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.
Why 401(k) Target Date Funds Went Crazy in 2015
Target-date fund inflows hit an all-time high in 2015, supporting asset managers and delivering stronger investor returns.
Morningstar Releases Cutest ‘Retirement’ Video Ever
Morningstar delivered a bit of seasonal cheer on Friday. The Chicago-based research and consulting firm released a video of…
Passive Boom: $1 trillion Could Move to Index Funds if Fiduciary Rule Implemented
Here’ another reason to love or hate the Department of Labor’s fiduciary rule (depending on one’s perspective). Reuters…
PIMCO Troubles, Outflows Continue
PIMCO can’t catch a break. After recent reports of lawsuits and more lawsuits, PIMCO Total Return now has…
Schwab Ups 401(k) Customization Game with Morningstar Partnership
It’s been rumored for a while and now it’s official; Schwab will up the 401(k) customization game by…
Good News and Bad in Morningstar Forecast
Given a strong consumer, slumping imports, and increased government spending, 2015 U.S. GDP growth could top Morningstar’s long-term…
Morningstar to Launch First Environmental, Social, and Governance Scores for Funds Globally
Better world, better environment and better returns …is it possible? So-called environmental, social and governance (ESG) investing advocates…
Target-Date Funds Win, Target-Risk Funds Lose
Back-to-back reports from Morningstar find good news for target-date funds, bad news for target-risk funds. The Chicago based…
Are TDFs headed for Glide Path Turbulence?
The consensus coming from Morningstar’s annual investment conference late last month was that target date funds are doing…
4 Finance Ideas for More Female Engagement: Sallie Krawcheck
In her typically blunt style, Sallie Krawcheck delivered the lunchtime keynote at Morningstar’s Investment Conference in Chicago late…