Investor Pulse

Staying in Step With Investor Preferences

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See It in Action

Explore flows data to see where investors are focused, using our business intelligence tools. Teams can predict likely future outcomes, pinpoint investor trends as they unfold, and fine-tune their distribution plans, for a proactive approach to asset management.

How Investor Pulse Works

Read in-depth research on the performance of your own funds and your competitors.

Support decisions on when to lower fees, when to develop, and when to pull back on products.

Get a snapshot view of how your overall firm is performing and run analytics versus key competitors.

See which funds are thriving, rising, lagging, or underperforming based on influential factors we've identified.

Forecast the flows of a given fund up to two years into the future using our predictive models.

Get a market overview of where money sits and where it's flowing across product types, categories, or regions.

Morningstar U.S. Fund Flows: Investors Continue Cutting Risk

Morningstar Senior Analyst Kevin McDevitt, CFA and Senior Data Journalist Gabrielle DiBenedetto comment on the factors impacting flows for US mutual fund and exchange traded products, and the shift taking place in the products investors are selecting.

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