Title
Topic
Content Type
Low Rates Reveal Risks of Income Investing
By Matias Möttölä, Barbara Claus  | 12 December 2018

Multi-asset income funds need to tap capital or more-volatile areas of the market to meet payout targets.
Asset Allocation
In Search of Management Skill
Market Trends
Outcome-Oriented Investing
Closing the Behavior Gap
Align Principal & Agent Interests
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Direct Asset Flows Commentary: Europe--October 2018
By Valerio Baselli, Ali Masarwah  | 27 November 2018

European fund industry suffers rout as October witnesses large-scale exit from long-term funds.
Flows
Closing the Behavior Gap
Research Paper
AM Sales & Marketing
Buy Side (Equity/Credit)
Your KID’s First-Term Report
By Andy Pettit  | 22 November 2018

The ambitious scope is delivering a lowest common denominator outcome.
Regulation
Public Policy
Align Principal & Agent Interests
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Direct U.S. Asset Flows Update--October 2018
By Kevin McDevitt  | 20 November 2018

October's $29.1 billion in long-term outflows were the greatest since August 2015
Flows
Closing the Behavior Gap
Research Paper
AM Sales & Marketing
Buy Side (Equity/Credit)
Morningstar Analyst Rating for Separately Managed Accounts and Collective Investment Trusts: Fact Sheet
By Morningstar Fund Analysts  | 19 November 2018

Details about ratings on these vehicles.
In Search of Management Skill
Methodology Document
Individual
Advisor
Fund Buyer
Morningstar Global Geographic Segment Methodology
By Morningstar  | 14 November 2018

Morningstar’s goal for this data set is to consistently provide country level geographic segment data that can be used to calculate a company or portfolio’s economic exposure to different geographic regions.
In Search of Management Skill
Methodology Document
Advisor
AM Sales & Marketing
Fund Buyer
Revenue Exposure by Region
By Morningstar  | 14 November 2018

Fund-level calculation methodology.
In Search of Management Skill
Methodology Document
Advisor
AM Sales & Marketing
Fund Buyer
2018 Health Savings Account Landscape
By Leo Acheson  | 12 November 2018

In this paper, which builds upon our first-ever evaluation of HSAs in June 2017, we evaluate and rank 10 of the largest HSA plans available to individual investors and articulate what we consider best industry practices.
Retirement Readiness
Saving
Research Paper
Individual
Morningstar UK Closed End Fund Peer Groups and Indexes
By Morningstar  | 08 November 2018

Methodology for the Morningstar UK closed end fund peer groups and category index calculations.
Methodology Document
Individual
Advisor
Morningstar US Closed End Fund Peer Groups and Indexes
By Morningstar  | 08 November 2018

Methodology behind the Morningstar US closed end fund peer groups and calculation on peer group indices.
Methodology Document
Individual
Advisor
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