Title
Topic
Content Type
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
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
Morningstar Expected Portfolio Yield
By Morningstar  | 16 July 2018

This paper seeks to outline the methodology Morningstar uses in calculating the expected future yield as of the portfolio date, from the holdings of the portfolio. The measure is based on Forward Dividend Yield (forward-yield) for stocks and the yield-to-maturity of the fixed income portfolio.
Methodology Document
Individual
European Sustainable Funds: 2018 Half-Year in Review
By Hortense Bioy  | 13 July 2018

Continued strong flows in the European sustainable fund market.
ESG/Sustainable Investing
Flows
Research Paper
Individual
Advisor
Fund Buyer
Robo-Advisor Upgrade! Installing a Program for Profitability: Digital Advice Raises Profits for Investment Services Industry
By Michael Wong  | 05 July 2018

We agree that there's much to be skeptical of with the original robo-advisor business model. In fact, we wrote in 2015 about the challenging economics, how many stand-alone robo-advisors wouldn't survive, and robo-advisors integrated with established financial institutions would leapfrog the early leaders. However, new business models are addressing the three faults of the original robo-advisor model: high client acquisition costs, ongoing costs of servicing clients, and low revenue yield on client assets. Lead-generation tools and strategic partnerships are reducing acquisition costs, while building for scale and operating leverage eventually solves service costs. Revenue-enhancement strategies underpin much of our optimism for select robo-advisors becoming profitable. Upselling to human advice, ancillary service offerings, and incorporating proprietary products in portfolios are key revenue drivers. We don't see robo-advisors disrupting moaty financial institutions. Instead, we expect established financial institutions will co-opt the technology and user experience improvements of robo-advisors to expand their own businesses. Among the asset management, wealth management, and online brokerage firms that we cover, we believe Invesco, Credit Suisse, and UBS are trading at the most attractive valuations.
Regulation
The Evolution of Advice
Research Paper
Buy Side (Equity/Credit)
Morningstar Direct Asset Flows Commentary: Europe--May 2018
By Valerio Baselli, Ali Masarwah  | 27 June 2018

EU troubles and emerging-markets jitters prompt investors’ exit from equity and bond funds.
Flows
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Direct U.S. Asset Flows Update--May 2018
By Kevin McDevitt  | 26 June 2018

U.S. Equity Inflows Surge, While International-Equity and Taxable-Bond Flows Tail Off
Flows
Research Paper
Morningstar Analyst Rating for Separately Managed Accounts
By Thad Doria  | 21 June 2018

Morningstar's approach to rating SMAs is consistent with its global research philosophy for mutual funds and other managed investments.
Methodology Document
Macro-Financial Scenario Analysis for Manager Selection
By Michael O'Leary  | 14 June 2018

Morningstar's macro-financial scenario analysis tool is employed to evaluate the impact of the scenarios on index and sector ETFs.
ETFs
Quantitative Analysis
Market Outlook
Market Shocks
Research Paper
Individual
Advisor
Fund Buyer
Does Age Impact Usage of Default Investments in Defined Contribution Plans?
By David Blanchett  | 13 June 2018

Default investment options have grown increasingly popular in defined-contribution plans. The usage of default investments has been noted to decline at older ages, but it is not clear to what extent age is driving this behavior. In this piece, we explore the effect age may have on workers using default investments.
Demographics
Retirement Readiness
Saving
Personal Finance
Research Paper
Individual
Advisor
Fund Buyer
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