Title
Topic
Content Type
Sustainability Matters: An ESG Assessment of Nuclear Power
By Jon Hale  | 17 August 2017

U.S. nuclear operators have strong safety records and help utilities lower their carbon emissions, but the risk of an accident remains.
ESG/Sustainable Investing
Research Paper
Individual
Morningstar Direct Asset Flows Commentary: Europe ETF
By Ali Masarwah  | 16 August 2017

Bond ETFs see tepid demand in July, while equity ETFs enjoy solid inflows.
ETFs
Flows
Research Paper
Nuclear Power and ESG: Can They Play Together?
By Travis Miller, Andrew Bischof, CFA, CPA  | 15 August 2017

Morningstar and Sustainalytics partner to analyze the pros and cons of nuclear power as an ESG investment.
ESG/Sustainable Investing
Methodology Document
Advisor
Fund Buyer
Buy Side (Equity/Credit)
Morningstar Global Risk Model Predefined Scenario Analysis
By Patrick Caldon, Lee Davidson  | 10 August 2017

Morningstar Global Risk Model Predefined Scenario Analysis
Economic Outlook
Risk
Factor Investing
Methodology Document
Advisor
Fund Buyer
Morningstar Comment Letter on DOL's RFI
By Aron Szapiro  | 03 August 2017

Morningstar, Inc. comments on the examination of the “Fiduciary Rule” and the questions posed by the department in the July 6, 2017, Request for Information.
Public Policy
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Markets Observer - Data for Q2 2017
By Timothy Strauts, Alina Lamy  | 28 July 2017

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 investor behavior.
Economic Outlook
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Direct Asset Flows Commentary: Europe - June 2017
By Matias Möttölä  | 27 July 2017

European investors continued to pile up on their investments in fixed-income funds in June.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Prospects - Q2 2017
By Greg Carlson  | 26 July 2017

The second quarter of 2017 saw a number of changes to the Morningstar Prospects list—a list of up-and-coming or under-the-radar strategies that Morningstar Manager Research thinks may be worthy of full coverage someday.
Performance
Research Paper
Individual
Advisor
Fund Buyer
The Aftermath of Fund Management Change
By Madison Sargis, Kai Chang  | 24 July 2017

In this paper, we explore the relationship between observed investor preferences for, and eventual investor outcomes in, funds with management changes. Funds undergoing management changes are particularly interesting to us because the market views such changes with apprehension. In recent years there have been a few highly publicized management changes—most notably, Bill Gross and PIMCO or Greg Serruier and Dodge & Cox—that have resulted in notably large outflows. Yet, prior to this study, we did not know how the typical fund fared after a management change. Are investors worse off after management changes? How do investors react? When do the effects of a change in flows or performance kick in, if ever? By studying these questions, can we identify potential behavior gaps for investors?
Manager Changes
In Search of Management Skill
Quantitative Analysis
Closing the Behavior Gap
Research Paper
Advisor
AM Sales & Marketing
Morningstar Direct U.S. Asset Flows Update--June 2017
By Alina Lamy  | 17 July 2017

Taxable Bond and International Equity Continue to Dominate Flows Investors continued to stream money into taxable-bond and international-equity funds in June. Unlike in previous months, the taxable-bond Morningstar category group saw higher inflows on the passive front than on the active one, although active flows still remained substantial at $14.4 billion.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Buy Side (Equity/Credit)
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