Browsing Tag
Morningstar
127 posts
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 401k 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
The spigot was turned back in November, as the ongoing flow from active to passive mutual funds took…
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
The flow has become a deluge, as investors put $27.6 billion into equity passive funds in October, more than doubling…
Active Funds Get Beat Bad (Again), But …
“Passive beats active” is by now rote. However, Morningstar finds that, in a pattern reversal, alternative and commodities…