Title
Topic
Content Type
EMEA Manager Research Asset-Class Spotlight: US Equity
By Natalia Wolfstetter  | 25 May 2018

This asset-class spotlight for US equity funds covers Morningstar Medalist open-end funds, closed-end funds, and exchange-traded funds available for sale in Europe (including the United Kingdom), Hong Kong, and Singapore.
Medalists
Performance
Research Paper
Morningstar Direct U.S. Asset Flows Update April 2018 - With Data Appendix
By Kevin McDevitt  | 22 May 2018

Passive Equity Funds Return to Form, While Bond Funds Defy Expectations
Flows
Active Investing
Passive Investing
Research Paper
Advisor
AM Sales & Marketing
Quantitative Analytics Quarterly Q1 2018
By Madison Sargis, Lee Davidson  | 22 May 2018

Quantitative Analytics Quarterly: What Factors Drive Investment Flows? Quarter 1 2018
Quantitative Analysis
Research Paper
AM Sales & Marketing
2017 Global Asset Flows Report
By Kevin McDevitt  | 21 May 2018

Global net flows reached nearly $2 trillion ($1.97 trillion) in 2017, led by nearly $800 billion in estimated U.S. flows and an estimated $642 billion in cross-border flows. This total more than doubled 2016's $835 billion in estimated flows. Indeed, after total flows fell in both 2015 and 2016 year over year, 2017 saw the largest inflows in a decade.
Flows
Research Paper
Passive Sustainable Funds: The Global Landscape
By Hortense Bioy, Kenneth Lamont  | 15 May 2018

In this report, we provide an overview of the global landscape of index-tracking sustainable funds, looking at trends in asset growth, asset flows, and product development. We focus on the two regions where these funds have seen the greatest adoption, Europe and the United States. We also examine the broad range of approaches that aim to address various sustainability and investment objectives. We finish by providing a list of key criteria investors should consider when choosing among these funds.
ESG/Sustainable Investing
Passive Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Finding Bond Funds That Can Beat Their Benchmarks After Fees
By Mara Dobrescu, Matias Möttölä  | 08 May 2018

High fees eat away at bond funds' excess returns.
Fees & Expenses
Benchmarks
Active Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
2018 Target-Date Fund Landscape
By Jeff Holt, CFA  | 07 May 2018

All-time high flows, paired with positive returns, lifted assets in target-date mutual funds above $1 trillion in 2017. This year's report covers recent developments in the competitive landscape, and then it highlights noteworthy considerations for target-date investors in five areas: Price, Performance, Parent, People, and Process.
Retirement Readiness
The Evolution of Advice
Research Paper
Individual
Advisor
Fund Buyer
Objectives-Based Institutional Categories
By Janet Yang, CFA, Jeff Holt, CFA  | 04 May 2018

To help investors identify objectives-based funds and their peers, we recently augmented our Morningstar Institutional Categories with the more commonly used objectives-based fund types.
Asset Allocation
Active Investing
Multi-Asset
Outcome-Oriented Investing
Closing the Behavior Gap
Research Paper
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Exchange-Traded Products Cross-Listing Performance Methodology
By Timothy Strauts  | 04 May 2018

Morningstar's cross-listed ETP performance methodology.
ESG/Sustainable Investing
Methodology Document
Individual
Advisor
AM Sales & Marketing
Fund Buyer
'Premia' Funds Push Into the European Fund Market
By Matias Möttölä  | 02 May 2018

These quantitatively managed funds come in many forms. Investors should understand their differences.
Strategic Beta
Active Investing
Modern Portfolio Theory
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Buy Side (Equity/Credit)
Show 1 - 10 of 629 items   1  2  3  4  5   ...  
Terms of UsePrivacy PolicyGlobal ContactsSecurity CenterJobs
© 2017 Morningstar. All rights reserved.