Morningstar Blog
The latest ideas and insights for financial professionals
New focus on three areas clarifies the overall rating and makes comparing funds easier
How regulations are impacting wealth-management trends in Asia
Lower index-licensing fees would help investors and managers alike
Morningstar research digs into the factors that can contribute to alpha
Third-quarter sustainable fund flows remain strong at EUR 24.9 billion
Morningstar’s insights into active ownership and incorporating ESG solutions into passive strategies
Assets cross EUR 800 billion while ESG ETF flows jump to EUR 4.3 billion
It’s time to dive beyond surface-level conflicts to identify the effects of the new rule
What we told the European Securities and Markets Authority about policies on performance fees
Morningstar’s research counters long-standing belief that smaller core investment menus result in better participant investment outcomes
Read “What’s in a Name? The Many Dimensions of Sustainable Investing” to learn about the sustainable investing landscape.