on an ad-hoc basis. Now we have implemented the fund flows model into Morningstar products so these insights can be gleaned in a live setting.
Quantitative Analysis
Flows
Methodology Document
Individual
Advisor
Morningstar U.S. Prospects June 2018
By Greg Carlson, Christopher Franz  | 20 July 2018

The Morningstar U.S. prospects list added five new strategies, graduated four to full coverage with Morningstar Analyst Ratings, and dropped four.
Performance
Research Paper
AM Sales & Marketing
Morningstar Direct U.S. Asset Flows Update--June 2018
By Kevin McDevitt, Michael Schramm  | 20 July 2018

Long-term U.S. open-end funds and exchange-traded funds had $22.1 billion in outflows, their greatest outflows since August 2015
Flows
Research Paper
Market-Driven Scenario Analysis Methodology
By Michael O'Leary  | 20 July 2018

The Market-Driven Scenario Analysis tool allows users to select a market index and to specify the percentile dividing the range of the return distribution to determine the impact of user-specified market shocks on factor exposures, portfolio returns, and Value at Risk.
Risk
Market Shocks
Methodology Document
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