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ETF Specialist

Partnering With Passive Fund Sponsors That Have Your Back

What to look for in passive parents.

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This article is part of Morningstar's Guide to Passive Investing special report.

At our eighth annual Morningstar ETF Conference in September, we previewed the findings of a forthcoming research paper that examines stewardship practices among the largest sponsors of index mutual funds and index-tracking exchange-traded funds. This research assesses the degree to which these funds' sponsors have aligned their own economic interests with their shareholders'. The full study can be found in the Research Library on Morningstar's corporate website.

Adam McCullough does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.