Morningstar research finds another year of record flows and strong performance for sustainable funds.
Active small-cap funds saw a big rebound in one-year success rates, and more from the latest Morningstar Active/Passive Barometer.
We explore four key findings about the state of women in the investment industry.
A look at the research and insights we’ll be exploring at our annual financial advisor conference.
Morningstar research into fund groups’ proxy votes found the ESG issues that are a priority for investors.
Morningstar research shows the rapid growth in this universe.
Morningstar research uses a new model to compare the returns of companies with strong and weak ESG practices.
Disclosure requirements and regulation of mutual fund costs are powerful tools for regulators.
Morningstar research digs into the details of how fund families engage in the proxy process
Our take on asset-management companies that are putting the four key traits into practice
Which regions saw the highest inflows, active vs. passive by category, and more
We expect the rule to make it harder for investors to influence management.
Morningstar’s fourth-quarter 2019 analysis covered the yield curve, trends in U.S. investments abroad, and more
The list highlights new ways to invest in ESG strategies and more
Morningstar Investment Management’s research explores the participant demographics and fund attributes related to default acceptance
A look at the top financial-research topics this year and what’s up next for Morningstar research
Considering key questions around the new, sweeping legislation
A steady march higher for stocks has made things easier for investors
New focus on three areas clarifies the overall rating and makes comparing funds easier
Morningstar research digs into the factors that can contribute to alpha
It’s time to dive beyond surface-level conflicts to identify the effects of the new rule
Our analysis of the quarter shows long-term inflows slowed and money market flows surged
One provider rises to the top with solid HSA interest rates and zero fees
Nine upgrades and eight downgrades stir up our highest 529 ratings
Morningstar researchers and financial professionals share their thoughts on key retirement questions
Morningstar’s third-quarter 2019 analysis shows mixed trends for the U.S. economy
Morningstar’s Global Investor Experience Study dives deep into fund fees and expenses around the world
Morningstar’s Sustainability Atlas shows Europe is home to the most sustainable countries, while the U.S. lags but shows low carbon risk
Morningstar responds to the potential expansion of private investments and suggests adjustments to regulatory standards
Morningstar’s 2019 midyear analysis takes a deep dive into active vs. passive fund performance
Morningstar’s analysis of global fund fees and expenses compares investor experiences across 26 countries
Morningstar research shows the benefits and shortcomings of dividend strategies
The different ways asset managers are embracing sustainable fixed-income investing
Morningstar research explores the profiles of investors who mix target-date funds with other investment options
Quick takeaways from Morningstar's annual Mind the Gap study
Morningstar’s semiannual report takes a closer look at the largest fund families in the United States
Morningstar’s latest report includes 5 considerations in addition to a fund’s expense ratio
Our analysis of the quarter’s strongest and weakest performers
Our research shows the cannabis market is on track for a ninefold increase over the coming decade
We analyze the factors contributing to ETF tax efficiency and how they compare to mutual funds
How and why the market share held by Vanguard, iShares, and State Street has evolved
The uncertainty and unpredictability of second-quarter 2019 in six charts
Morningstar's June 2019 list of promising investment strategies included allocation, alternative, and fixed-income funds
A closer look at what we expect from compliance with the final rule
Morningstar CEO Kunal Kapoor outlines key aspects of great investing advice
A breakdown of passive and active funds’ asset parity in 5 charts
With most plans in the 529 market making improvements, plans that stay stagnant are falling behind
What we told regulators about the SEC’s proposed rules
5 takeaways from Morningstar’s latest report on target-date strategies
Our first-quarter 2019 review of global market trends