Title
Topic
Content Type
Morningstar ETF Managed Portfolios Landscape--Q1 2017
By Ben Johnson, CFA  | 28 June 2017

Assets in ETF managed portfolios increased in the first quarter of 2017. At the end of March, strategies in Morningstar's database had collective assets under management and assets under advisement of $99.7 billion.
ETFs
The Evolution of Advice
Research Paper
Advisor
AM Sales & Marketing
Fund Buyer
2017 Health Savings Account Landscape
By Leo Acheson  | 27 June 2017

Health savings accounts are a very under-researched corner of the market. Investors have few resources available to help them navigate the hundreds of plan providers that exist. Health savings accounts have recently grown in popularity, but the lack of resources has likely contributed to their underutilization as a savings vehicle despite their valuable tax benefits. To provide a comprehensive resource for investors and employers selecting a plan, we assessed 10 of the largest HSA plan providers in this report. We evaluated the plans through two separate lenses: using them as a spending vehicle to cover current medical costs, and using them as an investment vehicle to save for future medical expenses.
Saving
Personal Finance
Research Paper
Individual
Morningstar Quantitative Rating for Funds Input Data Methodology
By Lee Davidson  | 26 June 2017

The Morningstar Quantitative Rating™ for funds generates analyst-driven insights for all open-end funds. By ranking funds on a comparable scale, our system lets you quickly see Morningstar's relative opinion for each fund's Parent, People, Performance, Process, and Price pillars. In total, 180-plus attributes and 10,000-plus rating updates were considered in order to train the random forest model. After numerous iterations, only the attributes most crucial to classifying each pillar rating were retained. The remaining 41 input variables hone in on the analyst decision-making process.
Quantitative Analysis
Methodology Document
Morningstar Quantitative Rating for Funds Methodology
By Lee Davidson  | 26 June 2017

The number of funds that receive Morningstar Analyst Ratings is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the "uncovered" fund universe and creates the Morningstar Quantitative Rating (Quantitative Rating), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative ratings predictions make up what we call the Morningstar Quantitative Rating™ for funds. With this new quantitative approach, we are able to rate nearly 6 times more funds in the U.S. market.
Quantitative Analysis
Methodology Document
Morningstar Direct ETF Asset Flows Commentary: Europe - May 2017
By Ali Masarwah  | 23 June 2017

After seeing a rather modest demand in April, European-listed exchange-traded index funds recorded solid inflows in May
Flows
Research Paper
Individual
Advisor
Fund Buyer
Sustainability Matters: Making Sustainability Part of Your Defined-Contribution Plans
By Jon Hale  | 22 June 2017

Investors are very interested in sustainable investing, but one of the main ways most people invest, through their workplace defined-contribution, or DC, retirement plans, typically have no sustainable options. Among DC plans for which Vanguard serves as record-keeper, for example, only 8% had a sustainable option in 2016. I expect that to change in the not-too-distant future.
ESG/Sustainable Investing
Research Paper
Individual
Advisor
Fund Buyer
Morningstar New Zealand Portfolio Investment Entity Performance Calculation Methodology
By Morningstar  | 22 June 2017

The paper contains data and product information about Morningstar New Zealand Portfolio Investment Entity (PIE) Performance Calculation Methodology
Methodology Document
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Buy Side (Equity/Credit)
Morningstar Australian Investments Classification Policy Methodology
By Morningstar  | 22 June 2017

The paper contains data and product information about Morningstar's Australian Investments Classification Policy Methodology
Methodology Document
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Buy Side (Equity/Credit)
Morningstar Australia Total Shareholder Return Methodology for Listed Securities
By Morningstar  | 22 June 2017

The paper contains data and product information about Morningstar Australia Total Shareholder Return Methodology for Listed Securities
Methodology Document
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Buy Side (Equity/Credit)
Morningstar Australia Standard Performance Calculation Methodology
By Morningstar  | 22 June 2017

The paper contains data and product information about Morningstar Australia Standard Performance Calculation Methodology
Methodology Document
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Buy Side (Equity/Credit)
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