Browsing Tag
Morningstar
146 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
Two Titans Team to offer Retirement Plan Investment Data
Fintech giant Broadridge Financial Solutions and research and consulting giant Morningstar announced Thursday that they’ve reached an agreement…
401k Fail: Why Are Women Underrepresented, Even as They Outperform?
It’s International Women’s Day, so what better time to highlight women’s performance in the asset management industry? A…
Move from Active to Passive Funds Slows in November
Passive fund flows eased in November as investors shifted $16.6B into equity funds, marking a slowdown from October's strong inflows.
2 Solutions to the Small Retirement Plan Problem
Is the problem small, or the retirement plan? It would appear the latter, according to Morningstar. The Chicago-based…
Passive Fund Products Double Their In-flow Amount
Equity fund flows surged in October with $27.6B into passive funds, doubling September’s inflows as active funds faced outflows.
Active Funds Get Beat Bad (Again), But …
Passive vs active fund flows in July reveal tactical investor shifts as active funds gain inflows while passive sees mixed results.
Active Management Exodus Slows for Summer (Sort Of)
Active fund outflows June hit $14.6B, showing investors moved cash from equity funds while passive bond funds gained.
Is Active Management Exodus Starting to Subside?
Active equity fund outflows slow in May as passive fund inflows ease and bonds attract strong investor interest.
HSA Fail: 10 Largest Health Savings Accounts Ranked
Is there trouble ahead? In the interest of helping “policymakers navigate the HSA landscape” with the recent introduction…
Why Target Date Funds Keep Looking Better
It was only a matter of time before we’d see headlines like this: “3 Reasons Target Date Funds…