Browsing Tag
Morningstar
150 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.
Upping the Ante on TDF Customization
Customization is key in 2018. Americans want—and even expect—products to be tailored to their specific needs. The financial…
Massive Mutual Fund Outflows Mark Month of June
Normal market movement, or a signal of something greater? A massive exodus from long-term, open-end mutual funds and ETFs occurred…
How Confident are 401(k) Participants, Really?
If you haven’t encouraged plan sponsors to educate participants about what lies ahead, you might want to get…
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…
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.