Big Picture

Morningstar research shows that fee-based advisors are increasingly favoring cheaper direct-sold 529 plans.

Morningstar’s Sustainability Atlas ranks countries’ ESG practices and assesses their levels of carbon risk.

Morningstar research shows how the complex liquid alternative-investment arena fared during the market downturn.

Morningstar’s first-quarter 2020 analysis demonstrates the severity of the economic impact of the coronavirus.

Morningstar research compares how regulation and taxation policies impact the investor experience across 26 markets.

Morningstar’s thematic funds taxonomy provides a new lens for evaluating funds with a sustainable focus.

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.

Morningstar research into fund groups’ proxy votes found the ESG issues that are a priority for investors.

A look at the research and insights we’ll be exploring at our annual financial advisor conference.

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

Are the largest asset managers taking up the role of stewards?

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