Title
Topic
Content Type
Partnering With Passive Fund Sponsors That Have Your Back
By Adam McCullough  | 18 October 2017

Successful investing hinges on putting yourself in the best position to maximize favorable outcomes. Beyond selecting a fund that tracks a well-constructed index and charges a low fee, choosing a fund sponsor that aligns its interests with its fundholders’ increases the odds of a positive investor outcome. Our research found that purveyors of passive funds that align their incentives with those of their fundholders have generated better category-relative risk-adjusted performance on average than funds from firms that seem to prioritize their own interests over investors’. Investors in passively managed funds are best served by firms that offer inexpensive products that efficiently track their underlying indexes and have long-term investment merit.
Stewardship
Passive Investing
Aligning Principal and Agent Interests
Research Paper
Individual
Advisor
Morningstar Direct U.S. Asset Flows Update--September 2017
By Alina Lamy  | 16 October 2017

Despite expectations of rising rates, taxable bond was once again the most popular category group in September with $34.9 billion in flows overall, significantly higher than the $27.5 billion it had received in August. In a reversal from the previous month, passive taxable-bond flows surpassed active ones: $20.5 billion versus $14.4 billion.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
Inside the Morningstar Style Box for Alternatives
By Jason Kephart  | 16 October 2017

A look at where liquid alternative funds fall in the alternatives style box and what it means for investors.
Asset Allocation
Medalists
Risk
Multi-Asset
Liquid Alternatives
Modern Portfolio Theory
Outcome-Oriented Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Global Fixed Income Classification Methodology
By Morningstar  | 13 October 2017

A guide to the Morningstar classification system for Fixed Income, cash and cash equivalents. This methodology document addresses the Morningstar global fixed income classification.
Methodology Document
Advisor
Fund Buyer
Morningstar Sustainability Atlas
By Dan Lefkovitz  | 10 October 2017

Nordic and eurozone markets set the global standard; Australia and Taiwan lead Asia Pacific; Japan, US, and China lag.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Global Fund Investor Experience Study 2017
By Anthony Serhan  | 09 October 2017

The GFIE study examines the treatment of mutual fund investors from multiple viewpoints: the practices of the fund industry; the practices of fund distributors; the structure and effectiveness of regulatory bodies; disclosure policies; and the tax code.
Stewardship
Minimizing the Cost of Investing
Research Paper
Advisor
Fund Buyer
Morningstar Global Fund Investor Experience Study 2017 Methodology
By Anthony Serhan, Jonathan Miller  | 09 October 2017

The Global Fund Investor Experience study scored countries within four sections.
Regulation
Minimizing the Cost of Investing
Research Paper
Advisor
Fund Buyer
Morningstar ETF Managed Portfolios Landscape--Q2 2017
By Ben Johnson, CFA  | 05 October 2017

Assets in ETF managed portfolios increased in the second quarter of 2017. At the end of June, strategies in Morningstar's database had collective assets under management and assets under advisement of $107 billion.
ETFs
The Evolution of Advice
Research Paper
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Direct U.S. Asset Flows Update--August 2017
By Alina Lamy  | 26 September 2017

Taxable bond remained the leading category group in August with $27.5 billion in flows overall. Unlike in June and July, however, active taxable-bond flows surpassed passive ones: $14.1 billion versus $13.3 billion.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
EMEA Manager Research: Global Dividend Funds Through the Lens of the Morningstar Global Risk Model
By Jeffrey Schumacher  | 25 September 2017

Investors need to thoroughly analyze the characteristics of a dividend fund to ensure they select one that fits their wishes.
Dividend Investing
Risk
Factor Investing
Research Paper
Individual
Advisor
Fund Buyer
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