Corporate Moves
Morningstar to Acquire Center for Research in Security Prices
The purchase from the University of Chicago of the provider of historical stock market data and indexes is valued at $375 million.
Tag: Morningstar
Research
Global Asset Owners Rethink Asset Allocation Amid Market Uncertainty
Among institutional investors, 76% see tariffs as a material consideration in their decisionmaking, according to research from Morningstar.
Asset Allocation
How Institutional Investors Can Win the Battle for Top Talent
Success can come from prioritizing diversity of opinions and workplace flexibility to recruit and retain investment, operations and technology personnel.
Asset Allocation
Active Bond Funds Outpaced Passive Peers Over Past Year, per Morningstar
Actively managed real estate funds were also among the top outperformers for the 12 months that ended June 30.
Regulation
Investor Groups Petition SEC to Cut 13F Reporting Timeline to 5 Days
Information is out of date under the current 45-day timeline, per the NYSE and two investment professional groups.
Research
Why REITs Return More Than Directly Owned Properties
For allocators, real estate investment trusts, which boast higher liquidity, come out ahead across the board, a CEM Benchmarking study finds.
Risk
Allocators’ Biggest Worries? Finding the Best Data and Tools—and ESG
Macro concerns like wars also loom large for them, a Morningstar survey finds.
Asset Allocation
Why Consider AI Stocks, What to Be Aware of, per Morningstar
Risks and opportunities exist in machine learning for investors who want exposure.
Most Asset Owners Seek to Implement ESG Strategy, Says Morningstar
The 2023 Voice of the Asset Owner survey probes views on developing ESG investment strategies.
Market Moves
At Last, Long-Awaited Inflection Point for IPOs Seems to Be Here
After a lean season, a bevy of excitement-generating deals is in the pipeline, headed by Instacart.
Asset Allocation
Offices Aren’t the Most Threatened Real Estate Sector—Apartments Are
Morningstar says multi-family’s finances are even more precarious.
News
Direct Indexing Grows, but Plans Don’t Vary Much, Morningstar Says
Wall Street firms trot out their own versions or buy smaller providers to meet demand.
Research
Public Funds Are Among Strongest Backers of ESG Resolutions
State and local pension funds favor environmental, social and governance shareholder resolutions at higher rates than do general shareholders, Morningstar research shows.
Newsmakers
Governor Moves to Bar Florida SBA From ESG Investing
Although the state's funds are hardly a hotbed of climate activism, DeSantis joins other GOP pols in opposing ‘woke capital.’
Asset Allocation
Inflows Boost Liquid Alts in a Troubled 2022
After lagging during the stock bull market, the asset class now scores decent returns, says Morningstar.